THO — THOR INDUSTRIES, INC. COM

Ownership history in TIMUCUAN ASSET MANAGEMENT INC/FL  ·  65 quarters on record

AI Ownership Summary

TIMUCUAN ASSET MANAGEMENT INC/FL reported THOR INDUSTRIES, INC. COM (THO) in 65 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.66% in 2025 Q4. The latest visible filing shows THO at 8.66% 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 TIMUCUAN ASSET MANAGEMENT INC/FL's position in THOR INDUSTRIES, INC. COM, 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 8.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.66% in 2025 Q4

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 TIMUCUAN ASSET MANAGEMENT INC/FL fund profile TIMUCUAN ASSET MANAGEMENT INC/FL full holdings
How TIMUCUAN ASSET MANAGEMENT INC/FL held THO — position size vs. price
% of Fund (quarterly)    THO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,599,470 -58,966 -2.2% 8.66% $266.9M 2026-02-14 (Est.) $114.02
2025 Q3 REDUCED 2,658,436 -15,962 -0.6% 8.08% $275.7M 2025-11-13 $98.61
2025 Q2 ADDED 2,674,398 +225,997 +9.2% 6.95% $237.5M 2025-08-13 $107.42
2025 Q1 ADDED 2,448,401 +409,636 +20.1% 5.77% $185.6M 2025-05-14 $79.72
2024 Q4 ADDED 2,038,765 +283,744 +16.2% 5.97% $195.1M 2025-02-13 $99.57
2024 Q3 ADDED 1,755,021 +20,003 +1.2% 5.85% $192.9M 2024-11-13 $104.98
2024 Q2 ADDED 1,735,018 +20,629 +1.2% 5.57% $162.1M 2024-08-13 $97.16
2024 Q1 ADDED 1,714,389 +42,910 +2.6% 6.79% $201.2M 2024-05-14 $100.44
2023 Q4 REDUCED 1,671,479 -41,625 -2.4% 6.91% $197.7M 2024-02-13 $110.56
56 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

Salvus Wealth Management, LLC 3Y 2.45% Stockman Wealth Management, Inc. 3Y 7Y 0.22% Impact Capital Partners LLC 0.1% CULLEN INVESTMENT GROUP, LTD. 0.03% Magnus Financial Group LLC 3Y 7Y 0.02% Avior Wealth Management, LLC 3Y 7Y 0.02% GAMMA Investing LLC 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0%

FAQ About TIMUCUAN ASSET MANAGEMENT INC/FL and THO

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

How long has TIMUCUAN ASSET MANAGEMENT INC/FL reported owning THO?

TIMUCUAN ASSET MANAGEMENT INC/FL reported THO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported THO position in TIMUCUAN ASSET MANAGEMENT INC/FL's portfolio?

The largest reported portfolio weight for THO was 8.66% in 2025 Q4.

What is the latest reported THO position on this page?

The most recent filing on this page is 2025 Q4, when TIMUCUAN ASSET MANAGEMENT INC/FL reported 2,599,470 shares, equal to 8.66% of portfolio, with an estimated market value of $266.9M.

What does the chart on this THO ownership page compare?

The chart compares TIMUCUAN ASSET MANAGEMENT INC/FL'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.

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