Position in THO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,379,359
+$773,974 QoQ
Shares Held
98,182
+18.7% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#63
of 405 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Derivatives in THO
reported options exposure · as of Jun 30, 2026CallValue
$323,188
CallShares
4,300
PutValue
$0
PutShares
0
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 Jun 30, 2026TUDOR INVESTMENT CORP ET AL holds $14,973,951 across 6 Recreational Vehicles names. THO ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
98,182 | $7,379,359 | |
| 2 | LCII |
Lci Industries
|
20,463 | $2,166,622 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
75,086 | $1,836,603 | |
| 4 | WGO |
Winnebago Industries Inc
|
46,132 | $1,441,163 | |
| 5 | PATK |
Patrick Industries Inc
|
12,872 | $1,155,648 | |
| 6 | MBUU |
Malibu Boats, Inc.
|
36,258 | $994,556 |
All Filings in THO
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,188 | 4,300 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $7,379,359 | 98,182 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $327,549 | 4,100 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $247,659 | 3,100 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $6,605,385 | 82,681 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,966,039 | 38,629 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $657,088 | 6,400 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $1,078,376 | 10,400 | Call | Defined | 2025-12-09 | |
| 2025-06-30 | $950,267 | 10,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $523,979 | 5,900 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $318,402 | 4,200 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $1,092,346 | 14,409 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $325,983 | 4,300 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $248,846 | 2,600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $705,478 | 7,371 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,131,853 | 137,700 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,833,717 | 190,837 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,512,366 | 21,411 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $304,416 | 3,200 | Put | Defined | 2023-11-15 | |
| 2023-09-30 | $247,338 | 2,600 | Call | Defined | 2023-11-15 | |
| 2023-03-31 | $9,238,240 | 116,000 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $254,848 | 3,200 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $2,482,488 | 32,885 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,568,952 | 93,869 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $204,620 | 2,600 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $4,846,162 | 46,701 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $270,072 | 2,200 | Call | Defined | 2021-11-17 | |
| 2021-09-30 | $1,048,370 | 8,540 | Shares | Defined | 2021-11-17 | |
| 2021-03-31 | $467,008 | 3,466 | Shares | Defined | 2021-05-17 | |
| 2020-09-30 | $857,530 | 9,002 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,752,723 | 63,388 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,042,141 | 24,707 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||