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 ($6.5m this quarter). Holder counts are more reliable. Shares outstanding: 53.7m as of 2022-09-15, 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 ≈ $70.01. Options: 15 managers hold calls ($84.9m notional), 19 hold puts ($135.2m).
Biggest calls
| CITADEL ADVISORS LLC | — | $18.4m263.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $13.8m197.1k shares |
| UBS Group AG | — | $10.9m155.2k shares |
| PEAK6 Investments LLC | — | $9.8m139.7k shares |
| D. E. Shaw & Co., Inc. | — | $7.5m106.7k shares |
| JANE STREET GROUP, LLC | — | $6.8m96.7k shares |
| GROUP ONE TRADING LLC | — | $4.5m64.3k shares |
| ExodusPoint Capital Management, LP | — | $3.6m51.0k shares |
| WOLVERINE TRADING, LLC | — | $3.2m46.6k shares |
| SIMPLEX TRADING, LLC | — | $2.9m41.3k shares |
Biggest puts
| UBS Group AG | — | $22.6m323.0k shares |
| CITADEL ADVISORS LLC | — | $21.4m306.3k shares |
| PEAK6 Investments LLC | — | $18.3m260.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $16.9m241.8k shares |
| JANE STREET GROUP, LLC | — | $11.9m169.5k shares |
| D. E. Shaw & Co., Inc. | — | $11.7m166.9k shares |
| SIMPLEX TRADING, LLC | — | $10.2m146.3k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | — | $8.7m125.0k shares |
| Walleye Trading LLC | — | $3.6m51.1k shares |
| WOLVERINE TRADING, LLC | — | $3.2m45.8k 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 in Q3 2022
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 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 2 | $1.1m | 0 | — | — |
| Q1 2022 | 2 | $1.2m | 0 | — | — |
| Q2 2022 | 2 | $1.8m | 0 | — | — |
| Q3 2022 | 1 | $99.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-07-12 | WOELFER W. TODD CHIEF OPERATING OFFICER | Bought | $99.9k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.3m $370.4m | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.23% of their portfolio | 5.3m $369.9m | — |
| BlackRock Inc. 0.01% of their portfolio | 4.6m $321.7m | — |
| HARRIS ASSOCIATES L P 0.36% of their portfolio | 3.1m $214.4m | — |
| Capital Research Global Investors 0.06% of their portfolio | 2.6m $180.8m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.1m $147.7m | — |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.68% of their portfolio | 1.9m $135.2m | — |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.9m $133.3m | — |
| TIMUCUAN ASSET MANAGEMENT INC/FL 5.82% of their portfolio | 1.7m $121.8m | — |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 1.7m $121.4m | — |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $106.2m | — |
| LSV ASSET MANAGEMENT 0.23% of their portfolio | 1.4m $97.2m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.0m $70.2m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 727.5k $50.9m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 722.8k $50.6m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 672.1k $47.0m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 638.9k $44.7m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 508.5k $35.6m | — |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.04% of their portfolio | 467.1k $32.7m | — |
| NORGES BANK 0.01% of their portfolio | 450.7k $31.5m | — |
| NORTHERN TRUST CORP 0.01% of their portfolio | 424.2k $29.7m | — |
| MORGAN STANLEY 0.00% of their portfolio | 423.4k $29.6m | — |
| Madison Asset Management, LLC 0.45% of their portfolio | 384.9k $26.9m | — |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 381.8k $26.7m | — |
| Swedbank AB 0.05% of their portfolio | 326.4k $22.8m | — |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 304.5k $21.3m | — |
| REINHART PARTNERS, LLC. 1.30% of their portfolio | 300.6k $21.0m | — |
| MARSHALL WACE, LLP 0.05% of their portfolio | 287.9k $20.1m | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 285.5k $20.0m | — |
| Pacer Advisors, Inc. 0.14% of their portfolio | 284.5k $19.9m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 281.5k $19.7m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 279.2k $19.5m | — |
| Lombard Odier Asset Management (Switzerland) SA 1.63% of their portfolio | 275.0k $19.2m | — |
| NATIXIS ADVISORS, LLC 0.08% of their portfolio | 264.4k $18.5m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 262.7k $18.4m | — |
| Amundi 0.01% of their portfolio | 260.7k $18.9m | — |
