MORGAN STANLEY

Position in THO — Thor Industries Inc

CIK 895421 NEW YORK, NY

Back to THO Full portfolio

Position in THO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$63,529,663

+$9,168,357 QoQ

Shares Held

845,259

+24.2% QoQ

Ownership

1.62%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#17

of 405 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in THO Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $408,238,653 across 12 Recreational Vehicles names. THO ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,019,846	$69,798,254
2	BC	Brunswick Corp	786,009	$66,213,392
3	THO	Thor Industries Inc This page	845,259	$63,529,663
4	LCII	Lci Industries	545,300	$57,736,360
5	HOG	Harley-Davidson, Inc.	1,836,693	$44,925,505
6	DOO	BRP Inc.	716,556	$43,724,244
7	PATK	Patrick Industries Inc	367,939	$33,033,560
8	WGO	Winnebago Industries Inc	727,215	$22,718,193

All Filings in THO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,529,663	845,259	+24.2%	Shares	Defined	2026-08-13
2026-03-31	$54,361,306	680,452	-6.6%	Shares	Defined	2026-05-15
2025-12-31	$74,821,477	728,757	-26.5%	Shares	Defined	2026-05-27
2025-09-30	$102,743,618	990,873	+184.2%	Shares	Defined	2026-05-27
2025-06-30	$30,967,511	348,694	+11.4%	Shares	Defined	2025-08-15
2025-03-31	$23,737,622	313,120	-17.4%	Shares	Defined	2025-05-15
2024-12-31	$36,286,815	379,133	-42.7%	Shares	Defined	2025-05-15
2024-09-30	$72,658,713	661,195	+61.1%	Shares	Defined	2025-05-14
2024-06-30	$38,357,201	410,457	+21.4%	Shares	Defined	2025-05-14
2024-03-31	$39,657,628	337,972	-10.9%	Shares	Defined	2024-10-17
2023-12-31	$44,829,398	379,107	+6.2%	Shares	Defined	2024-08-16
2023-09-30	$33,966,446	357,053	+7.2%	Shares	Defined	2023-11-15
2023-06-30	$34,482,678	333,166	-3.5%	Shares	Defined	2023-08-14
2023-03-31	$27,501,599	345,324	+9.1%	Shares	Defined	2023-05-15
2022-12-31	$23,898,619	316,580	-25.2%	Shares	Defined	2023-02-14
2022-09-30	$29,628,827	423,390	-24.4%	Shares	Defined	2022-11-14
2022-06-30	$41,831,831	559,773	+108.9%	Shares	Defined	2022-10-27
2022-03-31	$21,092,856	268,016	-52.1%	Shares	Defined	2022-10-27
2021-12-31	$58,089,095	559,787	+396.3%	Shares	Defined	2022-02-14
2021-09-30	$13,846,097	112,790	-27.5%	Shares	Defined	2021-11-15
2021-06-30	$17,568,675	155,475	+15.2%	Shares	Defined	2021-08-23
2021-03-31	$18,181,947	134,941	-78.5%	Shares	Defined	2021-05-17
2020-12-31	$58,497,681	629,075	+1287.9%	Shares	Defined	2021-02-16
2020-09-30	$4,317,658	45,325	-48.0%	Shares	Defined	2020-11-13
2020-06-30	$9,281,744	87,128	+320.8%	Shares	Defined	2020-08-14
2020-03-31	$873,420	20,707	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.