THOR INDS INC THO
COM · Common Stock · CUSIP 885160101 · ISIN US8851601018
American recreational vehicle manufacturer
- SectorConsumer discretionary
- IndustryMotor Homes
- HeadquartersElkhart, IN
- Founded1980
- Websitethorindustries.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.5m this quarter). Holder counts are more reliable. Shares outstanding: 52.1m as of 2026-05-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $75.37. Options: 12 managers hold calls ($25.8m notional), 9 hold puts ($19.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 400 |
| Q4 2022 | 400 |
| Q1 2023 | 397 |
| Q2 2023 | 403 |
| Q3 2023 | 402 |
| Q4 2023 | 423 |
| Q1 2024 | 411 |
| Q2 2024 | 408 |
| Q3 2024 | 431 |
| Q4 2024 | 422 |
| Q1 2025 | 407 |
| Q2 2025 | 405 |
| Q3 2025 | 418 |
| Q4 2025 | 443 |
| Q1 2026 | 416 |
| Q2 2026 | 408 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 216 | 186 |
| Q4 2024 | 173 | 210 |
| Q1 2025 | 188 | 214 |
| Q2 2025 | 213 | 185 |
| Q3 2025 | 185 | 185 |
| Q4 2025 | 183 | 193 |
| Q1 2026 | 189 | 206 |
| Q2 2026 | 176 | 218 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $88.4m | $50.7m | 0.57 |
| Q4 2025 | $49.8m | $41.8m | 0.84 |
| Q1 2026 | $20.7m | $22.4m | 1.08 |
| Q2 2026 | $25.8m | $19.0m | 0.73 |
Biggest buyers
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +864.5k |
| Life Cycle Investment Partners Ltd | Added | +825.2k |
| ACR Alpine Capital Research, LLC | Added | +624.4k |
| CITADEL ADVISORS LLC | Added | +307.7k |
| AMERIPRISE FINANCIAL INC | Added | +287.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +275.8k |
| MORGAN STANLEY | Added | +164.8k |
| NATIXIS ADVISORS, LLC | Added | +116.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +115.2k |
| OPPENHEIMER ASSET MANAGEMENT INC. | Added | +111.3k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -665.2k |
| Balyasny Asset Management L.P. | Sold out | -404.4k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -401.5k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -144.9k |
| BARCLAYS PLC | Reduced | -143.1k |
| Capital Research Global Investors | Reduced | -131.6k |
| SPROTT INC. | Sold out | -105.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -98.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -97.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.5m153.3k shares |
| IMC-Chicago, LLC | Added | $3.2m43.2k shares |
| JANE STREET GROUP, LLC | Added | $3.0m40.1k shares |
| CITADEL ADVISORS LLC | Added | $3.0m39.8k shares |
| Caption Management, LLC | New | $2.1m28.0k shares |
| Walleye Capital LLC | Added | $849.3k11.3k shares |
| GROUP ONE TRADING LLC | New | $744.1k9.9k shares |
| PEAK6 LLC | Reduced | $608.8k8.1k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $323.2k4.3k shares |
| Squarepoint Ops LLC | Reduced | $218.0k2.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $5.5m73.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.7m63.1k shares |
| JANE STREET GROUP, LLC | Added | $3.6m48.1k shares |
| IMC-Chicago, LLC | Added | $1.9m25.3k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m13.4k shares |
| D. E. Shaw & Co., Inc. | New | $834.3k11.1k shares |
| UBS Group AG | Reduced | $751.6k10.0k shares |
| Walleye Capital LLC | Added | $563.7k7.5k shares |
| Walleye Trading LLC | Reduced | $67.6k900 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ACR Alpine Capital Research, LLC 13G · passive investor +1.2 pts · filed 2026-10-19 | 11.2% |
| Life Cycle Investment Partners Ltd 13G · institution +1.7 pts · filed 2026-08-13 | 7.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -1.9 pts · filed 2026-08-13 | 7.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
| TIMUCUAN ASSET MANAGEMENT INC/FL 13G · institution new · filed 2025-08-01 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $500.7k | $500.7k |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $256.2k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $178.3k | — |
| Q1 2026 | 1 | $229.4k | 1 | $524.5k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ACR Alpine Capital Research, LLC 5.90% of their portfolio | 5.5m $415.5m | Added +624.4k |
