Thor Industries Inc (THO) shareholders
THONYSEMotor HomesFiscal year ends July 31
Financials through Q4 FY2026, quarter ended Jul 31, 2026Last filing: 10-K on Sep 22, 2026Score 10/309% above fair value
$77.04−0.25 (-0.32%)
Close on Nov 13, 2026Market cap $3.98BP/E 22.8Yield 2.70%
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 |
|---|---|---|---|---|
| Nicholas V. Tompras Living Trust 9/23/03, as amended Joint filing with ACR Alpine Capital Research, LLC (11.20%), ACR Alpine Capital Research, LP (11.20%) and 5 more | 5,781,882 | 11.20% | 13G (passive) amendment | Sep 30, 2026 |
| Alpine Investment Management, LLC Joint filing with ACR Alpine Capital Research, LLC (10.00%), Acr Alpine Capital Research, LP (10.00%) and 5 more | 5,278,501 | 10.00% | 13G (passive) amendment | May 13, 2026 |
| Alpine Holdings Corp Joint filing with ACR Alpine Capital Research, LLC (9.30%), Acr Alpine Capital Research, LP (9.30%) and 5 more | 4,903,124 | 9.30% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 4,554,470 | 8.50% | 13G (passive) amendment | Dec 31, 2023 |
| 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 |
| Tompras Jennifer O. Joint filing with ACR Alpine Capital Research, LLC (5.10%), Acr Alpine Capital Research, LP (5.10%) and 5 more | 2,724,275 | 5.10% | 13G (passive) | Mar 5, 2025 |
| 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% | $56.64M | +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)
322 funds held THO in Q2 2026, 59% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 443,673 | 0.86% | Oct 15, 2026 |
| Ryan Aaron Biren | Chief Information Officer | 11,120 | 0.02% | Oct 15, 2026 |
| W. Todd Woelfer | SVP, CHIEF OPERATING OFFICER | 123,854 | 0.24% | Oct 15, 2026 |
| Colleen A. Zuhl | SR. VP AND CHIEF FIN. OFFICER | 166,769 | 0.32% | Oct 15, 2026 |
| Michele McDermott | Chief Human Resources Officer | 14,073 | 0.03% | Oct 15, 2026 |
| Trevor Q. Gasper | SVP, GENERAL COUNSEL AND SEC. | 35,453 | 0.07% | Oct 15, 2026 |
| Laurel Hurd | Director | 9,478 | 0.02% | Oct 15, 2026 |
| Jeffrey D. Lorenger | Director | 6,309 | 0.01% | Oct 15, 2026 |
| Christina Hennington | Director | 9,478 | 0.02% | Oct 15, 2026 |
| Amelia Huntington | Director | 13,761 | 0.03% | Oct 15, 2026 |
| William J. Kelley JR | Director | 9,959 | 0.02% | Oct 15, 2026 |
| Christopher J. Klein | Director | 14,351 | 0.03% | Oct 15, 2026 |
| Peter Busch Orthwein | Director | 1,201,845 | 2.33% | Oct 15, 2026 |
| Andrew E. Graves | Director | 27,526 | 0.05% | Oct 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ryan Aaron Biren Chief Information Officer | Oct 13, 2026 | Award | +6,898 | – | – | 11,120 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 13, 2026 | Award | +10,502 | – | – | 35,453 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 13, 2026 | Tax withholding | −1,163 | $65.23 | $75.86K | 24,951 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 13, 2026 | Award | +2,819 | – | – | 26,114 |
| Christina Hennington Director | Oct 13, 2026 | Award | +2,912 | – | – | 9,478 |
| Michele McDermott Chief Human Resources Officer | Oct 13, 2026 | Award | +7,257 | – | – | 14,073 |
| Michele McDermott Chief Human Resources Officer | Oct 13, 2026 | Tax withholding | −233 | $65.23 | $15.20K | 6,816 |
| Michele McDermott Chief Human Resources Officer | Oct 13, 2026 | Award | +884 | – | – | 7,049 |
| Laurel Hurd Director | Oct 13, 2026 | Award | +2,912 | – | – | 9,478 |
| Amelia Huntington Director | Oct 13, 2026 | Award | +2,912 | – | – | 13,761 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 13, 2026 | Award | +46,909 | – | – | 443,673 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 13, 2026 | Tax withholding | −5,498 | $65.23 | $358.63K | 396,764 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 13, 2026 | Award | +13,327 | – | – | 402,262 |
