THOR INDUSTRIES INC

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THO·885160101·US·Common Stock·Consumer Cyclical - Recreational Vehicles-13D/G

THO (THOR INDUSTRIES INC) is held by 168 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($363.3M), Life Cycle Investment Partners Ltd ($308.1M), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC ($272.4M). Net institutional sentiment: Mixed.

168

Holders

(11 Elite)

$3B

Total Value

45% (170)

Consensus

77 buying - 93 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)61

Activist (13D/13G)28

Congressional (STOCK Act)60

Holder Quality

78

★★★★★

Elite

48

★★★★

Strong

86

★★★

Solid

44

★★

Below

65

★

Weak

Held by 168 funds

11 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders Mar 9, 2026 · Activists Aug 13, 2026 · Congress none

ActivistKAKayne Anderson Rudnick Investment Management, LLC7.0%Aug 13, 2026

ActivistLCLife Cycle Investment Partners Ltd7.9%Aug 13, 2026

ActivistAAACR Alpine Capital Research, LLC10.0%May 19, 2026

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Top Holders

Top Holders (168)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	4.8M(+1.6%)	$363.3M	0.0%	-14.86%	32
LCLife Cycle Investment Partners Ltd	Increased	4.1M(+25.2%)	$308.1M	1.4%	-18.33%	60
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	3.6M(-15.5%)	$272.4M	0.8%	+0.51%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	3.1M(-1.8%)	$232.3M	0.0%	-3.52%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	2.7M(+0.8%)	$200.4M	0.0%	-13.73%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	2.3M(+0.7%)	$171.7M	0.0%	-13.76%	31
STATE STREET CORP	Increased	1.7M(+2.7%)	$127.1M	0.0%	-29.69%	31
Capital Research Global Investors	Decreased	1.4M(-8.5%)	$106.5M	0.0%	+31.93%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	998,960(+0.5%)	$75.1M	0.0%	-0.98%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	987,883(+9.2%)	$74.2M	0.0%	-8.02%	32
HARRIS ASSOCIATES L P	Decreased	923,940(-4.0%)	$69.4M	0.1%	-2.13%	0
CANADA PENSION PLAN INVESTMENT BOARD	Increased	870,394(+147x)	$65.4M	0.0%	+4.11%	48
MORGAN STANLEY	Increased	845,259(+24.2%)	$63.5M	0.0%	-18.71%	36
JONES FINANCIAL COMPANIES LLLP	Increased	728,299(+17.3%)	$57.3M	0.0%	-11.62%	34
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	667,577(-1.6%)	$50.2M	0.0%	+9.98%	0
UBS Group AG	Increased	615,276(+10.4%)	$46.2M	0.0%	-10.95%	32
AMERICAN CENTURY COMPANIES INC	Decreased	561,486(-41.7%)	$42.2M	0.0%	-8.16%	0
WELLS FARGO & COMPANY/MN	Decreased	521,999(-10.3%)	$39.2M	0.0%	-14.77%	0
CITADEL ADVISORS LLC	Increased	513,120(+149.8%)	$38.6M	0.0%	-9.78%	47
NORTHERN TRUST CORP	Increased	484,329(+3.8%)	$36.4M	0.0%	+10.14%	30

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer