Thor Industries (THO)

Company Profile

thor is the sole owner of operating subsidiaries that, combined, represent the world’s largest manufacturer of recreational vehicles. over the years thor has received many honors for its growth and management success. in january, 2000, forbes included thor in its platinum 400 list, and in april, 2004, thor was added to standard & poor's mid-cap 400. also in 2004, forbes declared thor to be one of the "best managed companies in america." in 2005, fortune called thor one of "america's most admired companies," and industry week ranked thor as one of the fifty best u. s. manufacturers.thor has become one of the most admired and respected companies, not only in the rv industry, but in american business as well.

Company profile

Ticker

THO

Exchange

NYSE

Website

www.thorindustries.com/

CEO

Robert Martin

Incorporated

Delaware

Location

Indiana

Fiscal year end

Jul 31

Sector

Manufacturing > Motor Home Manufacturing

Industry (SIC)

Motor Homes

Winnebago Industries ...

SEC CIK

0000730263

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

2700 Real Estate Holdings, LLC • Airstream, Inc. • Airxcel, Inc. • Aqua-Hot Heating Systems, LLC • Balder Industries GmbH • Bürstner GmbH & Co. KG • Bürstner S.A. • CAN S.r.l. • Capron GmbH • Carado GmbH ...

IRS number

930768752

THO stock data

1M 1Y 5Y

Latest filings (excl ownership)

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25 Sep 23

THOR Industries Announces Fourth Quarter and Fiscal 2023 Results

25 Sep 23

8-K

Departure of Directors or Certain Officers

27 Jul 23

8-K

THOR Industries Announces Regular Quarterly Dividend

6 Jun 23

THOR Industries Announces Third Quarter Fiscal 2023 Results

6 Jun 23

Conflict minerals disclosure

31 May 23

8-K

THOR Industries Announces Regular Quarterly Dividend

7 Mar 23

THOR Industries Announces Second Quarter Fiscal 2023 Results

7 Mar 23

Latest ownership filings

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Notice of proposed sale of securities

ROYAL LONDON ASSET MANAGEMENT LTD

26 May 23

SC 13D

ROYAL LONDON ASSET MANAGEMENT LTD

3 May 23

SC 13D

ROYAL LONDON ASSET MANAGEMENT LTD

28 Mar 23

SC 13D

ROYAL LONDON ASSET MANAGEMENT LTD

27 Mar 23

SC 13G

HARRIS ASSOCIATES L P

14 Feb 23

Financial summary

Financial statements Chart THO financial data

Quarter (USD)	Jul 23	Apr 23	Jan 23	Oct 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jul 23	Jul 22	Jul 21	Jul 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2023

THO institutional ownership history Ownership history

96.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	398	386	+3.1%
Opened positions	59	42	+40.5%
Closed positions	47	55	-14.5%
Increased positions	120	123	-2.4%
Reduced positions	149	145	+2.8%

13F shares	Current	Prev Q	Change
Total value	5.31 tn	4.12 tn	+28.7%
Total shares	51.36 mm	52.28 mm	-1.8%
Total puts	1.11 mm	702.90 k	+58.2%
Total calls	795.70 k	598.10 k	+33.0%
Total put/call ratio	1.4	1.2	+18.9%

Largest owners	Shares	Value	Change
Kayne Anderson Rudnick Investment Management	5.14 mm	$532.39 bn	-0.4%
Vanguard	5.06 mm	$523.89 bn	-4.5%
BLK Blackrock	4.64 mm	$480.37 bn	-1.5%
Royal London Asset Management	3.25 mm	$336.50 bn	+22.7%
Harris Associates L P	3.01 mm	$311.39 bn	-0.2%
Capital Research Global Investors	2.50 mm	$258.35 bn	0.0%
Dimensional Fund Advisors	2.37 mm	$245.53 bn	+7.3%
LSV Asset Management	1.85 mm	$191.24 bn	-8.9%
Timucuan Asset Management	1.73 mm	$178.62 bn	-1.1%
STT State Street	1.55 mm	$160.29 bn	-3.2%

Largest transactions	Shares	Bought/sold	Change
Royal London Asset Management	3.25 mm	+600.59 k	+22.7%
Candlestick Capital Management	895.00 k	+485.31 k	+118.5%
Envestnet Asset Management	393.38 k	-432.90 k	-52.4%
Vanguard	5.06 mm	-239.59 k	-4.5%
Amundi	1.84 k	-226.73 k	-99.2%
JPM JPMorgan Chase & Co.	201.42 k	-209.53 k	-51.0%
Balyasny Asset Management	184.17 k	+184.17 k	NEW
Arrowstreet Capital, Limited Partnership	182.52 k	+182.52 k	NEW
LSV Asset Management	1.85 mm	-180.68 k	-8.9%
Citadel Advisors	272.81 k	-161.72 k	-37.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

THO insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
18 Jul 23	Kenneth D Julian	Common Stock	Sell	Dispose S	Yes	No	110.7218	10,000	1.11 mm	30,811
28 Jun 23	Orthwein Peter Busch	Common Stock	Gift	Acquire G	Yes	No	0	350	0.00	69,770
28 Jun 23	Orthwein Peter Busch	Common Stock	Gift	Dispose G	No	No	0	8,500	0.00	979,224
9 Dec 22	Orthwein Peter Busch	Common Stock	Gift	Dispose G	No	No	0	400	0.00	987,724
17 Oct 22	Orthwein Peter Busch	Common Stock	Gift	Dispose G	No	No	79.36	6,000	476.16 k	889,158
11 Oct 22	Andrew E Graves	Common Stock	Grant	Acquire A	No	No	0	1,658	0.00	20,513