Position in THO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$179,591
-$72,668 QoQ
Shares Held
2,248
-8.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026US BANCORP \DE\ holds $2,755,244 across 9 Recreational Vehicles names. THO ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
9,810 | $713,774 | |
| 2 | PII |
Polaris Inc.
|
10,029 | $546,580 | |
| 3 | LCII |
Lci Industries
|
3,952 | $486,015 | |
| 4 | PATK |
Patrick Industries Inc
|
2,830 | $314,327 | |
| 5 | MBUU |
Malibu Boats, Inc.
|
11,151 | $289,033 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
9,397 | $190,007 | |
| 7 | THO |
Thor Industries Inc
This page
|
2,248 | $179,591 | |
| 8 | WGO |
Winnebago Industries Inc
|
969 | $30,029 |
All Filings in THO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,591 | 2,248 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $252,259 | 2,457 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $279,754 | 2,698 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $219,181 | 2,468 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $225,836 | 2,979 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $350,966 | 3,667 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $367,580 | 3,345 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $328,755 | 3,518 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $494,468 | 4,214 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $499,605 | 4,225 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $316,020 | 3,322 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $328,508 | 3,174 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $463,583 | 5,821 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $436,331 | 5,780 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $376,911 | 5,386 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $450,022 | 6,022 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $347,144 | 4,411 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $466,030 | 4,491 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $497,054 | 4,049 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $450,192 | 3,984 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $515,111 | 3,823 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $442,353 | 4,757 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $234,529 | 2,462 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $357,300 | 3,354 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $157,035 | 3,723 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||