THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Données momentum (gérants comparables) :
étendue des détenteurs -6.0% ·
flux d'actions -1.1% ·
nouvelles positions nettes -7.3%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| 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 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Kayne Anderson Rudnick Investment… | 4.29M | -8.7% | $342.71M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Kayne Anderson Rudnick Investment… | 4.29M | -8.7% | $342.71M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Kayne Anderson Rudnick Investment… | 4.29M | -8.7% | $342.71M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 3.15M | +3.1% | $251.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 3.15M | +3.1% | $251.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 3.15M | +3.1% | $251.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 3.15M | +3.1% | $251.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 3.15M | +3.1% | $251.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Vanguard Capital Management Llc | 2.27M | — | $181.36M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passif) | 1.65M | +1.6% | $131.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Capital Research Global Investors | 1.55M | -2.1% | $123.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passif) | 993.55K | +3.5% | $79.40M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passif) | 993.55K | +3.5% | $79.40M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | American Century Companies Inc | 963.00K | -20.6% | $76.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Harris Associates (Oakmark) ✦ | 962.58K | -9.3% | $76.90M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 904.82K | +48.6% | $72.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Charles Schwab Investment… | 678.07K | +4.2% | $54.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 620.92K | +25059.0% | $49.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 620.92K | +25059.0% | $49.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 582.02K | -8.4% | $46.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 582.02K | -8.4% | $46.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 582.02K | -8.4% | $46.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 582.02K | -8.4% | $46.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | UBS Group AG | 557.17K | +144.1% | $44.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS Group AG | 557.17K | +144.1% | $44.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | UBS Group AG | 557.17K | +144.1% | $44.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | UBS Group AG | 557.17K | +144.1% | $44.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 466.67K | +1.6% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Northern Trust Corp | 466.67K | +1.6% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Northern Trust Corp | 466.67K | +1.6% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Northern Trust Corp | 466.67K | +1.6% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Northern Trust Corp | 466.67K | +1.6% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Northern Trust Corp | 466.67K | +1.6% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Balyasny Asset Management L.P. | 404.41K | -62.6% | $32.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 79 | Royal Bank Of Canada | 401.91K | -5.8% | $32.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Royal Bank Of Canada | 401.91K | -5.8% | $32.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Royal Bank Of Canada | 401.91K | -5.8% | $32.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Royal Bank Of Canada | 401.91K | -5.8% | $32.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Royal Bank Of Canada | 401.91K | -5.8% | $32.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 350.04K | +36.6% | $27.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 350.04K | +36.6% | $27.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Raymond James Financial Inc | 245.20K | -13.0% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Raymond James Financial Inc | 245.20K | -13.0% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Barclays Plc | 242.68K | +260.4% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Barclays Plc | 242.68K | +260.4% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Barclays Plc | 242.68K | +260.4% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Royal London Asset Management Ltd | 239.39K | -9.5% | $19.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | ProShare Advisors LLC | 218.89K | -28.1% | $17.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Janus Henderson Group Plc | 209.17K | +31.9% | $16.71M | 0.0% | ▲ Add | 2 | 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)
| Norges Bank | $21.73M | était 0.0% |
| Alyeska Investment Group, L.P. | $8.22M | était 0.0% |
| Wellington Management | $2.90M | était 0.0% |
| Renaissance Technologies | $2.66M | était 0.0% |
| Hrt Financial Lp | $2.44M | était 0.0% |
| Squarepoint Ops LLC | $1.69M | était 0.0% |
| DZ BANK AG Deutsche Zentral… | $616,020 | était 0.0% |
| Man Group plc | $563,350 | était 0.0% |
| Focus Partners Wealth | $465,869 | était 0.0% |
| Walleye Trading LLC | $322,281 | était 0.0% |
| Brown Advisory Inc | $287,373 | était 0.0% |
| Danske Bank A/S | $41,068 | 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.