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Registro do valor mobiliário · trimestre arquivado

THO

Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles

66.16 -3.3% cap. de mercado $3.41B cotação com atraso (FMP) · em Oct 19 16:08 UTC · independente dos dados de arquivo abaixo

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
110Detentores rastreados
-7Δ titulares
33.31MAções mantidas
$2.66BValor reportado
+5Novas posições
−13Saídas
Falling Pontuação de convicção 32/100 Como estes valores são calculados → Explicar isso no Research Desk →

Dados de momentum (gestores comparáveis): amplitude de detentores -6.0% · fluxo de ações -1.1% · novas posições líquidas -7.3% · fórmula
Distribuição ampla: ações em queda e menos detentores

Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026

Participação ao longo do tempo
TrimestreDetentoresΔAçõesValor reportadoNovoSaídas
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
Número de detentores
Quem detém · Q1 2026
#GestorAçõesΔ açõesValorSeu pesoDetido
1 BlackRock ✦ (passivo) 4.76M +3.1% $380.07M 0.0% ▲ Add 4 SEC ↗ ×16
2 Kayne Anderson Rudnick Investment… 4.29M -8.7% $342.71M 1.0% ▼ Trim 2 SEC ↗ ×3
3 Dimensional Fund Advisors Lp 3.15M +3.1% $251.38M 0.1% ▲ Add 2 SEC ↗ ×5
4 Vanguard Capital Management Llc 2.27M n/a $181.36M 0.0% n/c 1 SEC ↗
5 State Street Global Advisors ✦ (passivo) 1.65M +1.6% $131.47M 0.0% ▲ Add 6 SEC ↗
6 Capital Research Global Investors 1.55M -2.1% $123.72M 0.0% ▼ Trim 2 SEC ↗
7 JPMorgan Chase ✦ 1.36M +8.8% $106.69M 0.0% ▲ Add 3 SEC ↗ ×7
8 Geode Capital Management ✦ (passivo) 993.55K +3.5% $79.40M 0.0% ▲ Add 8 SEC ↗ ×2
9 American Century Companies Inc 963.00K -20.6% $76.93M 0.0% ▼ Trim 2 SEC ↗
10 Harris Associates (Oakmark) ✦ 962.58K -9.3% $76.90M 0.1% ▼ Trim 8 SEC ↗
11 Envestnet Asset Management Inc 904.82K +48.6% $72.29M 0.0% ▲ Add 2 SEC ↗
12 Morgan Stanley ✦ 680.45K -6.6% $54.36M 0.0% ▼ Trim 3 SEC ↗ ×9
13 Charles Schwab Investment… 678.07K +4.2% $54.17M 0.0% ▲ Add 2 SEC ↗
14 Jones Financial Companies Lllp 620.92K +25059.0% $49.13M 0.0% ▲ Add 2 SEC ↗ ×2
15 Wells Fargo & Company/Mn 582.02K -8.4% $46.50M 0.0% ▼ Trim 2 SEC ↗ ×4
16 UBS Group AG 557.17K +144.1% $44.51M 0.0% ▲ Add 2 SEC ↗ ×4
17 Northern Trust Corp 466.67K +1.6% $37.28M 0.0% ▲ Add 2 SEC ↗ ×6
18 Bank of New York Mellon Corp 416.68K -2.8% $33.29M 0.0% ▼ Trim 2 SEC ↗ ×12
19 Balyasny Asset Management L.P. 404.41K -62.6% $32.31M 0.1% ▼ Trim 2 SEC ↗
20 Royal Bank Of Canada 401.91K -5.8% $32.11M 0.0% ▼ Trim 2 SEC ↗ ×5
21 Goldman Sachs Group ✦ 350.04K +36.6% $27.96M 0.0% ▲ Add 3 SEC ↗ ×2
22 Invesco Ltd. 259.43K +5.3% $20.73M 0.0% ▲ Add 2 SEC ↗ ×7
23 Raymond James Financial Inc 245.20K -13.0% $19.59M 0.0% ▼ Trim 2 SEC ↗ ×2
24 Barclays Plc 242.68K +260.4% $19.39M 0.0% ▲ Add 2 SEC ↗ ×3
25 Royal London Asset Management Ltd 239.39K -9.5% $19.13M 0.0% ▼ Trim 2 SEC ↗
26 ProShare Advisors LLC 218.89K -28.1% $17.49M 0.0% ▼ Trim 2 SEC ↗
27 Janus Henderson Group Plc 209.17K +31.9% $16.71M 0.0% ▲ Add 2 SEC ↗ ×2
28 Citadel Advisors ✦ 205.44K -74.2% $16.41M 0.0% ▼ Trim 2 SEC ↗ ×2
29 Bank Of America Corp /De/ 189.89K +190.8% $15.17M 0.0% ▲ Add 2 SEC ↗ ×2
30 Lazard Asset Management Llc 184.83K +9.2% $14.77M 0.0% ▲ Add 2 SEC ↗
31 Gotham Asset Management ✦ 172.36K -53.5% $13.77M 0.0% ▼ Trim 8 SEC ↗
32 Stifel Financial Corp 171.36K -5.4% $13.69M 0.0% ▼ Trim 2 SEC ↗ ×4
33 UBS AM, a distinct business unit of… 151.19K +5.7% $12.08M 0.0% ▲ Add 2 SEC ↗ ×10
34 Rhumbline Advisers 144.80K +1.7% $11.57M 0.0% ▲ Add 2 SEC ↗
35 Millennium Management ✦ 126.56K -3.0% $10.11M 0.0% ▼ Trim 8 SEC ↗
36 Hotchkis & Wiley Capital Management… 124.83K +5.0% $9.97M 0.0% ▲ Add 2 SEC ↗
37 Quantinno Capital Management LP 121.25K -23.2% $9.69M 0.0% ▼ Trim 2 SEC ↗
38 Franklin Resources Inc 120.08K +1092.7% $9.59M 0.0% ▲ Add 2 SEC ↗ ×6
39 Principal Financial Group Inc 117.92K +4.2% $9.42M 0.0% ▲ Add 2 SEC ↗ ×2
40 Mariner, LLC 110.14K +28.3% $8.80M 0.0% ▲ Add 2 SEC ↗
41 AQR Capital Management ✦ 100.12K +34.0% $8.00M 0.0% ▲ Add 8 SEC ↗ ×6
42 Swiss National Bank 99.30K +0.7% $7.93M 0.0% ▲ Add 2 SEC ↗
