THONYSEMotor HomesFiscal year ends July 31
THOR INDUSTRIES INC
Financials through Q4 FY2026, quarter ended Jul 31, 2026Last filing: 10-K on Sep 22, 2026
$65.86−2.58 (-3.77%)
Close on Oct 19, 2026
- Market cap
- $3.43B
- P/E (TTM)
- 19.5
- Dividend yield
- 3.16%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
55M of 52M shares
Institutional holders
407
65 new, 68 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net sold $473.42K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Tompras Jennifer O. | 5,278,501 | 10.00% | 13G (passive) amendment | May 13, 2026 |
| Alpine Investment Management, LLC | 4,903,124 | 9.30% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 4,554,470 | 8.50% | 13G (passive) amendment | Dec 31, 2023 |
| Alpine Holdings Corp | 4,265,031 | 8.00% | 13G (passive) amendment | Jun 30, 2025 |
| Life Cycle Investment Partners Ltd | 4,099,664 | 7.90% | 13G (passive) | Jun 30, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 3,624,591 | 7.00% | 13G (passive) amendment | Jun 30, 2026 |
| Royal London Asset Management Ltd | 3,002,838 | 5.63% | 13G (passive) | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 2,941,874 | 5.60% | 13G (passive) | Sep 30, 2024 |
| Timucuan Asset Management Inc/Fl | 2,674,398 | 5.00% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 2,670,866 | 5.07% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 2,653,716 | 5.04% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of THO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| ACR Alpine Capital Research, LLC | 5,527,556 | 10.71% | $415.45M | +624,432 | 5.90% |
| BlackRock, Inc. | 4,833,128 | 9.36% | $363.26M | +75,717 | 0.01% |
| Life Cycle Investment Partners Ltd | 4,099,664 | 7.94% | $308.13M | +825,159 | 1.44% |
| Kayne Anderson Rudnick Investment Management LLC | 3,624,570 | 7.02% | $272.42M | −665,155 | 0.85% |
| Dimensional Fund Advisors LP | 3,090,332 | 5.99% | $232.29M | −56,242 | 0.04% |
| Vanguard Portfolio Management LLC | 2,666,413 | 5.17% | $200.41M | +21,756 | 0.01% |
| Timucuan Asset Management Inc/Fl | 2,560,247 | 4.96% | $192.43M | +8,773 | 7.08% |
| Vanguard Capital Management LLC | 2,285,115 | 4.43% | $171.75M | +14,934 | 0.00% |
| State Street Corp | 1,689,768 | 3.27% | $127.11M | +44,132 | 0.00% |
| Capital Research Global Investors | 1,416,967 | 2.75% | $106.50M | −131,624 | 0.01% |
| Geode Capital Management, LLC | 998,960 | 1.94% | $75.11M | +5,407 | 0.00% |
| Envestnet Asset Management Inc | 987,883 | 1.91% | $74.25M | +83,062 | 0.02% |
| Harris Associates L P | 923,940 | 1.79% | $69.44M | −38,637 | 0.09% |
| Madison Asset Management, LLC | 881,017 | 1.71% | $66.22M | −83,759 | 0.79% |
| Canada Pension Plan Investment Board | 870,394 | 1.69% | $65.42M | +864,494 | 0.04% |
| Oppenheimer Asset Management Inc. | 852,257 | 1.65% | $64.06M | +111,309 | 0.67% |
| Morgan Stanley | 845,259 | 1.64% | $63.53M | +164,807 | 0.00% |
| Natixis Advisors, L.P. | 753,542 | 1.46% | $56.64K | +116,921 | 0.06% |
| Jones Financial Companies Lllp | 728,299 | 1.41% | $57.35M | +107,374 | 0.02% |
| Charles Schwab Investment Management Inc | 667,577 | 1.29% | $50.18M | −10,488 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 407 | 55M | 100.0% | 65 / 117 | 151 / 68 | 6M | 5M |
| Q1 2026 | 417 | 54M | 100.0% | 50 / 147 | 138 / 69 | 10M | 4M |
| Q4 2025 | 443 | 53M | 100.0% | 70 / 130 | 153 / 40 | 6M | 6M |
| Q3 2025 | 418 | 53M | 100.0% | 62 / 125 | 146 / 42 | 4M | 7M |
| Q2 2025 | 403 | 57M | 100.0% | 59 / 158 | 129 / 56 | 6M | 4M |
| Q1 2025 | 405 | 55M | 100.0% | 56 / 140 | 148 / 68 | 6M | 3M |
| Q4 2024 | 421 | 54M | 100.0% | 56 / 140 | 151 / 59 | 5M | 6M |
| Q3 2024 | 430 | 55M | 100.0% | 72 / 149 | 142 / 44 | 10M | 3M |
| Q2 2024 | 407 | 52M | 100.0% | 66 / 133 | 149 / 66 | 3M | 4M |
| Q1 2024 | 411 | 53M | 100.0% | 42 / 144 | 149 / 51 | 2M | 2M |
| Q4 2023 | 423 | 53M | 100.0% | 81 / 119 | 160 / 53 | 4M | 4M |
| Q3 2023 | 400 | 53M | 100.0% | 51 / 144 | 141 / 48 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of THO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,798,249 | 3.48% | $135.16M | 0.11% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,591,123 | 3.08% | $119.59M | 0.01% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,379,888 | 2.67% | $103.71M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,146,999 | 2.22% | $86.21M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 725,896 | 1.41% | $54.56M | 0.08% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 689,567 | 1.34% | $51.70M | 0.27% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 602,382 | 1.17% | $45.28M | 0.05% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 599,814 | 1.16% | $47.43M | 0.18% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 425,077 | 0.82% | $31.87M | 0.19% | Jul 31, 2026 |
| Madison Mid Cap Fund | 422,061 | 0.82% | $31.64M | 1.84% | Jul 31, 2026 |
| Virtus KAR Small-Mid Cap Core Fund | 376,132 | 0.73% | $28.27M | 2.61% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 365,219 | 0.71% | $27.38M | 0.19% | Jul 31, 2026 |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 327,236 | 0.63% | $25.88M | 1.54% | May 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 297,629 | 0.58% | $22.31M | 0.02% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 274,075 | 0.53% | $21.67M | 0.05% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert W. Martin | CHIEF EXEC. AND PRES., Director | 400,504 | 0.78% | Dec 29, 2025 |
| Ryan Aaron Biren | Chief Information Officer | 4,731 | 0.01% | Mar 4, 2026 |
| W. Todd Woelfer | SVP, CHIEF OPERATING OFFICER | 104,109 | 0.20% | Jan 16, 2026 |
| Michele McDermott | Chief Human Resources Officer | 6,770 | 0.01% | Oct 9, 2025 |
| Trevor Q. Gasper | SVP, GENERAL COUNSEL AND SEC. | 26,140 | 0.05% | Oct 9, 2025 |
| Colleen A. Zuhl | SR. VP AND CHIEF FIN. OFFICER | 147,166 | 0.29% | Oct 9, 2025 |
| William J. Kelley JR | Director | 7,047 | 0.01% | Sep 2, 2026 |
| Peter Busch Orthwein | Director | 809,199 | 1.57% | Jun 17, 2026 |
| Amelia Huntington | Director | 10,849 | 0.02% | Mar 9, 2026 |
| Laurel Hurd | Director | 6,566 | 0.01% | Oct 9, 2025 |
| Andrew E. Graves | Director | 24,614 | 0.05% | Oct 9, 2025 |
| Jeffrey D. Lorenger | Director | 3,397 | 0.01% | Oct 9, 2025 |
| Christina Hennington | Director | 6,566 | 0.01% | Oct 9, 2025 |
| Christopher J. Klein | Director | 11,631 | 0.02% | Oct 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Peter Busch Orthwein Director | Jun 16, 2026 | Gift | +500 | – | – | 71,070 |
| Peter Busch Orthwein Director | Jun 16, 2026 | Gift | −10,000 | – | – | 738,129 |
| Peter Busch Orthwein Director | Mar 6, 2026 | Buy | +2,600 | $88.25 | $229.45K | 139,000 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Jan 15, 2026 | Sale | −4,567 | $114.85 | $524.52K | 104,109 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Dec 26, 2025 | Gift | −4,720 | – | – | 400,504 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Dec 12, 2025 | Sale | −1,729 | $103.15 | $178.35K | 112,680 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Dec 12, 2025 | Gift | −4,004 | – | – | 108,676 |
| William J. Kelley JR Director | Oct 8, 2025 | Tax withholding | −327 | $104.83 | $34.28K | 7,047 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 8, 2025 | Tax withholding | −3,413 | $104.83 | $357.78K | 147,166 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 8, 2025 | Award | +8,273 | – | – | 150,579 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 8, 2025 | Tax withholding | −5,906 | $104.83 | $619.13K | 142,306 |
| Michele McDermott Chief Human Resources Officer | Oct 8, 2025 | Tax withholding | −126 | $104.83 | $13.21K | 6,770 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 8, 2025 | Tax withholding | −5,899 | $104.83 | $618.39K | 109,420 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 8, 2025 | Award | +8,316 | – | – | 117,736 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 8, 2025 | Tax withholding | −3,327 | $104.83 | $348.77K | 114,409 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 8, 2025 | Tax withholding | −13,991 | $104.83 | $1.47M | 393,967 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 8, 2025 | Award | +18,762 | – | – | 412,729 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 8, 2025 | Tax withholding | −7,505 | $104.83 | $786.75K | 405,224 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 8, 2025 | Award | +3,108 | – | – | 26,140 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 8, 2025 | Tax withholding | −1,978 | $104.83 | $207.35K | 23,032 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 8, 2025 | Tax withholding | −1,234 | $104.83 | $129.36K | 24,906 |
| Jeffrey D. Lorenger Director | Oct 7, 2025 | Award | +1,482 | – | – | 3,397 |
| Andrew E. Graves Director | Oct 7, 2025 | Award | +1,482 | – | – | 24,614 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 7, 2025 | Award | +16,307 | – | – | 148,212 |
| Peter Busch Orthwein Director | Oct 7, 2025 | Award | +1,482 | – | – | 748,129 |
| Amelia Huntington Director | Oct 7, 2025 | Award | +1,482 | – | – | 10,831 |
| William J. Kelley JR Director | Oct 7, 2025 | Award | +1,482 | – | – | 7,374 |
| Michele McDermott Chief Human Resources Officer | Oct 7, 2025 | Award | +5,460 | – | – | 6,896 |
| Laurel Hurd Director | Oct 7, 2025 | Award | +1,482 | – | – | 6,566 |
| Christopher J. Klein Director | Oct 7, 2025 | Award | +1,482 | – | – | 11,594 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 7, 2025 | Award | +15,862 | – | – | 115,319 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 7, 2025 | Award | +35,626 | – | – | 407,958 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 7, 2025 | Award | +7,848 | – | – | 25,010 |
| Christina Hennington Director | Oct 7, 2025 | Award | +1,482 | – | – | 6,566 |
| Peter Busch Orthwein Director | Jun 30, 2025 | Gift | +450 | – | – | 70,570 |
| Peter Busch Orthwein Director | Jun 30, 2025 | Gift | −14,000 | – | – | 746,647 |
| Peter Busch Orthwein Director | Jun 20, 2025 | Buy | +3,000 | $85.40 | $256.20K | 136,400 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Dec 18, 2024 | Gift | −2,500 | – | – | 374,832 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Dec 18, 2024 | Gift | −1,000 | – | – | 377,332 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Dec 18, 2024 | Gift | −2,500 | – | – | 372,332 |
| Peter Busch Orthwein Director | Dec 11, 2024 | Gift | −300 | – | – | 1,060,647 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Dec 10, 2024 | Gift | −4,700 | – | – | 99,457 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 16, 2024 | Sale(10b5-1 plan) | −4,354 | $115.00 | $500.71K | 131,905 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 11, 2024 | Tax withholding | −480 | $109.82 | $52.71K | 17,162 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 11, 2024 | Tax withholding | −2,971 | $109.82 | $326.28K | 136,259 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 11, 2024 | Tax withholding | −3,052 | $109.82 | $335.17K | 104,157 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 11, 2024 | Tax withholding | −7,532 | $109.82 | $827.16K | 378,332 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 10, 2024 | Tax withholding | −357 | $105.30 | $37.59K | 17,642 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 10, 2024 | Tax withholding | −1,561 | $105.30 | $164.37K | 139,230 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 10, 2024 | Tax withholding | −1,523 | $105.30 | $160.37K | 107,209 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 10, 2024 | Tax withholding | −3,436 | $105.30 | $361.81K | 385,864 |
| Christina Hennington Director | Oct 8, 2024 | Award | +1,210 | – | – | 5,084 |
| Christopher J. Klein Director | Oct 8, 2024 | Award | +1,210 | – | – | 10,112 |
| Michele McDermott Chief Human Resources Officer | Oct 8, 2024 | Award | +1,436 | – | – | 1,436 |
| Amelia Huntington Director | Oct 8, 2024 | Award | +1,210 | – | – | 9,349 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 8, 2024 | Award | +9,992 | – | – | 135,494 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 8, 2024 | Tax withholding | −3,722 | $107.39 | $399.71K | 140,791 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 8, 2024 | Award | +9,019 | – | – | 144,513 |
| Jeffrey D. Lorenger Director | Oct 8, 2024 | Award | +1,210 | – | – | 1,915 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 8, 2024 | Award | +9,972 | – | – | 103,004 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| W. Todd Woelfer Officer | Jan 14, 2026 | 4,567 | $516.07K | Jan 14, 2026 | Stock Award |
| W. Todd Woelfer Officer | Dec 11, 2025 | 1,729 | $184.73K | Dec 11, 2025 | Stock Award |
| Colleen A. Zuhl Officer | Oct 16, 2024 | 4,354 | $500.71K | Oct 16, 2024 | Restricted Stock Vesting |
| Kenneth D. Julian Former Officer | Dec 6, 2023 | 15,921 | $1.69M | Dec 6, 2023 | RSU Compensation |
| Kenneth D. Julian Officer | Jul 19, 2023 | 10,000 | $1.11M | Jul 18, 2023 | compensation |