| BlackRock, Inc. 0.01% of their portfolio | 4.8m $363.3m | Added +75.7k |
| Life Cycle Investment Partners Ltd 1.44% of their portfolio | 4.1m $308.1m | Added +825.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.85% of their portfolio | 3.6m $272.4m | Reduced -665.2k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.1m $232.3m | Reduced -56.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.7m $200.4m | Added +21.8k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 7.08% of their portfolio | 2.6m $192.4m | Added +8.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.3m $171.7m | Added +14.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $127.1m | Added +44.1k |
| Capital Research Global Investors 0.01% of their portfolio | 1.4m $106.5m | Reduced -131.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 999.0k $75.1m | Added +5.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 987.9k $74.2m | Added +83.1k |
| HARRIS ASSOCIATES L P 0.09% of their portfolio | 923.9k $69.4m | Reduced -38.6k |
| Madison Asset Management, LLC 0.79% of their portfolio | 881.0k $66.2m | Reduced -83.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 870.4k $65.4m | Added +864.5k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.67% of their portfolio | 852.3k $64.1m | Added +111.3k |
| MORGAN STANLEY 0.00% of their portfolio | 845.3k $63.5m | Added +164.8k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 753.5k $56.6m | Added +116.9k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 728.3k $57.3m | Added +107.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 667.6k $50.2m | Reduced -10.5k |
| UBS Group AG 0.01% of their portfolio | 615.3k $46.2m | Added +58.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 561.5k $42.2m | Reduced -401.5k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 522.0k $39.2m | Reduced -60.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 513.1k $38.6m | Added +307.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 484.3k $36.4m | Added +17.7k |
| Maple Rock Capital Partners Inc. 0.68% of their portfolio | 461.9k $34.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 398.3k $29.9m | Added +48.2k |
| CHOREO, LLC 0.32% of their portfolio | 391.5k $29.4m | Reduced -1.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 385.6k $29.0m | Reduced -31.1k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 355.2k $26.7m | Added +275.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 353.0k $26.5m | Added +287.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 331.0k $24.9m | Added +4.5k |
| ProShare Advisors LLC 0.04% of their portfolio | 328.1k $24.7m | Added +109.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 322.6k $24.2m | Reduced -79.3k |
| DEPRINCE RACE & ZOLLO INC 0.38% of their portfolio | 300.8k $22.6m | Reduced -57.2k |
| NORGES BANK 0.00% of their portfolio | 284.9k $21.4m | Not comparable |
| Jupiter Topco LLC 0.01% of their portfolio | 280.7k $21.1m | First filing |
| BBFIT INVESTMENTS PTE LTD 1.80% of their portfolio | 263.7k $19.8m | Unchanged |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 2.42% of their portfolio | 239.0k $18.0m | Added +107.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.03% of their portfolio | 238.0k $17.9m | Reduced -1.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 224.6k $17.9m | Reduced -1.1m |
| Invesco Ltd. 0.00% of their portfolio | 208.9k $15.7m | Reduced -50.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 202.6k $15.2m | Reduced -42.6k |
| QV Investors Inc. 1.15% of their portfolio | 198.0k $14.9m | Added +87.6k |
| Quantinno Capital Management LP 0.02% of their portfolio | 190.4k $14.3m | Added +69.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 183.6k $13.8m | Added +115.2k |
| VALUE HOLDINGS MANAGEMENT CO. LLC 2.27% of their portfolio | 180.5k $13.6m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 180.4k $13.6m | Added +55.6k |
