Position in THO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$108,952,860
-$19,801,477 QoQ
Shares Held
1,363,786
+8.7% QoQ
Ownership
2.62%
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 80.41078292342053.ToString("F0")%
Shared 0.ToString("F0")%
None 19.589217076579462.ToString("F0")%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026JPMORGAN CHASE & CO holds $254,389,450 across 11 Recreational Vehicles names. THO ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
1,363,786 | $108,952,860 | |
| 2 | LCII |
Lci Industries
|
492,978 | $60,626,430 | |
| 3 | PATK |
Patrick Industries Inc
|
202,250 | $22,463,903 | |
| 4 | BC |
Brunswick Corp
|
259,326 | $18,868,554 | |
| 5 | WGO |
Winnebago Industries Inc
|
415,104 | $12,864,071 | |
| 6 | PII |
Polaris Inc.
|
205,982 | $11,226,018 | |
| 7 | DOO |
BRP Inc.
|
153,361 | $11,012,852 | |
| 8 | HOG |
Harley-Davidson, Inc.
|
374,402 | $7,570,404 |
All Filings in THO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,952,860 | 1,363,786 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $128,754,337 | 1,254,060 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $136,122,984 | 1,312,788 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $123,901,403 | 1,395,129 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $123,347,110 | 1,627,056 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $147,964,688 | 1,545,969 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $165,077,631 | 1,502,208 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $101,929,834 | 1,090,742 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $123,140,228 | 1,049,431 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $116,759,811 | 987,398 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $90,386,339 | 950,135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,847,176 | 201,422 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $32,728,053 | 410,950 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $51,805,690 | 686,259 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $70,178,320 | 1,002,834 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $75,067,479 | 1,004,516 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $83,933,862 | 1,066,504 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $101,549,942 | 978,606 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $119,424,609 | 972,830 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $116,149,310 | 1,027,870 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $329,771,835 | 2,447,468 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $240,788,676 | 2,589,404 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $258,855,425 | 2,717,357 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $303,485,430 | 2,848,826 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $75,094,149 | 1,780,326 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||