Position in THO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$127,002,962
-$4,466,898 QoQ
Shares Held
1,689,768
+2.7% QoQ
Ownership
3.25%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 408 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 82%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026STATE STREET CORP holds $867,357,075 across 10 Recreational Vehicles names. THO ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
2,692,541 | $184,277,506 | |
| 2 | BC |
Brunswick Corp
|
2,126,703 | $179,153,460 | |
| 3 | THO |
Thor Industries Inc
This page
|
1,689,768 | $127,002,962 | |
| 4 | PATK |
Patrick Industries Inc
|
1,285,188 | $115,384,178 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
4,236,174 | $103,616,816 | |
| 6 | LCII |
Lci Industries
|
949,136 | $100,494,519 | |
| 7 | WGO |
Winnebago Industries Inc
|
1,111,638 | $34,727,571 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
458,813 | $12,585,240 |
All Filings in THO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,002,962 | 1,689,768 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $131,469,860 | 1,645,636 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $166,298,089 | 1,619,734 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $173,062,964 | 1,669,042 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $150,776,555 | 1,697,743 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $129,221,404 | 1,704,543 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $161,357,010 | 1,685,895 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $178,461,579 | 1,624,002 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $148,621,291 | 1,590,383 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $188,349,709 | 1,605,162 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $185,905,200 | 1,572,137 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $146,315,267 | 1,538,056 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $160,291,692 | 1,548,712 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $127,441,441 | 1,600,219 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $120,188,006 | 1,592,105 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $106,237,407 | 1,518,111 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $112,346,615 | 1,503,367 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $119,304,556 | 1,515,941 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $146,306,775 | 1,409,914 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $169,071,455 | 1,377,252 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $155,906,665 | 1,379,705 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $168,946,578 | 1,253,871 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $117,037,771 | 1,258,606 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $119,398,407 | 1,253,395 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $136,382,049 | 1,280,222 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $55,811,732 | 1,323,180 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||