Position in THO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,387,783
+$12,473,370 QoQ
Shares Held
242,681
+260.3% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Derivatives in THO
reported options exposure · as of Sep 30, 2024CallValue
$1,648,350
CallShares
15,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026BARCLAYS PLC holds $51,343,653 across 11 Recreational Vehicles names. THO ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
242,681 | $19,387,783 | |
| 2 | LCII |
Lci Industries
|
81,524 | $10,025,820 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
270,356 | $5,466,597 | |
| 4 | DOO |
BRP Inc.
|
60,346 | $4,333,445 | |
| 5 | PII |
Polaris Inc.
|
75,967 | $4,140,200 | |
| 6 | BC |
Brunswick Corp
|
50,658 | $3,685,875 | |
| 7 | PATK |
Patrick Industries Inc
|
22,748 | $2,526,618 | |
| 8 | WGO |
Winnebago Industries Inc
|
34,746 | $1,076,777 |
All Filings in THO
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,387,783 | 242,681 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,914,413 | 67,346 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,193,001 | 50,082 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $2,347,157 | 26,429 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $6,148,493 | 81,104 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $7,223,520 | 75,473 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $9,552,956 | 86,932 | Shares | Sole | 2026-03-31 | |
| 2024-09-30 | $1,648,350 | 15,000 | Call | Sole | 2026-03-31 | |
| 2024-06-30 | $6,057,708 | 64,823 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $11,261,941 | 95,977 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $5,361,100 | 45,337 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $8,276,309 | 87,000 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $6,583,014 | 63,604 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $3,203,359 | 40,223 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $2,384,954 | 31,593 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $686,959 | 9,100 | Put | Sole | 2026-03-30 | |
| 2022-12-31 | $868,135 | 11,500 | Call | Sole | 2026-03-30 | |
| 2022-09-30 | $13,178,143 | 188,313 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,419,934 | 259,868 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,953,373 | 37,527 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $249,048 | 2,400 | Call | Sole | 2022-02-23 | |
| 2021-12-31 | $3,714,966 | 35,800 | Put | Sole | 2022-02-23 | |
| 2021-12-31 | $3,455,539 | 33,300 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $7,302,131 | 59,483 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,053,184 | 53,568 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,453,061 | 40,471 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $427,754 | 4,600 | Put | Sole | 2021-02-11 | |
| 2020-12-31 | $3,936,452 | 42,332 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $818,312 | 8,800 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $4,776,049 | 50,137 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $1,266,958 | 13,300 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $438,196 | 4,600 | Put | Sole | 2020-11-12 | |
| 2020-06-30 | $1,416,849 | 13,300 | Call | Sole | 2020-08-12 | |
| 2020-06-30 | $3,169,266 | 29,750 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $15,169,872 | 142,400 | Put | Sole | 2020-08-12 | |
| 2020-03-31 | $1,675,556 | 39,724 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $20,457,300 | 485,000 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $1,581,750 | 37,500 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||