Thor Industries

THO • NYSE

Thor Industries is a auto - recreational vehicles company in the consumer cyclical sector on NYSE, led by Robert W. Martin, with a market cap of $5.4B. As of Q3 2025, 99% of shares are held by 410 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.14%.

President and CEORobert W. Martin

Market Cap$5.4B

Auto - Recreational Vehicles

Consumer Cyclical

Employees24.9K

Websitethorindustries.com

Country

United States of America

Overview

Overview of institutional ownership in THO as of Q3 2025 with a market cap of $5.5B

All Institutions

Institutions: 410
Value Held: $5.4B
Shares Held: 52.0M
Avg Position: $13.2M
Median Position: $509.1K

Hedge Funds

Hedge Funds: 35
Value Held: $319.8M
Shares Held: 3.1M
Avg Position: $9.1M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

92.97%

$5.1B

Hedge Funds

5.86%

$319.8M

Retail & Other

1.17%

$64.1M

Based on market cap of $5.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in THO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$553.4M 0.01% of portfolio	10.14% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$529.4M 1.29% of portfolio	9.70% 5.1M shares	Q2 2016 Held for 9y 5m	$41.0B
B BlackRock, Inc. Institution	-	$483.3M 0.01% of portfolio	8.86% 4.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
Alpine Investment Management, LLC Long Only Manager	Nicholas Virgil Tompras CEO	$425.9M 7.28% of portfolio	7.80% 4.1M shares	Q4 2022 Held for 2y 11m	$5.9B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$311.3M 0.07% of portfolio	5.70% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
T TIMUCUAN ASSET MANAGEMENT INC/FL Institution	-	$275.7M 7.50% of portfolio	5.05% 2.7M shares	Q2 2019 Held for 6y 5m	$3.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$173.1M 0.01% of portfolio	3.17% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$159.0M 0.03% of portfolio	2.91% 1.5M shares	Q4 2018 Held for 6y 11m	$532.36B
A AMERICAN CENTURY COMPANIES INC Institution	-	$141.2M 0.07% of portfolio	2.59% 1.4M shares	Q2 2018 Held for 7y 5m	$195.93B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$136.1M 0.01% of portfolio	2.49% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for THO in Q3 2025

Traded: −$363.7M
Buyers: 186
Sellers: 185
Total Bought: +$253.5M
Total Sold: −$617.2M
Avg Position: $12.0M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$66.6M +642.2K shares	$102.7M 990.9K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$44.6M +430.0K shares	$44.6M 430.0K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$20.3M +195.4K shares	$141.2M 1.4M shares
R ROYAL BANK OF CANADA Institution	+$12.9M +124.7K shares	$70.6M 680.9K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	+$11.7M +113.3K shares	$39.5M 381.1K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$8.9M +86.3K shares	$8.9M 86.3K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$8.7M +84.1K shares	$8.7M 84.1K shares
HPM Partners LLC RIA/Wealth	+$7.9M +76.4K shares	$7.9M 76.4K shares
M Man Group plc Institution	+$6.4M +61.4K shares	$8.0M 77.6K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$5.4M +52.4K shares	$99.8M 961.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	−$88.8M −1.0M shares	Sold Off 0 shares
Capital Research Global Investors RIA/Wealth	−$78.4M −755.9K shares	$159.0M 1.5M shares
ROYAL LONDON ASSET MANAGEMENT LTD Digital Asset Manager	−$48.2M −464.7K shares	$27.9M 269.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$41.1M −396.1K shares	$15.2M 146.2K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$39.7M −383.1K shares	$18.1M 174.1K shares
GOLDMAN SACHS GROUP INC Institution	−$37.9M −365.7K shares	$38.3M 369.6K shares
HARRIS ASSOCIATES L P Long Only Manager	−$25.4M −244.9K shares	$112.2M 1.1M shares
UBS Group AG Institution	−$24.7M −238.2K shares	$25.7M 247.5K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$23.4M −226.0K shares	$48.7M 469.6K shares
D DEPRINCE RACE & ZOLLO INC Long Only Manager	−$19.2M −185.2K shares	$50.5M 487.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited THO in Q3 2025

New Positions: 16
New Value: $1.7M
Exited Positions: 40
Exited Value: $142.1M

New Positions

Institution	Position Value
Round Rock Advisors, LLC RIA/Wealth	$431.0K 4.2K shares
CAISSE DES DEPOTS ET CONSIGNATIONS Fund of Funds	$251.8K 2.4K shares
Baker Ellis Asset Management LLC RIA/Wealth	$249.7K 2.4K shares
Savant Capital, LLC RIA/Wealth	$238.6K 2.3K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$227.7K 2.2K shares
D denkapparat Operations GmbH Institution	$202.0K 1.9K shares
FOSTER DYKEMA CABOT & PARTNERS, LLC RIA/Wealth	$27.5K 265.0 shares
R Root Financial Partners, LLC RIA/Wealth	$19.3K 186.0 shares
D Deseret Mutual Benefit Administrators Institution	$19.0K 183.0 shares
Westfuller Advisors, LLC RIA/Wealth	$16.3K 157.0 shares

