证券记录 · 已归档季度
THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
12被追踪持有人
-1Δ持有人
5.41M持有股份
$517.67M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -7.7% ·
股份流向 -14.5% ·
净新建仓位 -8.3%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q4 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 870.14K | -4.5% | $83.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 870.14K | -4.5% | $83.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (被动) | 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Arrowstreet Capital | $3.82M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 411 持有人, 52.53M 股份, $4.10B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2024 ·
方法论 ·
通过API获取此数据