Position in THO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$450,960
-$943,519 QoQ
Shares Held
6,000
-65.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#195
of 410 holders
Holding Since
Mar 2024
10 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, 2026De Lisle Partners LLP holds $30,563,661 across 7 Recreational Vehicles names. THO ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
94,952 | $10,053,517 | |
| 2 | MCFT |
MasterCraft Boat Holdings, Inc.
|
215,971 | $5,576,371 | |
| 3 | PATK |
Patrick Industries Inc
|
61,982 | $5,564,743 | |
| 4 | WGO |
Winnebago Industries Inc
|
172,411 | $5,386,119 | |
| 5 | MBUU |
Malibu Boats, Inc.
|
116,478 | $3,194,991 | |
| 6 | THO |
Thor Industries Inc
This page
|
6,000 | $450,960 | |
| 7 | BC |
Brunswick Corp
|
4,000 | $336,960 |
All Filings in THO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,960 | 6,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,394,479 | 17,455 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,792,104 | 17,455 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,809,908 | 17,455 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,550,178 | 17,455 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,323,263 | 17,455 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,220,950 | 23,205 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,549,997 | 23,205 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,607,807 | 17,205 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,018,834 | 17,205 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||