13FGuru
Sign in with Google Sign in with Discord

NYSE · Industrials

THOR INDS INC THO

THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; conventional motorhomes; luxury fifth wheels; and motorcaravans, campervans, urban vehicles, and caravans, as well as other RV-related products and services.

Sources StockAnalysis company profile stockanalysis.com
Homebuilding

Company profile

Business mix

  • The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; conventional motorhomes; luxury fifth wheels.
  • It also provides aluminum extrusion and specialized component products to RV and other manufacturers.
  • The company sells its products to independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in recreational vehicles?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 15.28 FCF 5.07% Buyback 1.09%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.1% $76.9M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $26.2M Estimated from net reduced shares
Net share change / base shares -22.4% -328,337 / 1,463,275
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.8% 13F value change -$1.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -53.5% 13F value change -$24.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 381,095 Last 2 periods -208,734 (-54.8%) Total shares 172,361 Value $13.8M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.0% 13F value change -$3.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.3% 13F value change -$32.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,082,180 Last 2 periods -119,603 (-11.1%) Total shares 962,577 Value $76.9M

Recent mentions

No public mentions.