| Mariner, LLC 0.01% of their portfolio | 178.7k $13.4m | Added +68.6k |
| HEARTLAND ADVISORS INC 0.57% of their portfolio | 171.2k $12.9m | Reduced -12.4k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 154.5k $11.6m | Reduced -16.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 154.4k $11.6m | Added +9.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 149.9k $11.3m | Reduced -1.3k |
| Atria Investments, Inc 0.11% of their portfolio | 145.1k $10.9m | Added +3.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 125.7k $9.4m | Added +46.4k |
| Freestone Grove Partners LP 0.06% of their portfolio | 123.4k $9.3m | Added +101.6k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 122.6k $9.2m | Reduced -49.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 119.5k $9.0m | Added +1.5k |
| SPROTT INC. 0.26% of their portfolio | 105.0k $7.9m | New |
| Jump Financial, LLC 0.07% of their portfolio | 104.4k $7.8m | New |
| Swiss National Bank 0.00% of their portfolio | 100.3k $7.5m | Added +1.0k |
| BARCLAYS PLC 0.00% of their portfolio | 99.6k $7.5m | Reduced -143.1k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 98.2k $7.4m | Added +15.5k |
| Nuveen, LLC 0.00% of their portfolio | 97.5k $7.3m | Added +5.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 91.6k $6.9m | Reduced -98.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 84.9k $6.4m | Added +6.5k |
| Cetera Investment Advisers 0.01% of their portfolio | 79.5k $6.0m | Added +11.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 77.4k $5.7m | Reduced -22.7k |
| Legal & General Group Plc 0.00% of their portfolio | 75.3k $5.7m | Reduced -381 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 66.2k $5.0m | Reduced -683 |
| Allianz Asset Management GmbH 0.01% of their portfolio | 65.8k $4.9m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 65.2k $4.9m | Added +39.0k |
| Cerity Partners LLC 0.01% of their portfolio | 65.2k $4.9m | Reduced -972 |
| California Public Employees Retirement System 0.00% of their portfolio | 64.9k $4.9m | Reduced -32.9k |
| Hosking Partners LLP 0.16% of their portfolio | 63.7k $4.8m | Reduced -1.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 63.3k $5.1m | Reduced -1.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 58.8k $4.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 57.5k $4.3m | Reduced -1.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 56.3k $4.2m | Reduced -148 |
| Retirement Systems of Alabama 0.01% of their portfolio | 54.4k $4.1m | Reduced -10.4k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 53.6k $4.0m | Reduced -8.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 52.9k $4.0m | Reduced -1.6k |
| Triad Investment Management 4.30% of their portfolio | 51.9k $3.9m | Added +5.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 51.4k $3.9m | Added +4.0k |
| Salvus Wealth Management, LLC 2.12% of their portfolio | 50.4k $3.8m | Reduced -2.2k |
| &PARTNERS 0.02% of their portfolio | 49.0k $3.7m | Added +2.9k |
| Holocene Advisors, LP 0.01% of their portfolio | 46.7k $3.5m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 46.5k $3.5m | Unchanged |
| HRT FINANCIAL LP 0.01% of their portfolio | 45.0k $3.4m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 43.1k $3.2m | Reduced -1.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 41.1k $3.1m | Reduced -79.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 40.4k $3.0m | Reduced -930 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 39.9k $3.0m | Reduced -144.9k |
| XTX Topco Ltd 0.04% of their portfolio | 39.3k $3.0m | Reduced -16.5k |
| CITIGROUP INC 0.00% of their portfolio | 39.0k $2.9m | Added +22.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 37.1k $2.8m | Reduced -47.1k |
| SHAYNE & JACOBS, LLC 0.79% of their portfolio | 35.5k $2.7m | Added +13.7k |
| Corient Private Wealth LP 0.00% of their portfolio | 34.9k $2.6m | Added +8.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 34.5k $2.6m | Reduced -989 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 33.6k $2.5m | Reduced -126 |