Position in THO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$46,497,655
-$18,770,278 QoQ
Shares Held
582,021
-8.4% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.16759189101424.ToString("F0")%
Shared 0.ToString("F0")%
None 1.8324081089857582.ToString("F0")%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $157,382,052 across 13 Recreational Vehicles names. THO ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
606,752 | $74,618,359 | |
| 2 | THO |
Thor Industries Inc
This page
|
582,021 | $46,497,655 | |
| 3 | PATK |
Patrick Industries Inc
|
178,456 | $19,821,107 | |
| 4 | BC |
Brunswick Corp
|
119,176 | $8,671,244 | |
| 5 | PII |
Polaris Inc.
|
83,726 | $4,563,066 | |
| 6 | WGO |
Winnebago Industries Inc
|
61,747 | $1,913,537 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
24,563 | $496,663 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
14,345 | $371,821 |
All Filings in THO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,497,655 | 582,021 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $65,267,933 | 635,706 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $70,289,789 | 677,884 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $61,827,744 | 696,180 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $53,464,773 | 705,247 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $67,510,099 | 705,361 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $78,609,259 | 715,345 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $64,604,973 | 691,332 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $81,763,801 | 696,811 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $80,674,287 | 682,235 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $65,660,722 | 690,221 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $64,268,842 | 620,955 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $49,478,658 | 621,279 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $46,781,830 | 619,709 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $47,030,127 | 672,051 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $54,769,018 | 732,892 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $75,645,416 | 961,187 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $69,882,556 | 673,437 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $87,388,055 | 711,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $73,722,669 | 652,413 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $142,273,581 | 1,055,912 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $77,060,718 | 828,699 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $73,804,969 | 774,774 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $83,354,396 | 782,450 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,211,521 | 811,084 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||