🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

THOR Industries, Inc.

THO Consumer Discretionary
$71.38 $-0.77 (-1.07%)
Market Cap: $3.68 B
Gurus Holding
8
Popularity Rank
#766
% of Shares Held
1.02%
Net Activity (Q2 2026)
+$3.38 M

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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $37.74 M.

Top institutional holders include HOTCHKIS & WILEY and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $3.38 M net inflow 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)

+$8.81 M
Total Buy Value
New Buys 2
Additions 2
-$5.42 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for THOR Industries, Inc. (THO)

Major holders include HOTCHKIS & WILEY ($13.56 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 528,754 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.38 M, with 4 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 2 increased their existing holdings. The total reported buy value was $8.81 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 44.5% 180,393 $13.56 M Q2 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