43 California Public Employees… 97.76K +1.9% $7.81M 0.0% ▲ Add 2 SEC ↗
44 Nuveen, LLC 91.92K +4.6% $7.34M 0.0% ▲ Add 2 SEC ↗ ×3
45 Victory Capital Management Inc 84.19K +60.6% $6.73M 0.0% ▲ Add 2 SEC ↗
46 Alliancebernstein L.P. 64.75K -1.5% $6.65M 0.0% ▼ Trim 2 SEC ↗
47 Tudor Investment Corp Et Al 82.68K +114.0% $6.61M 0.0% ▲ Add 2 SEC ↗
48 Two Sigma Investments ✦ 79.37K +30.3% $6.34M 0.0% ▲ Add 5 SEC ↗
49 First Trust Advisors Lp 79.34K -1.9% $6.34M 0.0% ▼ Trim 2 SEC ↗
50 Russell Investments Group, Ltd. 78.40K -13.6% $6.26M 0.0% ▼ Trim 2 SEC ↗ ×10
51 Legal & General Group Plc 75.67K -11.7% $6.05M 0.0% ▼ Trim 2 SEC ↗ ×3
52 Cetera Investment Advisers 68.01K +11.9% $5.43M 0.0% ▲ Add 2 SEC ↗
53 New York State Common Retirement… 66.89K 0.0% $5.34M 0.0% Held 2 SEC ↗
54 Cerity Partners LLC 66.15K -53.3% $5.28M 0.0% ▼ Trim 2 SEC ↗ ×2
55 Ameriprise Financial Inc 65.96K -7.6% $5.27M 0.0% ▼ Trim 2 SEC ↗ ×4
56 California State Teachers… 59.24K +24.8% $4.73M 0.0% ▲ Add 2 SEC ↗
57 Sei Investments Co 54.48K +19.0% $4.35M 0.0% ▲ Add 2 SEC ↗ ×2
58 Qube Research & Technologies Ltd 51.11K Novo $4.08M 0.0% New 1 SEC ↗
59 T. Rowe Price ✦ 47.35K +12.3% $3.78M 0.0% ▲ Add 8 SEC ↗
60 Susquehanna International Group, Llp 44.87K +276.0% $3.58M 0.0% ▲ Add 2 SEC ↗
61 State Board Of Administration Of… 41.28K -3.8% $3.30M 0.0% ▼ Trim 2 SEC ↗
62 Truist Financial Corp 35.58K -10.2% $2.84M 0.0% ▼ Trim 2 SEC ↗ ×2
63 Manufacturers Life Insurance… 35.45K -2.6% $2.83M 0.0% ▼ Trim 2 SEC ↗
64 LPL Financial LLC 33.67K -4.0% $2.69M 0.0% ▼ Trim 2 SEC ↗
65 Corient Private Wealth LP 26.36K -48.1% $2.10M 0.0% ▼ Trim 2 SEC ↗ ×2
66 Arrowstreet Capital ✦ 26.23K Novo $2.10M 0.0% New 1 SEC ↗
67 Fifth Third Bancorp 23.49K +2594.0% $1.88M 0.0% ▲ Add 2 SEC ↗
68 State Of Wisconsin Investment Board 22.29K -16.4% $1.78M 0.0% ▼ Trim 2 SEC ↗
69 Bank Of Montreal /Can/ 21.54K -3.1% $1.72M 0.0% ▼ Trim 2 SEC ↗ ×6
70 Zurcher Kantonalbank (Zurich… 21.29K +32.6% $1.70M 0.0% ▲ Add 2 SEC ↗
71 Creative Planning 19.55K +65.5% $1.56M 0.0% ▲ Add 2 SEC ↗
72 Pnc Financial Services Group, Inc. 19.20K -12.1% $1.53M 0.0% ▼ Trim 2 SEC ↗ ×5
73 Citigroup Inc 16.60K +19.7% $1.33M 0.0% ▲ Add 2 SEC ↗ ×3
74 Cibc World Market Inc. 15.98K +0.4% $1.28M 0.0% ▲ Add 2 SEC ↗
75 Universal- Beteiligungs- und… 12.01K -77.4% $959,319 0.0% ▼ Trim 2 SEC ↗
76 HighTower Advisors, LLC 8.77K -10.8% $700,412 0.0% ▼ Trim 2 SEC ↗
77 Fidelity (FMR) ✦ 8.08K -6.7% $645,757 0.0% ▼ Trim 4 SEC ↗ ×2
78 Pictet Asset Management Holding SA 7.93K +6.4% $633,608 0.0% ▲ Add 2 SEC ↗
79 Mml Investors Services, Llc 7.34K -28.5% $586,357 0.0% ▼ Trim 2 SEC ↗
80 Mercer Global Advisors Inc /Adv 7.14K -19.5% $570,713 0.0% ▼ Trim 2 SEC ↗
81 Bnp Paribas Financial Markets 7.07K +30.2% $564,503 0.0% ▲ Add 2 SEC ↗
82 Captrust Financial Advisors 6.47K -7.3% $516,808 0.0% ▼ Trim 2 SEC ↗
83 Pacer Advisors, Inc. 6.07K -3.7% $485,000 0.0% ▼ Trim 2 SEC ↗
84 Canada Pension Plan Investment Board 5.90K +227.8% $471,351 0.0% ▲ Add 2 SEC ↗
85 Voya Investment Management Llc 5.25K -2.6% $419,502 0.0% ▼ Trim 2 SEC ↗
86 Deutsche Bank Ag\ 4.87K +7.8% $389,145 0.0% ▲ Add 2 SEC ↗ ×2
87 Wealth Enhancement Advisory… 4.94K -8.9% $381,944 0.0% ▼ Trim 2 SEC ↗
88 GAMCO Investors ✦ 4.10K 0.0% $327,549 0.0% Held 8 SEC ↗
89 Neuberger Berman Group LLC 4.09K -15.7% $326,431 0.0% ▼ Trim 2 SEC ↗
90 Commonwealth Equity Services, Llc 3.91K +2.1% $312,430 0.0% ▲ Add 2 SEC ↗
91 Amundi 3.28K Novo $262,359 0.0% New 1 SEC ↗
92 Prudential Financial Inc 3.12K -5.2% $249,017 0.0% ▼ Trim 2 SEC ↗
93 Ensign Peak Advisors, Inc 3.06K 0.0% $244,783 0.0% Held 2 SEC ↗
94 Hsbc Holdings Plc 3.02K -50.0% $241,587 0.0% ▼ Trim 2 SEC ↗
95 Jane Street Group, Llc 2.97K -52.7% $237,193 0.0% ▼ Trim 2 SEC ↗ ×3
96 Rockefeller Capital Management L.P. 2.91K -7.0% $232,611 0.0% ▼ Trim 2 SEC ↗ ×4
97 Federated Hermes, Inc. 2.62K -14.8% $209,711 0.0% ▼ Trim 2 SEC ↗ ×3
98 Us Bancorp \De\ 2.25K -8.5% $179,711 0.0% ▼ Trim 2 SEC ↗ ×3
99 Osaic Holdings, Inc. 2.04K +5.7% $163,291 0.0% ▲ Add 2 SEC ↗ ×2
100 Northwestern Mutual Wealth… 1.20K +52.5% $95,904 0.0% ▲ Add 2 SEC ↗

