THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -14.5% ·
net new positions -8.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 | State Street Global Advisors ✦ (passive) | 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 ✦ (passive) | 870.14K | -4.5% | $83.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 870.14K | -4.5% | $83.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 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 ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Arrowstreet Capital | $3.82M | was 0.0% |
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.