Effectdossier · gearchiveerd kwartaal
THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
19Gevolgde houders
+2Δ houders
18.53MGehouden aandelen
$1.92BGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.8% ·
aandelenstroom -0.4% ·
netto nieuwe posities +5.3%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q3 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 5.34M | -0.9% | $553.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 5.34M | -0.9% | $553.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passief) | 5.34M | -0.9% | $553.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passief) | 5.34M | -0.9% | $553.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passief) | 5.34M | -0.9% | $553.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 4.66M | -1.2% | $483.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.63M | — | $272.25M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (passief) | 1.67M | -1.7% | $173.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Harris Associates (Oakmark) ✦ | 1.08M | -18.4% | $112.21M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 990.87K | — | $102.74M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Geode Capital Management ✦ (passief) | 961.91K | +5.8% | $99.76M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Geode Capital Management ✦ (passief) | 961.91K | +5.8% | $99.76M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 381.10K | +42.3% | $39.52M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 369.60K | — | $38.32M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 369.60K | — | $38.32M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Two Sigma Investments ✦ | 99.53K | -15.2% | $10.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 86.30K | Nieuw | $8.95M | 0.0% | New | 1 | SEC ↗ |
| 54 | Arrowstreet Capital ✦ | 84.15K | Nieuw | $8.73M | 0.0% | New | 1 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 73.11K | +55.5% | $7.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 73.11K | +55.5% | $7.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 73.11K | +55.5% | $7.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 73.11K | +55.5% | $7.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 40.52K | +7.1% | $4.20M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | Wellington Management ✦ | 31.98K | Nieuw | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 61 | Wellington Management ✦ | 31.98K | Nieuw | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 12.77K | +80.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 12.77K | +80.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 12.77K | +80.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Bridgewater Associates ✦ | 11.45K | Nieuw | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 66 | Millennium Management ✦ | 6.39K | -53.8% | $662,164 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | GAMCO Investors ✦ | 4.10K | 0.0% | $425,129 | 0.0% | Held | 6 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Renaissance Technologies | $8.95M | 0.0% |
| Arrowstreet Capital | $8.73M | 0.0% |
| Wellington Management | $3.32M | 0.0% |
| Wellington Management | $3.32M | 0.0% |
| Bridgewater Associates | $1.19M | 0.0% |
Verlaten
| Norges Bank | $51.60M | was 0.0% |
| Marshall Wace | $5.76M | was 0.0% |
| Citadel Advisors | $2.03M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 411 houders, 52.53M aandelen, $4.10B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q3 2025 ·
Methodologie ·
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