THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Données momentum (gérants comparables) :
étendue des détenteurs -6.2% ·
flux d'actions +0.4% ·
nouvelles positions nettes -6.7%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 5.38M | — | $478.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 4.72M | — | $419.16M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passif) | 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 ✦ (passif) | 909.51K | -0.2% | $80.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 909.51K | -0.2% | $80.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Norges Bank ✦ (passif) | 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 ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Renaissance Technologies | $5.56M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 411 détenteurs, 52.53M actions, $4.10B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.