Position in THO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$66,947
-$14,572 QoQ
Shares Held
838
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.35799522673031026.ToString("F0")%
Shared 0.ToString("F0")%
None 99.64200477326969.ToString("F0")%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $8,124,344 across 10 Recreational Vehicles names. THO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
53,983 | $3,927,803 | |
| 2 | PII |
Polaris Inc.
|
42,173 | $2,298,428 | |
| 3 | WGO |
Winnebago Industries Inc
|
33,354 | $1,033,640 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
24,412 | $493,610 | |
| 5 | LCII |
Lci Industries
|
2,053 | $252,477 | |
| 6 | THO |
Thor Industries Inc
This page
|
838 | $66,947 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
1,122 | $23,012 | |
| 8 | PATK |
Patrick Industries Inc
|
135 | $14,994 |
All Filings in THO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,947 | 838 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $81,519 | 794 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $69,264 | 668 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $42,451 | 478 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $52,384 | 691 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $104,611 | 1,093 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $111,648 | 1,016 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $92,608 | 991 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $116,401 | 992 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $101,576 | 859 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $87,995 | 925 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $89,527 | 865 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $65,543 | 823 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $56,542 | 749 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $90,274 | 1,290 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $89,003 | 1,191 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $57,608 | 732 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $68,176 | 657 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $75,145 | 665 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $89,602 | 665 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $61,838 | 665 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $63,347 | 665 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $70,842 | 665 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $28,049 | 665 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||