Joel Greenblatt's THO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 370,287 shares of THOR Industries, Inc. (THO) worth $38.02 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in THO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 422,770 shares. Largest reduction occurred in Q1 2015, reducing 293,928 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's THOR Industries (THO) Holding Value Over Time
Track share changes against reported price movement
Quarterly THOR Industries (THO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -10,808 | Reduce 2.84% | 370,287 | $102.67 |
| Q3 2025 | +113,297 | Add 42.31% | 381,095 | $103.69 |
| Q2 2025 | +251,356 | Add 1528.74% | 267,798 | $88.81 |
| Q1 2025 | -71,513 | Reduce 81.31% | 16,442 | $75.81 |
| Q4 2024 | +5,034 | Add 6.07% | 87,955 | $95.71 |
| Q3 2024 | +31,616 | Add 61.62% | 82,921 | $109.89 |
| Q2 2024 | +15,971 | Add 45.20% | 51,305 | $93.45 |
| Q1 2024 | -6,962 | Reduce 16.46% | 35,334 | $117.34 |
| Q4 2023 | -18,107 | Reduce 29.98% | 42,296 | $118.25 |
| Q3 2023 | +29,796 | Add 97.35% | 60,403 | $95.13 |
| Q2 2023 | +9,469 | Add 44.80% | 30,607 | $103.50 |
| Q1 2023 | -4,115 | Reduce 16.30% | 21,138 | $79.64 |
| Q4 2022 | -11,236 | Reduce 30.79% | 25,253 | $75.49 |
| Q3 2022 | -10,884 | Reduce 22.98% | 36,489 | $69.99 |
| Q2 2022 | +17,968 | Add 61.11% | 47,373 | $74.73 |
| Q1 2022 | +14,235 | Add 93.84% | 29,405 | $78.69 |
| Q4 2021 | +12,486 | Add 465.20% | 15,170 | $103.76 |
| Q3 2021 | +2,684 | New Buy | 2,684 | $122.58 |
| Q1 2021 | -7,847 | Sold Out | 0 | $0.00 |
| Q4 2020 | -58,435 | Reduce 88.16% | 7,847 | $93.03 |
| Q3 2020 | +59,170 | Add 831.97% | 66,282 | $95.26 |
| Q2 2020 | +7,112 | New Buy | 7,112 | $106.58 |
| Q3 2019 | -42,682 | Sold Out | 0 | $0.00 |
| Q2 2019 | +23,375 | Add 121.07% | 42,682 | $58.46 |
| Q1 2019 | -151,563 | Reduce 88.70% | 19,307 | $62.36 |
| Q4 2018 | +105,249 | Add 160.39% | 170,870 | $52.00 |
| Q3 2018 | +24,484 | Add 59.52% | 65,621 | $83.69 |
| Q2 2018 | +41,137 | New Buy | 41,137 | $97.38 |
| Q1 2018 | -28,399 | Sold Out | 0 | $0.00 |
| Q4 2017 | -13,157 | Reduce 31.66% | 28,399 | $150.71 |
| Q3 2017 | -13,575 | Reduce 24.62% | 41,556 | $125.90 |
| Q2 2017 | +33,707 | Add 157.33% | 55,131 | $104.51 |
| Q1 2017 | +21,424 | New Buy | 21,424 | $96.11 |
| Q4 2016 | -6,124 | Sold Out | 0 | $0.00 |
| Q3 2016 | -81,308 | Reduce 93.00% | 6,124 | $84.75 |
| Q2 2016 | +77,893 | Add 816.57% | 87,432 | $64.74 |
| Q1 2016 | -89,493 | Reduce 90.37% | 9,539 | $63.74 |
| Q4 2015 | -45,409 | Reduce 31.44% | 99,032 | $56.15 |
| Q3 2015 | -225,406 | Reduce 60.95% | 144,441 | $51.80 |
| Q2 2015 | +235,825 | Add 175.96% | 369,847 | $56.28 |
| Q1 2015 | -293,928 | Reduce 68.68% | 134,022 | $63.21 |
| Q4 2014 | +422,770 | Add 8161.58% | 427,950 | $55.88 |
| Q3 2014 | +5,180 | New Buy | 5,180 | $51.54 |
| Q3 2013 | -16,945 | Sold Out | 0 | $0.00 |
| Q2 2013 | +16,945 | Add 0.00% | 16,945 | $49.16 |
Joel Greenblatt's THOR Industries Investment FAQs
Joel Greenblatt first purchased THOR Industries, Inc. (THO) in Q2 2013, acquiring 16,945 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held THOR Industries, Inc. (THO) for 45 quarters since Q2 2013.
Joel Greenblatt's largest addition to THOR Industries, Inc. (THO) was in Q4 2014, adding 427,950 shares worth $23.91 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 370,287 shares of THOR Industries, Inc. (THO), valued at approximately $38.02 M.
As of the Q4 2025 filing, THOR Industries, Inc. (THO) represents approximately 0.14% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in THOR Industries, Inc. (THO) was 427,950 shares, as reported at the end of Q4 2014.