Position in THO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,352,646
-$349,125 QoQ
Shares Held
54,483
+19.0% QoQ
Ownership
0.105%
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)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026SEI INVESTMENTS CO holds $65,779,881 across 9 Recreational Vehicles names. THO ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
271,084 | $19,724,071 | |
| 2 | PATK |
Patrick Industries Inc
|
150,313 | $16,695,264 | |
| 3 | PII |
Polaris Inc.
|
119,126 | $6,492,366 | |
| 4 | LCII |
Lci Industries
|
51,526 | $6,336,666 | |
| 5 | WGO |
Winnebago Industries Inc
|
168,204 | $5,212,641 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
228,009 | $4,610,340 | |
| 7 | THO |
Thor Industries Inc
This page
|
54,483 | $4,352,646 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
67,059 | $1,738,168 |
All Filings in THO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,352,646 | 54,483 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,701,771 | 45,795 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,749,415 | 45,804 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,292,186 | 48,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,398,410 | 44,828 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,936,743 | 41,132 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,372,299 | 67,088 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,174,614 | 66,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,865,181 | 67,029 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,547,542 | 63,827 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,572,639 | 90,115 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,956,855 | 67,216 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,110,537 | 76,727 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,910,112 | 78,290 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,188,960 | 88,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,363,071 | 98,529 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,985,370 | 76,053 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,956,085 | 57,397 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,059,313 | 57,505 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,076,249 | 36,073 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,971,232 | 36,895 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,296,959 | 35,455 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,572,534 | 37,503 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $5,725,453 | 53,745 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $3,396,332 | 80,520 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||