THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones -7.1% ·
nuevas posiciones netas +7.7%
— 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 Q1 2025
| 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 | State Street Global Advisors ✦ (pasivo) | 1.70M | +1.1% | $129.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Harris Associates (Oakmark) ✦ | 1.47M | -1.4% | $111.42M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 911.16K | +4.7% | $69.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 911.16K | +4.7% | $69.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 572.08K | 0.0% | $43.37M | 0.0% | Held | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 156.10K | +78.3% | $11.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 156.10K | +78.3% | $11.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 73.30K | -75.0% | $5.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 40.49K | +5.3% | $3.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Millennium Management ✦ | 30.76K | -85.4% | $2.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Marshall Wace ✦ | 28.70K | Nuevo | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 16.44K | -81.3% | $1.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 13.67K | -47.7% | $1.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 13.67K | -47.7% | $1.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 13.67K | -47.7% | $1.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 13.67K | -47.7% | $1.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 4.10K | 0.0% | $310,821 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 2.90K | Nuevo | $219,849 | 0.0% | New | 1 | 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
| Marshall Wace | $2.18M | 0.0% |
| Two Sigma Investments | $219,849 | 0.0% |
Posición cerrada
| Wellington Management | $3.87M | era 0.0% |
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.