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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $48.94 M.
Top institutional holders include Joel Greenblatt and HOTCHKIS & WILEY.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.34 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 70.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for THOR Industries, Inc. (THO)
Major holders include Joel Greenblatt ($38.02 M), HOTCHKIS & WILEY ($12.21 M), Cliff Asness ($7.67 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 632,575 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.34 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited THO. The total reported sell value was $8.5 M.
Yes, 2 managers opened new positions in THO, and 2 increased their existing holdings. The total reported buy value was $4.16 M.
