THOR Industries, Inc.
US ˙ NYSE ˙ US8851601018

SecurityTHO / THOR Industries, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership209,172 shares
Latest Disclosed Value $ 16,709,464
Janus Henderson Group Plc reports 31.86% increase in ownership of THO / THOR Industries, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 209,172 shares of THOR Industries, Inc. (US:THO) valued at $16,710,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 158,631 shares of THOR Industries, Inc.. This represents a change in shares of 31.86% during the quarter. The current value of the position is $16,683,559 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F/A-1 THOR INDS COM 885160101 209,172 50,541 31.86 16,709 2.59 0.0028
2026-05-15 2026-03-31 13F THOR INDS COM 885160101 209,172 50,541 31.86 16,709 2.59 0.0031
2026-02-17 2025-12-31 13F THOR INDS COM 885160101 158,631 -419,015 -72.54 16,287 -72.81 0.0073
2025-11-14 2025-09-30 13F THOR INDS COM 885160101 577,646 -8,614 -1.47 59,896 15.05 0.0273
2025-08-14 2025-06-30 13F THOR INDS COM 885160101 586,260 147,914 33.74 52,064 54.10 0.0255
2025-05-15 2025-03-31 13F THOR INDS COM 885160101 438,346 4,578 1.06 33,787 -18.62 0.0185
2025-02-14 2024-12-31 13F THOR INDS COM 885160101 433,768 4,410 1.03 41,518 -12.00 0.0211
2024-11-14 2024-09-30 13F THOR INDS COM 885160101 429,358 197 0.05 47,182 17.64 0.0241
2024-08-14 2024-06-30 13F THOR INDS COM 885160101 429,161 180 0.04 40,106 -20.32 0.0215
2024-05-15 2024-03-31 13F THOR INDS COM 885160101 428,981 4,205 0.99 50,336 0.21 0.0275
2024-02-14 2023-12-31 13F THOR INDS COM 885160101 424,776 -83,175 -16.37 50,230 3.95 0.0300
2023-11-14 2023-09-30 13F THOR INDS COM 885160101 507,951 -213,948 -29.64 48,321 -35.33 0.0316
2023-08-14 2023-06-30 13F THOR INDS COM 885160101 721,899 -44,114 -5.76 74,717 22.48 0.0465
2023-05-15 2023-03-31 13F THOR INDS COM 885160101 766,013 -103,797 -11.93 61,003 -7.10 0.0402
2023-02-14 2022-12-31 13F THOR INDS COM 885160101 869,810 2,298 0.26 65,662 8.16 0.0469
2023-01-13 2022-09-30 13F/A-1 THOR INDS COM 885160101 867,512 -13,658 -1.55 60,708 -7.81 0.0455
2022-11-14 2022-09-30 13F THOR INDS COM 885160101 867,512 -13,658 60,708 0.0154
2022-08-15 2022-06-30 13F THOR INDS COM 885160101 881,170 -118,467 -11.85 65,850 -16.30 0.0454
2022-05-16 2022-03-31 13F THOR INDS COM 885160101 999,637 -4,295 -0.43 78,673 -24.48 0.0380
2022-02-14 2021-12-31 13F THOR INDS COM 885160101 1,003,932 -18,194 -1.78 104,177 -16.97 0.0435
2021-11-16 2021-09-30 13F THOR INDS COM 885160101 1,022,126 -49,094 -4.58 125,476 3.66 0.0549
2021-08-16 2021-06-30 13F THOR INDS COM 885160101 1,071,220 -1,369 -0.13 121,048 -16.24 0.0518
2021-05-17 2021-03-31 13F THOR INDS COM 885160101 1,072,589 239,151 28.69 144,521 86.48 0.0660
2021-02-16 2020-12-31 13F THOR INDS COM 885160101 833,438 1,415 0.17 77,501 -2.22 0.0360
2020-11-16 2020-09-30 13F THOR INDS COM 885160101 832,023 -164,352 -16.49 79,259 -25.33 0.0413
2020-08-14 2020-06-30 13F THOR INDS COM 885160101 996,375 -78,338 -7.29 106,144 134.15 0.0596
2020-05-14 2020-03-31 13F THOR INDS COM 885160101 1,074,713 -251 -0.02 45,331 -43.24 0.0312
2020-02-18 2019-12-31 13F THOR INDS COM 885160101 1,074,964 32,767 3.14 79,859 35.29 0.0409
2019-11-14 2019-09-30 13F THOR INDS COM 885160101 1,042,197 -332,974 -24.21 59,030 -26.56 0.0320
2019-07-31 2019-06-30 13F THOR INDS COM 885160101 1,375,171 -3,946 -0.29 80,379 -6.55 0.0438
2019-04-30 2019-03-31 13F THOR INDS COM 885160101 1,379,117 62,997 4.79 86,016 25.68 0.0477
2019-02-06 2018-12-31 13F THOR INDS COM 885160101 1,316,120 33,214 2.59 68,438 -36.27 0.0436
2018-11-09 2018-09-30 13F THOR INDS COM 885160101 1,282,906 21,763 1.73 107,379 -12.57 0.0574
2018-08-10 2018-06-30 13F THOR INDS COM 885160101 1,261,143 236,775 23.11 122,823 4.11 0.0700
2018-05-14 2018-03-31 13F THOR INDS COM 885160101 1,024,368 72,686 7.64 117,976 -17.75 0.0695
2018-03-12 2017-12-31 13F/A-1 THOR INDS COM 885160101 951,682 -71,491 -6.99 143,438 11.34 0.0883
2018-02-09 2017-12-31 13F THOR INDS COM 885160101 951,682 -71,491 143,438
2017-11-14 2017-09-30 13F THOR INDS COM 885160101 1,023,173 -205,859 -16.75 128,828 0.29 0.0826
2017-08-17 2017-06-30 13F/A-1 THOR INDS COM 885160101 1,229,032 1,229,032 128,458 0.0875
2017-08-14 2017-06-30 13F THOR INDS COM 885160101 1,229,032 128,458 0.0877
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.