Maple Rock Capital Partners Inc. THO — THOR INDS INC

Ownership history in Maple Rock Capital Partners Inc.  ·  5 quarters on record

AI Ownership Summary

Maple Rock Capital Partners Inc. reported THOR INDS INC (THO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.2% in 2026 Q1. The latest visible filing shows THO at 1.20% 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.

What this THO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maple Rock Capital Partners Inc.'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
2026 Q1

THO was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Maple Rock Capital Partners Inc. fund profile Maple Rock Capital Partners Inc. full holdings
How Maple Rock Capital Partners Inc. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 461,864 +291,100 +170.5% 1.20% $36.9M 2026-05-15 $74.08
2025 Q4 REDUCED 7.0% -21.8% ✅ 170,764 -12,900 -7.0% 0.58% $17.5M 2026-02-17 $114.02
2025 Q3 UNCHANGED — — — 183,664 — 0% 0.75% $19.0M 2025-11-14 $97.50
2025 Q2 ADDED — — — 183,664 +64,209 +53.8% 0.80% $16.3M 2025-08-14 $106.67
2025 Q1 INITIATED — — — 119,455 — — 0.33% $9.1M 2025-05-15 $79.71

🏢 Other funds also holding THO

As of 2026 Q1 — sorted by position size

TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 7.5% ACR Alpine Capital Research, LLC 3Y 7Y 5.85% Triad Investment Management 3Y 7Y 4.64% BBFIT INVESTMENTS PTE LTD 2.5% Salvus Wealth Management, LLC 3Y 2.45% VALUE HOLDINGS MANAGEMENT CO. LLC 3Y 7Y 2.34% Life Cycle Investment Partners Ltd 1.67% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 1.52% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 1.23% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 1.01%

FAQ About Maple Rock Capital Partners Inc. and THO

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

How long has Maple Rock Capital Partners Inc. reported owning THO?

Maple Rock Capital Partners Inc. reported THO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported THO position in Maple Rock Capital Partners Inc.'s portfolio?

The largest reported portfolio weight for THO was 1.20% in 2026 Q1.

What is the latest reported THO position on this page?

The most recent filing on this page is 2026 Q1, when Maple Rock Capital Partners Inc. reported 461,864 shares, equal to 1.20% of portfolio, with an estimated market value of $36.9M.

What does the chart on this THO ownership page compare?

The chart compares Maple Rock Capital Partners Inc.'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 Maple Rock Capital Partners Inc. time their THO position?

Based on 13F filing dates vs. subsequent THO price moves, Maple Rock Capital Partners Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on THO relative to SPY over the holding period was -26.6%.

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