证券记录 · 已归档季度
THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
19被追踪持有人
+2Δ持有人
18.53M持有股份
$1.92B报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +11.8% ·
股份流向 -0.4% ·
净新建仓位 +5.3%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 31.25K | $2.07M | +1 | n/a |
| 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 |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 5.34M | -0.9% | $553.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 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 ✦ (被动) | 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 ✦ (被动) | 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 | 新增 | $8.95M | 0.0% | New | 1 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 84.15K | 新增 | $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 | 新增 | $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 | 新增 | $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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Renaissance Technologies | $8.95M | 0.0% |
| Arrowstreet Capital | $8.73M | 0.0% |
| Wellington Management | $3.32M | 0.0% |
| Bridgewater Associates | $1.19M | 0.0% |
已清仓
| Norges Bank | $51.60M | 曾为 0.0% |
| Marshall Wace | $5.76M | 曾为 0.0% |
| Citadel Advisors | $2.03M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 411 持有人, 52.53M 股份, $4.10B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
Oct 19
SC 13G/A: ACR Alpine Capital Research, LLC
Aug 13
SC 13G/A: KAYNE ANDERSON RUDNICK INVESTMENT…
Aug 13
SC 13G: Life Cycle Investment Partners Ltd
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据