THOR Industries, Inc.
US ˙ NYSE ˙ US8851601018

SecurityTHO / THOR Industries, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership171,358 shares
Latest Disclosed Value $ 13,690,016
Stifel Financial Corp reports 5.39% decrease in ownership of THO / THOR Industries, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 171,358 shares of THOR Industries, Inc. (US:THO) valued at $13,689,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 181,125 shares of THOR Industries, Inc.. This represents a change in shares of -5.39% during the quarter. The current value of the position is $12,826,146 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)
2026-05-12 2026-03-31 13F THOR INDS COM 885160101 171,358 -9,767 -5.39 13,690 -26.38 0.0030
2026-02-13 2025-12-31 13F THOR INDS COM 885160101 181,125 -12,207 -6.31 18,596 -7.23 0.0167
2025-11-12 2025-09-30 13F THOR INDS COM 885160101 193,332 -5,912 -2.97 20,047 13.29 0.0183
2025-08-14 2025-06-30 13F THOR INDS COM 885160101 199,244 -5,052 -2.47 17,695 14.26 0.0172
2025-05-14 2025-03-31 13F THOR INDS COM 885160101 204,296 -4,666 -2.23 15,488 -22.56 0.0165
2025-02-13 2024-12-31 13F THOR INDS COM 885160101 208,962 154 0.07 20,000 -12.84 0.0208
2024-11-14 2024-09-30 13F THOR INDS COM 885160101 208,808 25,153 13.70 22,946 33.70 0.0241
2024-08-13 2024-06-30 13F THOR INDS COM 885160101 183,655 86 0.05 17,163 -20.32 0.0193
2024-05-14 2024-03-31 13F THOR INDS COM 885160101 183,569 4,857 2.72 21,540 1.93 0.0245
2024-02-12 2023-12-31 13F THOR INDS COM 885160101 178,712 -5,072 -2.76 21,133 20.88 0.0266
2023-11-13 2023-09-30 13F THOR INDS COM 885160101 183,784 1,332 0.73 17,483 -7.42 0.0246
2023-08-14 2023-06-30 13F THOR INDS COM 885160101 182,452 -4,153 -2.23 18,885 27.07 0.0258
2023-05-12 2023-03-31 13F THOR INDS COM 885160101 186,605 -1,015 -0.54 14,861 4.93 0.0213
2023-02-13 2022-12-31 13F THOR INDS COM 885160101 187,620 -7,914 -4.05 14,163 3.51 0.0213
2022-11-14 2022-09-30 13F THOR INDS COM 885160101 195,534 -39,772 -16.90 13,683 -22.19 0.0224
2022-08-15 2022-06-30 13F THOR INDS COM 885160101 235,306 -4,581 -1.91 17,585 -6.86 0.0275
2022-05-13 2022-03-31 13F THOR INDS COM 885160101 239,887 13,001 5.73 18,880 -19.81 0.0258
2022-02-14 2021-12-31 13F THOR INDS COM 885160101 226,886 -12,027 -5.03 23,543 -19.73 0.0311
2021-11-15 2021-09-30 13F THOR INDS COM 885160101 238,913 9,223 4.02 29,329 13.00 0.0430
2021-08-13 2021-06-30 13F THOR INDS COM 885160101 229,690 33,704 17.20 25,955 -1.71 0.0388
2021-05-14 2021-03-31 13F THOR INDS COM 885160101 195,986 23,763 13.80 26,407 64.89 0.0435
2021-02-12 2020-12-31 13F THOR INDS COM 885160101 172,223 15,446 9.85 16,015 7.23 0.0286
2020-11-16 2020-09-30 13F THOR INDS COM 885160101 156,777 -17,038 -9.80 14,935 -19.34 0.0307
2020-08-14 2020-06-30 13F THOR INDS COM 885160101 173,815 7,609 4.58 18,517 164.94 0.0426
2020-05-14 2020-03-31 13F THOR INDS COM 885160101 166,206 46,936 39.35 6,989 -21.15 0.0193
2020-02-13 2019-12-31 13F THOR INDS COM 885160101 119,270 -3,625 -2.95 8,864 27.10 0.0185
2019-11-19 2019-09-30 13F/A-1 THOR INDS COM 885160101 122,895 -2,766 -2.20 6,974 -4.97 0.0178
2019-11-13 2019-09-30 13F THOR INDS COM 885160101 123,038 -2,623 6,983 3,914.3215
2019-08-14 2019-06-30 13F THOR INDS COM 885160101 125,661 18,263 17.00 7,339 10.08 0.0189
2019-05-14 2019-03-31 13F THOR INDS COM 885160101 107,398 4,784 4.66 6,667 24.57 0.0188
2019-02-13 2018-12-31 13F THOR INDS COM 885160101 102,614 20,408 24.83 5,352 -22.55 0.0173
2018-11-13 2018-09-30 13F THOR INDS COM 885160101 82,206 -10,934 -11.74 6,910 -23.51 0.0198
2018-08-14 2018-06-30 13F THOR INDS COM 885160101 93,140 39,760 74.48 9,034 47.40 0.0277
2018-05-11 2018-03-31 13F THOR INDS COM 885160101 53,380 32,470 155.28 6,129 94.63 0.0193
2018-02-14 2017-12-31 13F THOR INDS COM 885160101 20,910 918 4.59 3,149 24.86 0.0100
2017-11-13 2017-09-30 13F THOR INDS COM 885160101 19,992 -1,082 -5.13 2,522 14.07 0.0088
2017-08-14 2017-06-30 13F THOR INDS COM 885160101 21,074 3,834 22.24 2,211 33.19 0.0082
2017-05-10 2017-03-31 13F THOR INDS COM 885160101 17,240 1,729 11.15 1,660 6.55 0.0064
2017-02-16 2016-12-31 13F THOR INDS COM 885160101 15,511 -2,195 -12.40 1,558 4.01 0.0066
2016-11-15 2016-09-30 13F THOR INDS COM 885160101 17,706 -449 -2.47 1,498 27.38 0.0067
2016-08-17 2016-06-30 13F THOR INDS COM 885160101 18,155 14,431 387.51 1,176 394.12 0.0054
2016-05-16 2016-03-31 13F THOR INDS COM 885160101 3,724 -2,406 -39.25 238 -30.81 0.0013
2016-03-21 2015-12-31 13F/A-2 THOR INDS COM 885160101 6,130 6,130 2.17 344 2.08 0.0018
2016-02-26 2015-12-31 13F/A-1 THOR INDS COM 885160101 6,000 -130 337 0.0018
2016-02-16 2015-12-31 13F THOR INDS COM 885160101 6,000 337
2015-05-14 2015-03-31 13F THOR INDS COM 885160101 0 -7,362 -100.00 0 -100.00
2015-02-13 2014-12-31 13F THOR INDS COM 885160101 7,362 1,143 18.38 412 28.75 0.0023
2014-11-13 2014-09-30 13F THOR INDS COM 885160101 6,219 -246 -3.81 320 -13.04 0.0028
2014-08-14 2014-06-30 13F THOR INDS COM 885160101 6,465 -6,962 -51.85 368 -55.12 0.0033
2014-05-15 2014-03-31 13F THOR INDS COM 885160101 13,427 13,427 820 0.0078
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.