| Boston Partners 0.03% of their portfolio | 245.3k $17.5m | — |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 240.8k $16.9m | — |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 229.7k $16.1m | — |
| Bleichroeder LP 3.32% of their portfolio | 227.5k $15.9m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 227.5k $15.9m | — |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 212.4k $14.9m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 208.3k $14.6m | — |
| VALUE HOLDINGS MANAGEMENT CO. LLC 3.60% of their portfolio | 207.0k $14.5m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 202.1k $14.1m | — |
| Tweedy, Browne Co LLC 0.60% of their portfolio | 195.6k $13.7m | — |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 195.5k $13.7m | — |
| Cubist Systematic Strategies, LLC 0.10% of their portfolio | 189.2k $13.2m | — |
| SCOUT INVESTMENTS, INC. 0.26% of their portfolio | 177.5k $12.4m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 168.4k $11.8m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 166.1k $11.6m | — |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 164.3k $11.5m | — |
| SCHWARTZ INVESTMENT COUNSEL INC 0.56% of their portfolio | 154.8k $10.8m | — |
| Invesco Ltd. 0.00% of their portfolio | 153.4k $10.7m | — |
| Brandywine Global Investment Management, LLC 0.10% of their portfolio | 147.4k $10.3m | — |
| HEARTLAND ADVISORS INC 0.75% of their portfolio | 143.0k $10.0m | — |
| Freshford Capital Management, LLC 1.64% of their portfolio | 138.4k $9.7m | — |
| Fisher Asset Management, LLC 0.01% of their portfolio | 135.2k $9.5m | — |
| SPROTT INC. 0.96% of their portfolio | 135.0k $9.4m | — |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 134.1k $9.4m | — |
| Swiss National Bank 0.01% of their portfolio | 130.5k $9.1m | — |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 128.7k $8.9m | — |
| California Public Employees Retirement System 0.01% of their portfolio | 125.1k $8.8m | — |
| Legal & General Group Plc 0.00% of their portfolio | 122.1k $8.5m | — |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 112.1k $7.8m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 111.9k $7.8m | — |
| QV Investors Inc. 0.75% of their portfolio | 111.2k $7.8m | — |
| Squarepoint Ops LLC 0.07% of their portfolio | 109.6k $7.7m | — |
| NOVARE CAPITAL MANAGEMENT LLC 0.97% of their portfolio | 108.0k $7.6m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 104.2k $7.3m | — |
| Eagle Ridge Investment Management 0.88% of their portfolio | 100.2k $7.0m | — |
| TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio | 93.9k $6.6m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 89.1k $6.2m | — |
| SEI INVESTMENTS CO 0.01% of their portfolio | 88.4k $6.2m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 88.4k $6.2m | — |
| NZS Capital, LLC 0.56% of their portfolio | 86.1k $6.0m | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 86.0k $6.0m | — |
| NATIXIS 0.03% of their portfolio | 86.0k $6.0m | — |
| CITIGROUP INC 0.01% of their portfolio | 86.0k $6.0m | — |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 85.8k $6.0m | — |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 82.3k $5.8m | — |
| Motley Fool Wealth Management, LLC 0.36% of their portfolio | 79.2k $5.5m | — |
| UBS Group AG 0.00% of their portfolio | 77.6k $5.4m | — |
| JUPITER ASSET MANAGEMENT LTD 0.08% of their portfolio | 76.5k $5.4m | — |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 74.4k $5.2m | — |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 74.0k $5.2m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 72.4k $5.1m | — |
| Retirement Systems of Alabama 0.02% of their portfolio | 71.4k $5.0m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 69.0k $4.8m | — |
| SFE Investment Counsel 1.49% of their portfolio | 67.6k $4.7m | — |
| Trexquant Investment LP 0.16% of their portfolio | 65.0k $4.5m | — |
| Motley Fool Asset Management LLC 0.44% of their portfolio | 64.0k $4.5m | — |
| PEAK6 Investments LLC 0.16% of their portfolio | 62.5k $4.4m | — |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 60.7k $4.2m | — |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 60.3k $4.2m | — |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 59.8k $4.2m | — |
| DUALITY ADVISERS, LP 0.45% of their portfolio | 59.1k $4.1m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 56.5k $4.0m | — |
| South Dakota Investment Council 0.09% of their portfolio | 55.5k $3.9m | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 55.3k $3.9m | — |