THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.7% ·
Aktienfluss -14.5% ·
neue Nettopositionen -8.3%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passiv) | 1.69M | — | $161.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Harris Associates (Oakmark) ✦ | 1.49M | -38.2% | $142.73M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passiv) | 870.14K | -4.5% | $83.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passiv) | 870.14K | -4.5% | $83.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (passiv) | 572.08K | +13.1% | $54.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 293.40K | +61.1% | $28.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 211.07K | -39.3% | $20.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 87.95K | +6.1% | $8.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 87.55K | +347.1% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 87.55K | +347.1% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 40.45K | -42.1% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 40.45K | -42.1% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 40.45K | -42.1% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 38.45K | +8.4% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 26.13K | -25.5% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 26.13K | -25.5% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 26.13K | -25.5% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 26.13K | -25.5% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 4.10K | 0.0% | $392,411 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Arrowstreet Capital | $3.82M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 411 Inhaber, 52.53M Anteile, $4.10B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.