Position in THO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$131,469,860
-$34,828,229 QoQ
Shares Held
1,645,636
+1.6% QoQ
Ownership
3.16%
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 17.907726860618023.ToString("F0")%
Shared 0.23364826729604846.ToString("F0")%
None 81.85862487208593.ToString("F0")%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026STATE STREET CORP holds $805,333,655 across 11 Recreational Vehicles names. THO ranks #4 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
2,073,292 | $150,852,725 | |
| 2 | PII |
Polaris Inc.
|
2,571,510 | $140,147,295 | |
| 3 | PATK |
Patrick Industries Inc
|
1,250,577 | $138,901,587 | |
| 4 | THO |
Thor Industries Inc
This page
|
1,645,636 | $131,469,860 | |
| 5 | LCII |
Lci Industries
|
921,661 | $113,345,869 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
3,795,273 | $76,740,420 | |
| 7 | WGO |
Winnebago Industries Inc
|
1,103,528 | $34,198,332 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
443,973 | $11,507,780 |
All Filings in THO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||