Position in THO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,312,117
+$4,625,695 QoQ
Shares Held
190,422
+57.1% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#45
of 405 holders
Holding Since
Jun 2022
17 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, 2026Quantinno Capital Management LP holds $99,511,711 across 9 Recreational Vehicles names. THO ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
696,062 | $47,638,483 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
759,898 | $18,587,105 | |
| 3 | THO |
Thor Industries Inc
This page
|
190,422 | $14,312,117 | |
| 4 | BC |
Brunswick Corp
|
141,608 | $11,929,057 | |
| 5 | LCII |
Lci Industries
|
19,136 | $2,026,119 | |
| 6 | MCFT |
MasterCraft Boat Holdings, Inc.
|
75,006 | $1,936,654 | |
| 7 | WGO |
Winnebago Industries Inc
|
39,770 | $1,242,414 | |
| 8 | PATK |
Patrick Industries Inc
|
13,452 | $1,207,720 |
All Filings in THO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,312,117 | 190,422 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,686,422 | 121,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,218,677 | 157,969 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,094,712 | 116,643 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,556,842 | 85,090 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,361,329 | 31,148 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,814,543 | 29,407 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,345,711 | 21,346 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,091,496 | 11,680 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,001,937 | 17,061 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,023,257 | 17,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $733,737 | 7,713 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $671,197 | 6,485 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $505,475 | 6,347 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $528,430 | 7,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $608,895 | 8,701 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $568,545 | 7,608 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||