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THOR Industries, Inc.

THO Consumer Discretionary
$79 +$0.12 (0.15%)
Market Cap: $4.11 B
Gurus Holding
8
Popularity Rank
#954
% of Shares Held
0.91%
Net Activity (Q2 2026)
-$795,447.34

Guru Ownership Trend

Guru Analysis for THOR Industries, Inc. (THO)

THOR Industries, Inc. (THO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $37.38 M.

Top institutional holders include HOTCHKIS & WILEY and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $795,447.34 net outflow during the quarter.

Recent activity highlights Tweedy Browne who opened a new position. Conversely, Joel Greenblatt reduced exposure by 28.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$4.63 M
Total Buy Value
New Buys 2
Additions 1
-$5.42 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for THOR Industries, Inc. (THO)

Major holders include HOTCHKIS & WILEY ($9.97 M), Joel Greenblatt ($9.21 M), Paul Tudor Jones ($7.38 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 473,194 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $795,447.34, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited THO. The total reported sell value was $5.42 M.

Yes, 2 managers opened new positions in THO, and 1 increased their existing holdings. The total reported buy value was $4.63 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 5.0% 124,833 $9.97 M Q1 2026
0.02% Reduce -28.9% 122,588 $9.21 M Q2 2026
0.01% Add 18.8% 98,182 $7.38 M Q2 2026
0.00% Reduce -22.7% 77,368 $5.72 M Q2 2026
0.15% New Buy 26,526 $1.99 M Q2 2026
0.01% New Buy 19,565 $1.47 M Q2 2026
0.00% 4,100 $308,156 Q2 2026
0.00% Reduce -23.8% 32 $2,525 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form