Position in THO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$44,512,309
+$21,079,628 QoQ
Shares Held
557,170
+144.1% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51.38521456646984.ToString("F0")%
Shared 0.ToString("F0")%
None 48.61478543353016.ToString("F0")%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Derivatives in THO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,997,250
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026UBS Group AG holds $244,472,530 across 15 Recreational Vehicles names. THO ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
2,855,214 | $57,732,426 | |
| 2 | PII |
Polaris Inc.
|
1,040,501 | $56,707,304 | |
| 3 | THO |
Thor Industries Inc
This page
|
557,170 | $44,512,309 | |
| 4 | PATK |
Patrick Industries Inc
|
179,643 | $19,952,947 | |
| 5 | DOO |
BRP Inc.
|
269,869 | $19,379,291 | |
| 6 | BC |
Brunswick Corp
|
243,756 | $17,735,685 | |
| 7 | LCII |
Lci Industries
|
135,676 | $16,685,433 | |
| 8 | WGO |
Winnebago Industries Inc
|
237,087 | $7,347,324 |
All Filings in THO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,512,309 | 557,170 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $1,997,250 | 25,000 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $1,129,370 | 11,000 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $23,432,681 | 228,233 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $25,667,626 | 247,542 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $5,391,880 | 52,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $43,134,305 | 485,692 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $568,384 | 6,400 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $25,163,005 | 331,922 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $401,793 | 5,300 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $38,284 | 400 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $17,589,391 | 183,778 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $549,450 | 5,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $3,613,291 | 32,881 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,208,512 | 34,334 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $880,050 | 7,500 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $4,023,822 | 34,292 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,200,709 | 10,154 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $2,956,250 | 25,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $951,300 | 10,000 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $896,600 | 9,425 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,261,561 | 12,189 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,185,600 | 40,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $10,766,610 | 135,191 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,887,250 | 25,000 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $4,646,484 | 61,551 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $5,850,475 | 77,500 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $22,603,540 | 323,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $10,860,896 | 155,200 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $5,428,698 | 77,575 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,920,334 | 79,223 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $6,426,780 | 86,000 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $3,063,930 | 41,000 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $8,263,500 | 105,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $2,148,037 | 27,294 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $21,618,890 | 274,700 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $14,652,324 | 141,200 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $35,520,471 | 342,300 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $2,890,098 | 27,851 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $98,208 | 800 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $5,529,355 | 45,042 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,778,255 | 51,135 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,827,288 | 28,405 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,402,581 | 25,837 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $25,243,900 | 265,000 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $7,144,500 | 75,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $6,131,790 | 64,369 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,209,689 | 217,870 | Shares | Defined | 2020-07-31 | |
| 2020-06-30 | $7,989,750 | 75,000 | Call | Defined | 2020-07-31 | |
| 2020-06-30 | $1,065,300 | 10,000 | Put | Defined | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||