Position in THO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,233,443
-$7,264,212 QoQ
Shares Held
521,999
-10.3% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 405 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, 2026WELLS FARGO & COMPANY/MN holds $143,401,028 across 11 Recreational Vehicles names. THO ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
603,756 | $63,925,684 | |
| 2 | THO |
Thor Industries Inc
This page
|
521,999 | $39,233,443 | |
| 3 | PATK |
Patrick Industries Inc
|
191,921 | $17,230,666 | |
| 4 | BC |
Brunswick Corp
|
99,814 | $8,408,330 | |
| 5 | PII |
Polaris Inc.
|
106,107 | $7,261,961 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
114,669 | $2,804,802 | |
| 7 | WGO |
Winnebago Industries Inc
|
76,007 | $2,374,457 | |
| 8 | DOO |
BRP Inc.
|
17,802 | $1,086,277 |
All Filings in THO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,233,443 | 521,999 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||