THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 107 | -1 | 32.55M | $2.45B | +8 | −8 |
| Q1 2026 | 110 | -7 | 33.31M | $2.66B | +5 | −13 |
| Q4 2025 | 118 | -1 | 36.83M | $3.78B | +2 | −2 |
| Q3 2025 | 19 | +2 | 18.53M | $1.92B | +4 | −3 |
| Q2 2025 | 15 | -1 | 15.20M | $1.35B | — | −1 |
| Q1 2025 | 13 | +1 | 5.02M | $380.89M | +2 | −1 |
| Q4 2024 | 12 | -1 | 5.41M | $517.67M | — | −1 |
| Q3 2024 | 12 | +1 | 4.64M | $509.94M | +1 | — |
| Q2 2024 | 11 | — | 4.76M | $444.93M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Harris Associates (Oakmark) ✦ | 2.66M | — | $248.94M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 898.47K | — | $83.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 898.47K | — | $83.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 529.68K | — | $49.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 225.64K | — | $21.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 177.52K | — | $16.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 177.52K | — | $16.59M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 93.90K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 55.06K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 55.06K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 51.30K | — | $4.79M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 33.73K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 28.25K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 4.10K | — | $383,145 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 411 tenedores, 52.53M acciones, $4.10B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.