THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Input momentum (manajer yang sebanding):
keluasan pemegang +11.8% ·
aliran saham -0.4% ·
posisi baru bersih +5.3%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q3 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 106 | 0 | 32.55M | $2.45B | +8 | −9 |
| 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 | n/a | −1 |
| Q1 2025 | 13 | +1 | 5.02M | $380.89M | +2 | −1 |
| Q4 2024 | 12 | -1 | 5.41M | $517.67M | n/a | −1 |
| Q3 2024 | 12 | +1 | 4.64M | $509.94M | +1 | n/a |
| Q2 2024 | 11 | n/a | 4.76M | $444.93M | n/a | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasif) | 5.34M | -0.9% | $553.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasif) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 3 | JPMorgan Chase ✦ | 2.63M | n/a | $272.25M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 4 | State Street Global Advisors ✦ (pasif) | 1.67M | -1.7% | $173.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 1.08M | -18.4% | $112.21M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 990.87K | n/a | $102.74M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 7 | Geode Capital Management ✦ (pasif) | 961.91K | +5.8% | $99.76M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Gotham Asset Management ✦ | 381.10K | +42.3% | $39.52M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 369.60K | n/a | $38.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 99.53K | -15.2% | $10.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 86.30K | Baru | $8.95M | 0.0% | New | 1 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 84.15K | Baru | $8.73M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 73.11K | +55.5% | $7.58M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 14 | T. Rowe Price ✦ | 40.52K | +7.1% | $4.20M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Wellington Management ✦ | 31.98K | Baru | $3.32M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Fidelity (FMR) ✦ | 12.77K | +80.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Bridgewater Associates ✦ | 11.45K | Baru | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 18 | Millennium Management ✦ | 6.39K | -53.8% | $662,164 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 4.10K | 0.0% | $425,129 | 0.0% | Held | 6 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Renaissance Technologies | $8.95M | 0.0% |
| Arrowstreet Capital | $8.73M | 0.0% |
| Wellington Management | $3.32M | 0.0% |
| Bridgewater Associates | $1.19M | 0.0% |
Telah keluar
| Norges Bank | $51.60M | adalah 0.0% |
| Marshall Wace | $5.76M | adalah 0.0% |
| Citadel Advisors | $2.03M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 411 pemegang, 52.53M saham, $4.10B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.