Position in THO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$200,407,601
-$10,874,046 QoQ
Shares Held
2,666,413
+0.8% QoQ
Ownership
5.12%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 401 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026VANGUARD PORTFOLIO MANAGEMENT LLC holds $1,089,498,537 across 9 Recreational Vehicles names. THO ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
3,456,691 | $291,191,649 | |
| 2 | THO |
Thor Industries Inc
This page
|
2,666,413 | $200,407,601 | |
| 3 | PII |
Polaris Inc.
|
2,892,742 | $197,979,262 | |
| 4 | LCII |
Lci Industries
|
1,489,246 | $157,681,366 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
5,625,072 | $137,589,261 | |
| 6 | PATK |
Patrick Industries Inc
|
829,389 | $74,462,544 | |
| 7 | WGO |
Winnebago Industries Inc
|
654,571 | $20,448,798 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
213,708 | $5,862,010 |
All Filings in THO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,407,601 | 2,666,413 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $212,005,371 | 2,653,716 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $211,281,647 | 2,644,657 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||