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 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $37.28 M.
Top institutional holders include Joel Greenblatt and HOTCHKIS & WILEY.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.45 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 425.0%. Conversely, Joel Greenblatt reduced exposure by 53.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for THOR Industries, Inc. (THO)
Major holders include Joel Greenblatt ($13.77 M), HOTCHKIS & WILEY ($9.97 M), Cliff Asness ($8 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 484,134 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.45 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited THO. The total reported sell value was $18.47 M.
Yes, 0 managers opened new positions in THO, and 4 increased their existing holdings. The total reported buy value was $6.02 M.
