Position in THO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,720,428
-$562,437 QoQ
Shares Held
21,535
-3.1% QoQ
Ownership
0.041%
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 95%
Shared 0%
None 5%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Derivatives in THO
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$809,646
PutShares
6,900
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, 2026BANK OF MONTREAL /CAN/ holds $114,924,683 across 8 Recreational Vehicles names. THO ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
462,356 | $56,860,538 | |
| 2 | DOO |
BRP Inc.
|
466,543 | $33,502,451 | |
| 3 | WGO |
Winnebago Industries Inc
|
649,792 | $20,137,052 | |
| 4 | THO |
Thor Industries Inc
This page
|
21,535 | $1,720,428 | |
| 5 | PII |
Polaris Inc.
|
19,324 | $1,053,156 | |
| 6 | BC |
Brunswick Corp
|
11,305 | $822,549 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
28,544 | $577,158 | |
| 8 | PATK |
Patrick Industries Inc
|
2,263 | $251,351 |
All Filings in THO
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,720,428 | 21,535 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,282,865 | 22,235 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,043,831 | 19,711 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,815,097 | 20,438 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,589,355 | 20,965 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,005,122 | 20,950 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,224,720 | 20,245 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,932,545 | 20,680 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $809,646 | 6,900 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $2,510,487 | 21,395 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,498,266 | 21,127 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $815,925 | 6,900 | Put | Defined | 2024-02-08 | |
| 2023-09-30 | $1,834,580 | 19,285 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,158,802 | 20,858 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $6,210,000 | 60,000 | Put | Defined | 2023-08-02 | |
| 2023-03-31 | $2,556,124 | 32,096 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $4,778,400 | 60,000 | Put | Defined | 2024-06-13 | |
| 2022-12-31 | $1,491,152 | 19,753 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $11,323,500 | 150,000 | Put | Defined | 2023-02-01 | |
| 2022-09-30 | $1,284,060 | 18,349 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,812,275 | 24,251 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $7,473,000 | 100,000 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $2,829,894 | 35,958 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,847,198 | 46,711 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,889,160 | 39,827 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,444,290 | 39,330 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,409,688 | 17,884 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,631,972 | 17,550 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,542,924 | 16,197 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,690,627 | 15,870 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $69,215 | 1,641 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||