Which hedge funds own THO? THOR INDS INC, Q2 2026 13F holders
34 tracked hedge funds disclosed a position in THO (THOR INDS INC) in their Q2 2026 13F filings, worth $176.7m in total. The largest holder by portfolio weight is Value Holdings Management Co. LLC at 2.3% of its book. 16 opened a new position this quarter: Semanteon Capital Management, LP, Tweedy, Browne, Dark Forest Capital Management LP, Bayforest Capital Ltd. 16 exited: ClearAlpha Technologies LP, Diametric Capital, LP, EntryPoint Capital, LLC.
- 34
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 16
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $14.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $51.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $177m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| ClearAlpha Technologies LP | 0.6% | $268k |
| Diametric Capital, LP | 0.2% | $934k |
| EntryPoint Capital, LLC | 0.2% | $808k |
| MQS Management LLC | 0.2% | $287k |
| Campbell & CO Investment Adviser LLC | 0.2% | $2.8m |
| Lombard Odier Asset Management (USA) Corp | 0.1% | $275k |
| Twinbeech Capital LP | 0.1% | $1.3m |
| Oxford Asset Management LLP | 0.09% | $220k |
| Y-Intercept (Hong Kong) Ltd | 0.07% | $3.9m |
| Balyasny Asset Management L.P. | 0.06% | $32.3m |
| ExodusPoint Capital Management, LP | 0.03% | $2.7m |
| Prelude Capital Management, LLC | 0.02% | $237k |
| Brevan Howard Capital Management LP | 0.01% | $950k |
| Qube Research & Technologies Ltd | 0.01% | $4.1m |
| Engineers Gate Manager LP | 0.0% | $396k |
| Aquatic Capital Management LLC | 0.0% | $106k |
Ownership over time
Who discovered THO first? Beta
The run: Q1 2020 → Q1 2021, +219%
| Bleichroeder LP | Q1 2020 | 1.2% | +2.8 pts |
| Scopus Asset Management, L.P. | Q2 2020 | – | +0.4 pts |
| Atika Capital Management LLC | Q4 2019 | 0.5% | +0.1 pts |
| Mork Capital Management, LLC | Q2 2019 | 1.5% | −0.2 pts |
| J. Goldman & Co LP | Q2 2019 | 0.08% | −0.3 pts |
| Ancient Art, L.P. | Q2 2019 | 2.3% | −0.6 pts |
| ACK Asset Management LLC | Q2 2020 | – | – |
| Magnolia Group, LLC | Q3 2019 | 0.8% | – |
| Telemark Asset Management, LLC | Q2 2020 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.