| William J. Kelley JR Director | Oct 13, 2026 | Award | +2,912 | – | – | 9,959 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 13, 2026 | Award | +21,200 | – | – | 123,854 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 13, 2026 | Tax withholding | −2,333 | $65.23 | $152.18K | 102,654 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 13, 2026 | Award | +5,838 | – | – | 104,987 |
| Jeffrey D. Lorenger Director | Oct 13, 2026 | Award | +2,912 | – | – | 6,309 |
| Andrew E. Graves Director | Oct 13, 2026 | Award | +2,912 | – | – | 27,526 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 13, 2026 | Award | +21,346 | – | – | 166,769 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 13, 2026 | Tax withholding | −2,413 | $65.23 | $157.40K | 145,423 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 13, 2026 | Award | +5,849 | – | – | 147,836 |
| Christopher J. Klein Director | Oct 13, 2026 | Award | +2,912 | – | – | 14,314 |
| Peter Busch Orthwein Director | Oct 13, 2026 | Award | +2,912 | – | – | 902,145 |
| Ryan Aaron Biren Chief Information Officer | Oct 7, 2026 | Tax withholding | −258 | $65.84 | $16.99K | 4,222 |
| Ryan Aaron Biren Chief Information Officer | Oct 7, 2026 | Tax withholding | −251 | $65.84 | $16.53K | 4,480 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 7, 2026 | Tax withholding | −815 | $65.84 | $53.66K | 23,295 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 7, 2026 | Tax withholding | −422 | $65.84 | $27.78K | 24,110 |
| Trevor Q. Gasper SVP, GENERAL COUNSEL AND SEC. | Oct 7, 2026 | Tax withholding | −374 | $65.84 | $24.62K | 24,532 |
| Michele McDermott Chief Human Resources Officer | Oct 7, 2026 | Tax withholding | −479 | $65.84 | $31.54K | 6,165 |
| Michele McDermott Chief Human Resources Officer | Oct 7, 2026 | Tax withholding | −126 | $65.84 | $8.30K | 6,644 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 7, 2026 | Tax withholding | −4,899 | $65.84 | $322.55K | 388,935 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 7, 2026 | Tax withholding | −3,131 | $65.84 | $206.15K | 393,834 |
| Robert W. Martin CHIEF EXEC. AND PRES., Director | Oct 7, 2026 | Tax withholding | −3,539 | $65.84 | $233.01K | 396,965 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 7, 2026 | Tax withholding | −2,113 | $65.84 | $139.12K | 99,149 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 7, 2026 | Tax withholding | −1,328 | $65.84 | $87.44K | 101,262 |
| W. Todd Woelfer SVP, CHIEF OPERATING OFFICER | Oct 7, 2026 | Tax withholding | −1,519 | $65.84 | $100.01K | 102,590 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 7, 2026 | Tax withholding | −2,243 | $65.84 | $147.68K | 141,987 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 7, 2026 | Tax withholding | −1,375 | $65.84 | $90.53K | 144,230 |
| Colleen A. Zuhl SR. VP AND CHIEF FIN. OFFICER | Oct 7, 2026 | Tax withholding | −1,561 | $65.84 | $102.78K | 145,605 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
10.93%
5M shares short
Days to cover
5.3
At 1M shares a day
Change since last report
-7.3%
From 5M shares
Short volume, 20 days
57.2%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Thor Industries's stock actually held short. Settlement fails (shares not delivered on time) peaked at 24,641 shares on Sep 11, 2026 over the last 90 days.
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 |
| Julian Kenneth D Former Officer | Dec 6, 2023 | 15,921 | $1.69M | Dec 6, 2023 | RSU Compensation |
| Julian Kenneth D Officer | Jul 19, 2023 | 10,000 | $1.11M | Jul 18, 2023 | compensation |
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