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Equibles

UBS Group AG

Position in THO — Thor Industries Inc

CIK 1610520 ZURICH, V8
Back to THO Full portfolio

Position in THO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$46,244,142
+$1,731,833 QoQ
Shares Held
615,276
+10.4% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 408 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 66% Shared 0% None 34%

Common Shares in THO Over Time

Shares Held

Position Value (USD)

Derivatives in THO

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$751,600
PutShares
10,000

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 Jun 30, 2026

UBS Group AG holds $209,872,667 across 12 Recreational Vehicles names. THO ranks #3 (22.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
 707,010 $48,387,764
2 HOG
Harley-Davidson, Inc.
 1,946,037 $47,600,064
3 THO
Thor Industries Inc
This page 		615,276 $46,244,142
4 BC
Brunswick Corp
 281,595 $23,721,562
5 PATK
Patrick Industries Inc
 191,157 $17,162,073
6 LCII
Lci Industries
 137,544 $14,563,157
7 WGO
Winnebago Industries Inc
 259,602 $8,109,965
8 MCFT
MasterCraft Boat Holdings, Inc.
 65,495 $1,691,080

All Filings in THO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $751,600 10,000
2026-06-30 $46,244,142 615,276
2026-03-31 $44,512,309 557,170
2026-03-31 $1,997,250 25,000
2025-12-31 $1,129,370 11,000
2025-12-31 $23,432,681 228,233
2025-09-30 $25,667,626 247,542
2025-09-30 $5,391,880 52,000
2025-06-30 $43,134,305 485,692
2025-06-30 $568,384 6,400
2025-03-31 $25,163,005 331,922
2025-03-31 $401,793 5,300
2024-12-31 $38,284 400
2024-12-31 $17,589,391 183,778
2024-09-30 $549,450 5,000
2024-09-30 $3,613,291 32,881
2024-06-30 $3,208,512 34,334
2024-03-31 $880,050 7,500
2024-03-31 $4,023,822 34,292
2023-12-31 $1,200,709 10,154
2023-12-31 $2,956,250 25,000
2023-09-30 $951,300 10,000
2023-09-30 $896,600 9,425
2023-06-30 $1,261,561 12,189
2023-03-31 $3,185,600 40,000
2023-03-31 $10,766,610 135,191
2022-12-31 $1,887,250 25,000
2022-12-31 $4,646,484 61,551
2022-12-31 $5,850,475 77,500
2022-09-30 $22,603,540 323,000
2022-09-30 $10,860,896 155,200
2022-09-30 $5,428,698 77,575
2022-06-30 $5,920,334 79,223
2022-06-30 $6,426,780 86,000
2022-06-30 $3,063,930 41,000
2022-03-31 $8,263,500 105,000
2022-03-31 $2,148,037 27,294
2022-03-31 $21,618,890 274,700
2021-12-31 $14,652,324 141,200
2021-12-31 $35,520,471 342,300
2021-12-31 $2,890,098 27,851
2021-09-30 $98,208 800
2021-09-30 $5,529,355 45,042
2021-06-30 $5,778,255 51,135
2021-03-31 $3,827,288 28,405
2020-12-31 $2,402,581 25,837
2020-09-30 $25,243,900 265,000
2020-09-30 $7,144,500 75,000
2020-09-30 $6,131,790 64,369
2020-06-30 $23,209,689 217,870

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