Exited Positions

Institution	Previous Position
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	$88.8M 1.0M shares
NZS Capital, LLC Hedge Fund•Sector	$10.0M 112.8K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$9.9M 112.0K shares
Marshall Wace LLP Institution	$5.8M 64.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$4.3M 48.2K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$3.8M 42.8K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$2.6M 29.2K shares
B Brevan Howard Capital Management LP Institution	$2.1M 24.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.0M 22.9K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$1.8M 19.9K shares

Options Activity

Institutions with the largest Call and Put options positions in THO as of Q3 2025

Call Positions: 11
Call Value: $63.8M
Put Positions: 13
Put Value: $33.2M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$21.0M 2.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$19.6M 1.9K contracts
UBS Group AG Institution	$5.4M 520.0 contracts
J JANE STREET GROUP, LLC Institution	$5.0M 480.0 contracts
P PEAK6 LLC Institution	$4.4M 421.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$3.7M 357.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.3M 218.0 contracts
Walleye Trading LLC RIA/Wealth	$1.3M 126.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.1M 104.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$124.4K 12.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$14.5M 1.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.3M 804.0 contracts
J JANE STREET GROUP, LLC Institution	$6.0M 582.0 contracts
Walleye Trading LLC RIA/Wealth	$2.2M 216.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.5M 145.0 contracts
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$331.8K 32.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$165.9K 16.0 contracts
C Cubist Systematic Strategies, LLC Institution	$165.9K 16.0 contracts
UBS Group AG Institution	- - contracts
S SIG BROKERAGE, LP Institution	- - contracts

Most Committed Institutions

Institutions with THO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T TIMUCUAN ASSET MANAGEMENT INC/FL Institution	-	7.50% $275.7M	5.05% 2.7M shares	Q2 2019 Held for 6y 5m	$3.7B
Alpine Investment Management, LLC Long Only Manager	Nicholas Virgil Tompras CEO	7.28% $425.9M	7.80% 4.1M shares	Q4 2022 Held for 2y 11m	$5.9B
V VALUE HOLDINGS MANAGEMENT CO. LLC Hedge Fund•Value	Timothy Joseph Curro Managing Partner	3.25% $20.3M	0.37% 195.5K shares	Q4 2016 Held for 8y 11m	$623.8M
S Salvus Wealth Management, LLC Institution	-	3.00% $5.5M	0.10% 53.2K shares	Q4 2020 Held for 4y 11m	$184.0M
Candlestick Capital Management LP Hedge Fund•Long/Short	Vicente Armando Citarella President	2.22% $57.2M	1.05% 551.5K shares	Q1 2023 Held for 2y 8m	$2.6B
SOUTHERNSUN ASSET MANAGEMENT, LLC Long Only Manager	Michael Whitman Cook Chairman	2.03% $15.7M	0.29% 151.0K shares	≤ Q2 2013 Held for 12y 5m+	$771.8M
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ RIA/Wealth	Theodore M Groesbeck President	1.60% $820.1K	0.02% 7.9K shares	Q1 2021 Held for 4y 8m	$51.3M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	1.29% $529.4M	9.70% 5.1M shares	Q2 2016 Held for 9y 5m	$41.0B
Q QV Investors Inc. Institution	-	1.29% $13.8M	0.25% 133.5K shares	Q1 2020 Held for 5y 8m	$1.1B
Madison Asset Management, LLC Long Only Manager	Steven Allan Carl Chairman	1.27% $114.3M	2.09% 1.1M shares	Q1 2022 Held for 3y 8m	$9.0B

Hedge Fund Spotlight

Discover hedge funds investing in THO

Lombard Odier Asset Management Corp

Hedge Fund • Multi-Strategy

Portfolio ManagerRaymond Mouhadeb

Portfolio Value: $380.2M
Positions: 335
Last Reported: Q3 2025

Sector Allocation

Position in Thor Industries

Market Value: $511.2K
Shares Held: 4.9K
Portfolio Weight: 0.13%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 SLN Silence Therapeutics SLN	Unknown Unknown	$7.1M	1.87%
2 Republic Services RSG	Waste Management Industrials	$7.0M	1.84%
3 Verizon Communications VZ	Telecommunications Services Communication Services	$5.0M	1.32%

View full profile

Thor Industries

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Thor Industries

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