Cliff Asness's THO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 74,743 shares of THOR Industries, Inc. (THO) worth $7.67 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in THO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2020, adding 389,400 shares. Largest reduction occurred in Q1 2018, reducing 283,750 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's THOR Industries (THO) Holding Value Over Time
Track share changes against reported price movement
Quarterly THOR Industries (THO) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,633 | Add 2.23% | 74,743 | $102.67 |
| Q3 2025 | +26,105 | Add 55.54% | 73,110 | $103.69 |
| Q2 2025 | +33,338 | Add 243.93% | 47,005 | $88.04 |
| Q1 2025 | -12,461 | Reduce 47.69% | 13,667 | $75.81 |
| Q4 2024 | -8,957 | Reduce 25.53% | 26,128 | $95.58 |
| Q3 2024 | -19,976 | Reduce 36.28% | 35,085 | $109.25 |
| Q2 2024 | +2,218 | Add 4.20% | 55,061 | $92.44 |
| Q1 2024 | -21,840 | Reduce 29.24% | 52,843 | $116.35 |
| Q4 2023 | +4,943 | Add 7.09% | 74,683 | $118.25 |
| Q3 2023 | -50,672 | Reduce 42.08% | 69,740 | $95.13 |
| Q2 2023 | -33,268 | Reduce 21.65% | 120,412 | $103.50 |
| Q1 2023 | -51,050 | Reduce 24.94% | 153,680 | $79.03 |
| Q4 2022 | -24,955 | Reduce 10.86% | 204,730 | $74.92 |
| Q3 2022 | -18,807 | Reduce 7.57% | 229,685 | $69.98 |
| Q2 2022 | +145,134 | Add 140.42% | 248,492 | $74.03 |
| Q1 2022 | +63,548 | Add 159.63% | 103,358 | $78.70 |
| Q4 2021 | +28,823 | Add 262.34% | 39,810 | $103.74 |
| Q3 2021 | -66,040 | Reduce 85.74% | 10,987 | $122.78 |
| Q2 2021 | -38,589 | Reduce 33.38% | 77,027 | $112.75 |
| Q1 2021 | -91,075 | Reduce 44.06% | 115,616 | $134.74 |
| Q4 2020 | -207,589 | Reduce 50.11% | 206,691 | $92.99 |
| Q3 2020 | +389,400 | Add 1565.11% | 414,280 | $95.26 |
| Q2 2020 | +14,197 | Add 132.89% | 24,880 | $106.51 |
| Q1 2020 | -2,964 | Reduce 21.72% | 10,683 | $42.22 |
| Q4 2019 | -16,291 | Reduce 54.42% | 13,647 | $74.30 |
| Q3 2019 | +26,143 | Add 688.88% | 29,938 | $56.65 |
| Q2 2019 | -1,581 | Reduce 29.41% | 3,795 | $58.23 |
| Q1 2019 | -202 | Reduce 3.62% | 5,376 | $62.31 |
| Q4 2018 | -4,194 | Reduce 42.92% | 5,578 | $51.99 |
| Q3 2018 | -226,827 | Reduce 95.87% | 9,772 | $83.71 |
| Q2 2018 | +17,463 | Add 7.97% | 236,599 | $97.39 |
| Q1 2018 | -283,750 | Reduce 56.42% | 219,136 | $115.17 |
| Q4 2017 | -155,271 | Reduce 23.59% | 502,886 | $150.72 |
| Q3 2017 | -206,868 | Reduce 23.91% | 658,157 | $125.91 |
| Q2 2017 | -188,361 | Reduce 17.88% | 865,025 | $104.52 |
| Q1 2017 | +171,908 | Add 19.50% | 1.05 M | $96.13 |
| Q4 2016 | +334,396 | Add 61.12% | 881,478 | $100.05 |
| Q3 2016 | +318,720 | Add 139.57% | 547,082 | $84.70 |
| Q2 2016 | +55,343 | Add 31.99% | 228,362 | $64.74 |
| Q1 2016 | +3,862 | Add 2.28% | 173,019 | $63.77 |
| Q4 2015 | +64,841 | Add 62.16% | 169,157 | $56.15 |
| Q3 2015 | +68,491 | Add 191.18% | 104,316 | $51.80 |
| Q2 2015 | -2,499 | Reduce 6.52% | 35,825 | $56.27 |
| Q1 2015 | -900 | Reduce 2.29% | 38,324 | $63.20 |
| Q4 2014 | -41,800 | Reduce 51.59% | 39,224 | $55.86 |
| Q3 2014 | +16,800 | Add 26.16% | 81,024 | $51.50 |
| Q2 2014 | +17,000 | Add 36.00% | 64,224 | $56.86 |
| Q1 2014 | -21,400 | Reduce 31.18% | 47,224 | $61.05 |
| Q4 2013 | +33,200 | Add 93.72% | 68,624 | $55.23 |
| Q3 2013 | +21,834 | Add 160.66% | 35,424 | $58.04 |
| Q2 2013 | +13,590 | Add 0.00% | 13,590 | $49.15 |
| Q4 2012 | +21,027 | Add 0.00% | 21,027 | $37.43 |
Cliff Asness's THOR Industries Investment FAQs
Cliff Asness first purchased THOR Industries, Inc. (THO) in Q4 2012, acquiring 21,027 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held THOR Industries, Inc. (THO) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to THOR Industries, Inc. (THO) was in Q3 2020, adding 414,280 shares worth $39.46 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 74,743 shares of THOR Industries, Inc. (THO), valued at approximately $7.67 M.
As of the Q4 2025 filing, THOR Industries, Inc. (THO) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in THOR Industries, Inc. (THO) was 1,053,386 shares, as reported at the end of Q1 2017.