THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +0.4% ·
nuevas posiciones netas -6.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 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 | The Vanguard Group ✦ (pasivo) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (pasivo) | 1.70M | -0.4% | $150.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Harris Associates (Oakmark) ✦ | 1.33M | -9.7% | $117.86M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (pasivo) | 909.51K | -0.2% | $80.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (pasivo) | 909.51K | -0.2% | $80.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Norges Bank ✦ (pasivo) | 580.98K | +1.6% | $51.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 267.80K | +1528.7% | $23.78M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 117.34K | +3946.2% | $10.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Marshall Wace ✦ | 64.81K | +125.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Marshall Wace ✦ | 64.81K | +125.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 47.01K | +243.9% | $4.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 47.01K | +243.9% | $4.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 47.01K | +243.9% | $4.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 47.01K | +243.9% | $4.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 37.85K | -6.5% | $3.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 22.88K | -85.3% | $2.03M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 22.88K | -85.3% | $2.03M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Millennium Management ✦ | 13.83K | -55.0% | $1.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 7.08K | — | $628,851 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 7.08K | — | $628,851 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 7.08K | — | $628,851 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | GAMCO Investors ✦ | 4.10K | 0.0% | $364,121 | 0.0% | Held | 5 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $5.56M | 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.