Allianz Asset Management GmbH

Position in THO — Thor Industries Inc

CIK 1535323 MUNICH, 2M

Position in THO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,945,227

+$4,506,110 QoQ

Shares Held

65,796

+1334.1% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#71

of 405 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Allianz Asset Management GmbH holds $100,559,772 across 6 Recreational Vehicles names. THO ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BC	Brunswick Corp	742,896	$62,581,559
2	PII	Polaris Inc.	296,426	$20,287,395
3	WGO	Winnebago Industries Inc	216,004	$6,747,964
4	THO	Thor Industries Inc This page	65,796	$4,945,227
5	DOO	BRP Inc.	60,855	$3,713,372
6	LCII	Lci Industries	21,574	$2,284,255

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,945,227	65,796	+1334.1%	Shares	Defined	2026-08-14
2024-12-31	$439,117	4,588	+20.1%	Shares	Defined	2025-02-03
2024-09-30	$419,779	3,820	-68.4%	Shares	Defined	2024-11-13
2024-03-31	$1,420,635	12,107	+215.5%	Shares	Defined	2024-05-14
2023-06-30	$397,129	3,837	-10.1%	Shares	Defined	2023-08-14
2021-12-31	$443,097	4,270	+1.6%	Shares	Defined	2022-02-11
2020-12-31	$390,743	4,202	-51.1%	Shares	Defined	2021-02-16
2020-09-30	$818,568	8,593	-73.2%	Shares	Defined	2020-11-13
2020-03-31	$1,350,012	32,006	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.