THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Señales de momentum (gestores comparables):
amplitud de titulares +9.1% ·
flujo de acciones -2.5% ·
nuevas posiciones netas +8.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 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) ✦ | 2.41M | -9.4% | $265.07M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 911.23K | +1.4% | $100.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 911.23K | +1.4% | $100.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 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 | Nuevo | $7.68M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 69.90K | Nuevo | $7.68M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 69.90K | Nuevo | $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 ↗ |
«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
| Wellington Management | $7.68M | 0.0% |
| Wellington Management | $7.68M | 0.0% |
| Wellington Management | $7.68M | 0.0% |
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.