Position in THO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$234,424
-$43,273 QoQ
Shares Held
3,119
-10.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 20 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026GAMMA Investing LLC holds $1,778,952 across 9 Recreational Vehicles names. THO ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
11,136 | $762,147 | |
| 2 | BC |
Brunswick Corp
|
4,942 | $416,314 | |
| 3 | THO |
Thor Industries Inc
This page
|
3,119 | $234,424 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
6,852 | $167,599 | |
| 5 | LCII |
Lci Industries
|
794 | $84,068 | |
| 6 | PATK |
Patrick Industries Inc
|
858 | $77,031 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
505 | $13,039 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
444 | $12,178 |
All Filings in THO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,424 | 3,119 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $277,697 | 3,476 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $257,701 | 2,510 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $166,215 | 1,603 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $113,055 | 1,273 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $54,962 | 725 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $66,135 | 691 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $85,714 | 780 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $54,107 | 579 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $46,466 | 396 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $49,192 | 416 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||