Thor Industries Inc
THO- Exchange
- NYSE
- Industry
- Motor Homes
- SEC CIK
- 0000730263
No open-market purchases or sales by Thor Industries Inc insiders were filed in the last 90 days; 413 institutions reported holding it in 13F filings for Q2 2026, worth $4.16B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Key figures
- Market capClose on Nov 10, 2026
- $4.10B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −4 vs. previous quarter
- 413
- 13F valueReported value at the end of Q2 2026
- $4.16B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $9.61B
- +0.3% year over year
- Net income, FY2026
- $177.5M
- −31.3% year over year
- Free cash flow, FY2026
- –
- No comparable prior period
- Revenue, Q4 FY2026
- $2.31B
- −8.4% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 4.84M
- Shares sold short
- Change
- −380.8K
- −7.3% vs. previous
- Days to cover
- 5.34
- At average daily volume
Superinvestors holding THO, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Thor Industries Inc on Form 13F. Percentages are the stock's share of each portfolio.
Harris Associates (Oakmark)
Bill Nygren
0.1%
Thor Industries Inc's share of the portfolio
- Shares
- 923,940
- Value
- $69.4M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Thor Industries Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Orthwein Peter BuschDirector | PPurchase | +2.60K | $88.25 | +$229.4K | +1.9%139.0K after | |
| Jan 16, 2026 (view filing) | Jan 15 | 1 day | Woelfer W. ToddSVP, CHIEF OPERATING OFFICER | SSale | −4.57K | $114.85 | −$524.5K | −4.2%104.1K after | |
| Dec 16, 2025 (view filing) | Dec 12 | 4 days | Woelfer W. ToddSVP, CHIEF OPERATING OFFICER | SSale | −1.73K | $103.15 | −$178.3K | −1.5%112.7K after | |
| Jun 23, 2025 (view filing) | Jun 20 | 3 days | Orthwein Peter BuschDirector | PPurchase | +3.00K | $85.40 | +$256.2K | +2.2%136.4K after | |
| Oct 18, 2024 (view filing) | Oct 16 | 2 days | Zuhl Colleen ASR. VP AND CHIEF FIN. OFFICER | SSale | −4.35K | $115.00 | −$500.7K | −3.2%131.9K after | 10b5-1 |
| Jan 23, 2024 (view filing) | Jan 22-23 | 1 day | Woelfer W. ToddSVP, CHIEF OPERATING OFFICER | SSale | −6.67K | $116.25 | −$774.9K | −6.6%95.0K after | 2 lots10b5-1 |
| Jan 18, 2024 (view filing) | Jan 18 | Same day | Woelfer W. ToddSVP, CHIEF OPERATING OFFICER | SSale | −3.33K | $112.50 | −$375.1K | −3.2%101.7K after | 10b5-1 |
| Jul 20, 2023 (view filing) | Jul 18 | 2 days | Julian Kenneth DSVP OF ADMIN AND HR | SSale | −10.0K | $110.72 | −$1.11M | −24.5%30.8K after | |
| Oct 6, 2022 (view filing) | Oct 5 | 1 day | Orthwein Peter BuschDirector | PPurchase | +20.0K | $72.50 | +$1.45M | +200.0%30.0K after | |
| Jul 13, 2022 (view filing) | Jul 12 | 1 day | Woelfer W. ToddCHIEF OPERATING OFFICER | PPurchase | +1.23K | $81.55 | +$99.9K | +1.8%70.3K after |
Top 10 13F holders, Q2 2026
See all 413 holdersThe largest institutional positions in Thor Industries Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ACR Alpine Capital Research, LLC | 5,527,556 | $415.5M | 5.90% | +624,432+12.7% | Added |
| BlackRock, Inc. | 4,833,128 | $363.3M | 0.01% | +75,717+1.6% | Added |
| Life Cycle Investment Partners Ltd | 4,099,664 | $308.1M | 1.44% | +825,159+25.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,624,570 | $272.4M | 0.85% | −665,155−15.5% | Reduced |
| Dimensional Fund Advisors LP | 3,090,332 | $232.3M | 0.04% | −56,242−1.8% | Reduced |
| Vanguard Portfolio Management LLC | 2,666,413 | $200.4M | 0.01% | +21,756+0.8% | Added |
| Timucuan Asset Management Inc | 2,560,247 | $192.4M | 7.08% | +8,773+0.3% | Added |
| Vanguard Capital Management LLC | 2,285,115 | $171.7M | 0.00% | +14,934+0.7% | Added |
| State Street Corp | 1,689,768 | $127.1M | 0.00% | +44,132+2.7% | Added |
| Capital Research Global Investors | 1,416,967 | $106.5M | 0.01% | −131,624−8.5% | Reduced |
Holders of 5% or more of THO
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Thor Industries Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| ACR Alpine Capital Research, LLC | 13G/A | 11.20%5.78M shares | +1.20 ppfrom 10.00% | Mar 12, 20256 filings | Oct 19, 2026 | SEC |
| Life Cycle Investment Partners Ltd | 13G | 7.90%4.10M shares | +1.70 ppfrom 6.20% | May 12, 20262 filings | Aug 13, 2026 | SEC |
| Kayne Anderson Rudnick Investment Management LLC | 13G/A | 7.00%3.62M shares | −1.90 ppfrom 8.90% | Feb 11, 20218 filings | Aug 13, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.07%2.67M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.04%2.65M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in THO1 member of Congress reported 2 trades in Thor Industries Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 13, 2023 |  Daniel S. Goldman House · NY | Sell | $1K-$15K |
| May 19, 2023 | Daniel S. Goldman House · NY | Sell | $1K-$15K |
House · NY · Aug 13, 2023
Sell$1K-$15K
House · NY · May 19, 2023
Sell$1K-$15K