Position in THO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,612,445
-$2,077,344 QoQ
Shares Held
154,503
-9.8% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 404 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $24,005,359 across 6 Recreational Vehicles names. THO ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
154,503 | $11,612,445 | |
| 2 | LCII |
Lci Industries
|
38,704 | $4,097,978 | |
| 3 | PATK |
Patrick Industries Inc
|
37,159 | $3,336,134 | |
| 4 | BC |
Brunswick Corp
|
34,479 | $2,904,509 | |
| 5 | PII |
Polaris Inc.
|
23,297 | $1,594,445 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
18,800 | $459,848 |
All Filings in THO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,612,445 | 154,503 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $13,689,789 | 171,358 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,596,102 | 181,125 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,046,593 | 193,332 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,694,858 | 199,244 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,487,678 | 204,296 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $19,999,752 | 208,962 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,945,910 | 208,808 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,162,559 | 183,655 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $21,539,984 | 183,569 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $21,132,694 | 178,712 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $17,483,370 | 183,784 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,883,782 | 182,452 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,861,220 | 186,605 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,163,432 | 187,620 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,683,467 | 195,534 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,584,416 | 235,306 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $18,879,106 | 239,887 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,543,958 | 226,886 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,328,958 | 238,913 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,954,970 | 229,690 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $26,407,151 | 195,986 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,015,014 | 172,223 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,934,575 | 156,777 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,516,510 | 173,815 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,010,568 | 166,206 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||