undamentalytics Newsletter

Thor Industries Inc: which funds bought and sold

Institutions that bought and sold Thor Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 174 institutions that filed 13F reports for both quarters added to or opened positions in Thor Industries, and 217 cut or closed them. Together they added a net 1.0M shares, +1.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 601K shares (−3.8%); index fund managers were net buyers of 292K shares (+2.1%). 57 opened a new position and 67 sold out entirely.

Bought, Q2 2026 174 institutions, 57 of them new holders Sold, Q2 2026 217 institutions, 67 of them sold out
Net change, all compared +1.0M shares (+1.9%)
Net change, active managers −601K shares (−3.8%), 20 bought, 28 sold

Buyers versus sellers

institutions compared, 464
Active managers and hedge funds 20 bought · 28 sold · −601K
Index fund managers 9 bought · 2 sold · +292K
Other institutions 145 bought · 187 sold · +1.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Canada Pension Plan Investment Board +864K +14652.4% 870K $65.4M
Life Cycle Investment Partners Ltd +825K +25.2% 4.1M $308M
ACR Alpine Capital Research, LLC Active manager +624K +12.7% 5.5M $415M
Citadel Advisors LLC Hedge fund +308K +149.8% 513K $38.6M
Ameriprise Financial Inc +287K +435.3% 353K $26.5M
Two Sigma Investments, LP Hedge fund +276K +347.5% 355K $26.7M
Morgan Stanley +165K +24.2% 845K $63.5M
Natixis Advisors, LLC +117K +18.4% 754K $56.6M
Voloridge Investment Management, LLC Hedge fund +115K +168.4% 184K $13.8M
Oppenheimer Asset Management Inc. +111K +15.0% 852K $64.1M
Proshare Advisors LLC Index funds +109K +49.9% 328K $24.7M
Southernsun Asset Management, LLC +108K +82.3% 239K $18M
Jones Financial Companies LLLP +107K +17.3% 728K $57.3M
Jump Financial, LLC +104K New position 104K $7.8M
Freestone Grove Partners LP Hedge fund +102K +466.1% 123K $9.3M
Qv Investors Inc. +88K +79.3% 198K $14.9M
Envestnet Asset Management Inc +83K +9.2% 988K $74.2M
Blackrock, Inc. Index funds +76K +1.6% 4.8M $363M
Quantinno Capital Management LP +69K +57.1% 190K $14.3M
Mariner, LLC +69K +62.3% 179K $13.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −1.1M −83.5% 225K $17.9M
Kayne Anderson Rudnick Investment Management LLC Active manager −665K −15.5% 3.6M $272M
Balyasny Asset Management L.P. Hedge fund −404K Sold out 0 —
American Century Companies Inc Active manager −402K −41.7% 561K $42.2M
Lazard Asset Management LLC Active manager −145K −78.4% 40K $3M
Barclays PLC −143K −59.0% 100K $7.5M
Capital Research Global Investors Active manager −132K −8.5% 1.4M $106M
Sprott Inc. −105K Sold out 0 —
Bank Of America Corp −98K −51.7% 92K $6.9M
Millennium Management LLC Hedge fund −97K −76.7% 29K $2.2M
Madison Asset Management, LLC −84K −8.7% 881K $66.2M
Royal Bank Of Canada −79K −19.7% 323K $24.2M
Franklin Resources Inc Active manager −79K −65.7% 41K $3.1M
Wells Fargo & Company −60K −10.3% 522K $39.2M
Deprince Race & Zollo Inc Active manager −57K −16.0% 301K $22.6M
Dimensional Fund Advisors LP −56K −1.8% 3.1M $232M
Qube Research & Technologies Ltd Hedge fund −51K Sold out 0 —
Invesco Ltd. −51K −19.5% 209K $15.7M
Gotham Asset Management, LLC Hedge fund −50K −28.9% 123K $9.2M
Y-Intercept (Hong Kong) Ltd −48K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jump Financial, LLC 104K $7.8M
Allianz Asset Management Gmbh 66K $4.9M
Nordea Investment Management AB 59K $4.5M
Holocene Advisors, LPHedge fund 47K $3.5M
HRT Financial LP 45K $3.4M
Tweedy, Browne Co LLCActive manager 27K $2M
Exchange Traded Concepts, LLC 26K $2M
Marshall Wace, LLPHedge fund 24K $1.8M
Summittx Capital, L.P. 24K $1.8M
Forum Finance Group S.A. 25K $1.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Balyasny Asset Management L.P.Hedge fund 404K $32.3M
Sprott Inc. 105K $8.4M
Qube Research & Technologies LtdHedge fund 51K $4.1M
Y-Intercept (Hong Kong) Ltd 48K $3.9M
Campbell & Co Investment Adviser LLC 36K $2.8M
Kingsview Wealth Management, LLC 35K $2.8M
Exoduspoint Capital Management, LPHedge fund 34K $2.7M
Twinbeech Capital LP 17K $1.3M
Brevan Howard Capital Management LPHedge fund 12K $949,892
Diametric Capital, LP 12K $934,393

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
405
Ten largest holders
57.6%
of 13F-reported shares
Index fund managers
26.2%
of 13F-reported shares
Active managers and hedge funds
27.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 20 28 9 6 −601K −3.8%
Index fund managers 9 2 0 0 +292K +2.1%
Other institutions 145 187 48 61 +1.3M +5.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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