$THO

$70.17 +$0.07 (0.1%) Close

$THO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 51.6M shares outstanding

Who owns THO?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 62.7%

ACR Alpine Capital Research, LLC 10.7% · BlackRock, Inc. 9.4%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

408

-10 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

64 / 74

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Canada Pension Plan Investment Board +864.5K
Life Cycle Investment Partners Ltd +825.2K

Biggest sellers in Q2 2026

Jpmorgan Chase & Co −1.1M
Kayne Anderson Rudnick Investment Management LLC −665.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$701K

2 notices from 1 person

Shares covered

6.3K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Woelfer W. Todd Officer $701K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−0.4%

−0.04% a year

Each share's claim on the business

+0.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$443M vs $265M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years67% 3–5 years14% 1–3 years5% Under 1 year14%

Quarterly turnover

10.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting THO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AA ACR Alpine Capital Research, LLC	5.5M	10.71%	+624.4K (+12.7%)	2022	5.9%
Shares held by quarter Peak holding5.5M (Q2'26) Change over 8 quarters+4.0M Share of the company10.710% ACR Alpine Capital Research, LLC's full portfolio →
B BlackRock, Inc.	4.8M	9.36%	+75.7K (+1.6%)	≤2021	0.0%
Shares held by quarter Peak holding4.8M (Q2'26) Change over 8 quarters+266.1K Share of the company9.360% BlackRock, Inc.'s full portfolio →

ACR Alpine Capital Research, LLC

5.5M

% of company

10.71%

Change vs last qtr

+624.4K (+12.7%)

Held since

2022

BlackRock, Inc.

4.8M

% of company

9.36%

Change vs last qtr

+75.7K (+1.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Thor Industries Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting THO on Form N-PORT; together they hold 38.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$135M	1.8M	3.48%	0.11%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$120M	1.6M	3.08%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$135M

% of company

3.48%

% of the fund

0.11%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$120M

% of company

3.08%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Thor Industries Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
OP Orthwein Peter Busch Insider	2.0M	3.81%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.810% Orthwein Peter Busch's insider activity →
MR Martin Robert W Insider	443.7K	0.86%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.860% Martin Robert W's insider activity →

Orthwein Peter Busch

Insider

2.0M

% of company

3.81%

Change vs last qtr

—

Held since

—

Martin Robert W

Insider

443.7K

% of company

0.86%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Thor Industries Inc.

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