ACR Alpine Capital Research, LLC THO — THOR INDS INC

Ownership history in ACR Alpine Capital Research, LLC  ·  23 quarters on record

AI Ownership Summary

ACR Alpine Capital Research, LLC reported THOR INDS INC (THO) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.28% in 2025 Q3. The latest visible filing shows THO at 6.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this THO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACR Alpine Capital Research, LLC's position in THOR INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

THO was reported at 6.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.28% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

THO stock page ACR Alpine Capital Research, LLC fund profile ACR Alpine Capital Research, LLC full holdings
How ACR Alpine Capital Research, LLC held THO — position size vs. price
% of Fund (quarterly)    THO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,133,782 +26,712 +0.7% 6.62% $424.4M 2026-02-14 (Est.) $114.02
2025 Q3 REDUCED — — — 4,107,070 -157,961 -3.7% 7.28% $425.9M 2025-10-30 $102.15
2025 Q2 ADDED — — — 4,265,031 +782,114 +22.5% 6.78% $378.8M 2025-08-01 $89.81
2025 Q1 ADDED — — — 3,482,917 +1,339,951 +62.5% 5.52% $264.0M 2025-05-06 $72.62
2024 Q4 ADDED — — — 2,142,966 +619,318 +40.6% 4.44% $205.1M 2025-02-06 $97.99
2024 Q3 REDUCED — — — 1,523,648 -655 -0.0% 4.94% $167.4M 2024-11-04 $101.42
2024 Q2 ADDED — — — 1,524,303 +62,716 +4.3% 4.40% $142.4M 2024-08-01 $96.90
2024 Q1 REDUCED — — — 1,461,587 -11,265 -0.8% 5.20% $171.5M 2024-05-06 $96.35
2023 Q4 ADDED — — — 1,472,852 +1,196,812 +433.6% 5.88% $174.2M 2024-02-06 $109.46
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding THO

As of 2026 Q1 — sorted by position size

Triad Investment Management 3Y 7Y 4.64% Salvus Wealth Management, LLC 3Y 2.45% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 1.23% QV Investors Inc. 3Y 7Y 0.71% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.68% Old North State Wealth Management, LLC 0.56% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.54% Murphy Pohlad Asset Management LLC 3Y 7Y 0.31% Stockman Wealth Management, Inc. 3Y 7Y 0.22% MQS Management LLC 3Y 0.19%

FAQ About ACR Alpine Capital Research, LLC and THO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACR Alpine Capital Research, LLC reported owning THO?

ACR Alpine Capital Research, LLC reported THO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported THO position in ACR Alpine Capital Research, LLC's portfolio?

The largest reported portfolio weight for THO was 7.28% in 2025 Q3.

What is the latest reported THO position on this page?

The most recent filing on this page is 2025 Q4, when ACR Alpine Capital Research, LLC reported 4,133,782 shares, equal to 6.62% of portfolio, with an estimated market value of $424.4M.

What does the chart on this THO ownership page compare?

The chart compares ACR Alpine Capital Research, LLC's quarterly THO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ACR Alpine Capital Research, LLC time their THO position?

Based on 13F filing dates vs. subsequent THO price moves, ACR Alpine Capital Research, LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on THO relative to SPY over the holding period was -1.0%.

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