THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow -2.5% ·
net new positions +8.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Harris Associates (Oakmark) ✦ | 2.41M | -9.4% | $265.07M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 911.23K | +1.4% | $100.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 911.23K | +1.4% | $100.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 505.66K | -4.5% | $55.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 347.55K | +54.0% | $38.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 182.11K | +93.9% | $20.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Gotham Asset Management ✦ | 82.92K | +61.6% | $9.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 69.90K | New | $7.68M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 69.90K | New | $7.68M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 69.90K | New | $7.68M | 0.0% | New | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 35.46K | +5.1% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 35.09K | -36.3% | $3.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 35.09K | -36.3% | $3.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 34.75K | +23.0% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 19.58K | -89.0% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | GAMCO Investors ✦ | 4.10K | 0.0% | $450,549 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $7.68M | 0.0% |
| Wellington Management | $7.68M | 0.0% |
| Wellington Management | $7.68M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 411 holders, 52.53M shares, $4.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.