Position in THO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$308,130,746
+$46,530,542 QoQ
Shares Held
4,099,664
+25.2% QoQ
Ownership
7.88%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#3
of 408 holders
Holding Since
Dec 2025
3 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, 2026Life Cycle Investment Partners Ltd holds $308,130,746 across 1 Recreational Vehicles name. THO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
4,099,664 | $308,130,746 |
All Filings in THO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,130,746 | 4,099,664 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $308,130,746 | 4,099,664 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $261,600,204 | 3,274,505 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $261,600,204 | 3,274,505 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $255,482,282 | 2,488,383 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||