"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.

Novos compradores

Qube Research & Technologies… $4.08M 0.0%
Arrowstreet Capital $2.10M 0.0%
Amundi $262,359 0.0%

Encerrado

Norges Bank $21.73M era 0.0%
Alyeska Investment Group, L.P. $8.22M era 0.0%
Wellington Management $2.90M era 0.0%
Renaissance Technologies $2.66M era 0.0%
Hrt Financial Lp $2.44M era 0.0%
Squarepoint Ops LLC $1.69M era 0.0%
DZ BANK AG Deutsche Zentral… $616,020 era 0.0%
Man Group plc $563,350 era 0.0%
Focus Partners Wealth $465,869 era 0.0%
Walleye Trading LLC $322,281 era 0.0%
Brown Advisory Inc $287,373 era 0.0%
Danske Bank A/S $41,068 era 0.0%

Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 411 detentores, 52.53M ações, $4.10B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.

Frequentemente detidos em conjunto

O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.

Participação beneficiária
Aug 13 SC 13G/A: KAYNE ANDERSON RUDNICK INVESTMENT…

Ver filing original na SEC ↗

Aug 13 SC 13G: Life Cycle Investment Partners Ltd

Ver filing original na SEC ↗

Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR. Período de referência: Q1 2026 · Metodologia · Obtenha isto via API