Thor Industries Inc (THO) Institutional Holdings & 13F Data (Q2 2026)

THO ranks #1478 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

THO is a top-conviction position for Timucuan Asset Management Inc/fl — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in THO belongs to ACR Alpine Capital Research, LLC, but the position matters far more to Timucuan Asset Management Inc/fl, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Canada Pension Plan Investment Board has added to its THO position for two straight quarters, increasing it by $65.2M to reach $65.4M today.

Kayne Anderson Rudnick Investment Management LLC has trimmed its THO position for two straight quarters, cutting it by $209.8M while still holding $272.4M.

THO is up 1.8% today, and institutions have been net buyers of $499.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

THO posted net income of $262.5M over the trailing twelve months, and currently trades at a P/E of 15.4.

• Profitable — net income of $262.5M over the trailing twelve months
• Revenue grew 2.4% year over year
• Net income improved year over year, from $222.8M to $262.5M
• Generated $577.9M in positive operating cash flow
• Current ratio of 1.75x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.65x equity — within a conventional range