Position in THO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,099,816
New position
Shares Held
280,732
first reported quarter
Ownership
0.539%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 92%
None 8%
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Jupiter Topco LLC holds $31,450,938 across 8 Recreational Vehicles names. THO ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
280,732 | $21,099,816 | |
| 2 | BC |
Brunswick Corp
|
29,145 | $2,455,174 | |
| 3 | MBUU |
Malibu Boats, Inc.
|
81,292 | $2,229,838 | |
| 4 | PII |
Polaris Inc.
|
25,246 | $1,727,836 | |
| 5 | PATK |
Patrick Industries Inc
|
14,365 | $1,289,689 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
52,099 | $1,274,341 | |
| 7 | LCII |
Lci Industries
|
8,989 | $951,755 | |
| 8 | WGO |
Winnebago Industries Inc
|
13,524 | $422,489 |
All Filings in THO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,099,816 | 280,732 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||