Position in THO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,666
-$12,226 QoQ
Shares Held
102
-59.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 401 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Versant Capital Management, Inc holds $186,064 across 8 Recreational Vehicles names. THO ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
949 | $64,949 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,629 | $39,845 | |
| 3 | MBUU |
Malibu Boats, Inc.
|
1,119 | $30,694 | |
| 4 | MCFT |
MasterCraft Boat Holdings, Inc.
|
851 | $21,972 | |
| 5 | LCII |
Lci Industries
|
101 | $10,693 | |
| 6 | WGO |
Winnebago Industries Inc
|
282 | $8,809 | |
| 7 | THO |
Thor Industries Inc
This page
|
102 | $7,666 | |
| 8 | PATK |
Patrick Industries Inc
|
16 | $1,436 |
All Filings in THO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,666 | 102 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $19,892 | 249 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $28,644 | 279 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $25,300 | 244 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $21,669 | 244 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,108 | 41 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $4,689 | 49 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $1,428 | 13 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,214 | 13 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,525 | 13 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $1,537 | 13 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,900 | 41 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,243 | 41 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,380 | 55 | Shares | Sole | 2023-04-10 | |
| 2022-06-30 | $298 | 4 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||