Position in THO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,886,233
-$8,283,838 QoQ
Shares Held
91,621
-51.7% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Derivatives in THO
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$17,255,783
PutShares
194,300
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 Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $192,464,510 across 11 Recreational Vehicles names. THO ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
1,842,376 | $45,064,515 | |
| 2 | LCII |
Lci Industries
|
381,640 | $40,408,041 | |
| 3 | PATK |
Patrick Industries Inc
|
341,345 | $30,645,952 | |
| 4 | BC |
Brunswick Corp
|
325,744 | $27,440,671 | |
| 5 | PII |
Polaris Inc.
|
253,857 | $17,373,972 | |
| 6 | DOO |
BRP Inc.
|
203,230 | $12,401,093 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
259,802 | $7,126,366 | |
| 8 | THO |
Thor Industries Inc
This page
|
91,621 | $6,886,233 |
All Filings in THO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,886,233 | 91,621 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,170,071 | 189,887 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $6,704,554 | 65,302 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,492,548 | 62,615 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $7,490,232 | 84,340 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $17,255,783 | 194,300 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $3,882,985 | 51,220 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,663,512 | 27,829 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,992,079 | 54,528 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,787,629 | 51,232 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,486,934 | 46,761 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,269,417 | 61,475 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,288,919 | 24,061 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,603,643 | 25,156 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,230,633 | 103,348 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,054,398 | 40,461 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $15,918,768 | 227,476 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,767,996 | 63,803 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,730,771 | 47,405 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,478,057 | 33,517 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $4,993,874 | 40,680 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,974,549 | 35,173 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $8,430,274 | 62,567 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,341,064 | 57,437 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $11,609,714 | 121,874 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,908,873 | 130,563 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,290,543 | 78,012 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||