Position in THO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,964,615
+$1,649,063 QoQ
Shares Held
350,039
+36.6% QoQ
Ownership
0.672%
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 96.35012098651865.ToString("F0")%
Shared 0.ToString("F0")%
None 3.649879013481355.ToString("F0")%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Derivatives in THO
reported options exposure · as of Sep 30, 2023CallValue
$41,391,063
CallShares
435,100
PutValue
$8,561,700
PutShares
90,000
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $322,158,976 across 12 Recreational Vehicles names. THO ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,927,467 | $105,046,951 | |
| 2 | DOO |
BRP Inc.
|
777,808 | $55,854,392 | |
| 3 | PATK |
Patrick Industries Inc
|
391,069 | $43,436,032 | |
| 4 | BC |
Brunswick Corp
|
513,650 | $37,373,172 | |
| 5 | THO |
Thor Industries Inc
This page
|
350,039 | $27,964,615 | |
| 6 | LCII |
Lci Industries
|
190,698 | $23,452,039 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
547,690 | $11,233,120 | |
| 8 | WGO |
Winnebago Industries Inc
|
278,539 | $8,631,923 |
All Filings in THO
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,964,615 | 350,039 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,315,552 | 256,312 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $38,323,926 | 369,601 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $65,305,722 | 735,342 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,477,519 | 98,635 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $17,635,045 | 184,255 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $11,670,427 | 106,201 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,146,876 | 87,179 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,012,710 | 93,853 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,908,529 | 159,903 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $29,573,538 | 310,875 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $41,391,063 | 435,100 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $8,561,700 | 90,000 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $21,972,015 | 212,290 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $12,975,107 | 162,922 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $15,301,823 | 202,700 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $20,422,158 | 270,528 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $19,697,969 | 281,480 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $19,887,221 | 266,121 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $13,123,381 | 166,752 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $27,776,011 | 267,669 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $18,393,990 | 149,837 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $15,078,946 | 133,442 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,389,600 | 40,000 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $8,084,400 | 60,000 | Put | Defined | 2021-05-17 | |
| 2021-03-31 | $15,840,842 | 117,566 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,327,434 | 154,075 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $123,237,384 | 1,293,695 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,016,200 | 319,311 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,109,000 | 50,000 | Put | Defined | 2020-05-15 | |
| 2020-03-31 | $14,863,809 | 352,390 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||