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Which funds own THO

Thor Inds Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $69m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $69m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Harris Associates LP Value · $75.4bn book	$69m	0.1%	923,940	-$7.5m-38,637	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Balyasny Asset Management LLC · Multi-strategy$32m held before

Ownership through time

At least 6 of the 95 managers whose filings are on file listed THO in Q2 2026, against 2 in Q2 2013. 2 managers more than in Q1 2026: 1 started a position; 1 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Holocene Advisors LP$3.5m

Largest increases, by shares

Freestone Grove Partners LP21,798 to 123,409 shares+$7.6m
Holocene Advisors LPnew: 46,660 shares+$3.5m
Caxton Associates LLP9,752 to 31,693 shares+$1.6m

Largest decreases, by shares

Capital Research Global Investors1,548,591 to 1,416,967 shares-$9.9m
Harris Associates LP962,577 to 923,940 shares-$2.9m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Capital Research Global Investors	Q4 2018	$849m	$106m
Harris Associates LP	Q2 2013	$317m	$69m
Voloridge Investment Management LLC	Q2 2016	$30m	$14m
Freestone Grove Partners LP	Q1 2025	$9.9m	$9.3m
Holocene Advisors LP	Q2 2018	$3.5m	$3.5m
Caxton Associates LLP	Q1 2017	$2.4m	$2.4m
Wellington Management Group LLP	Q2 2020	$421m	last listed Q4 2022
Artisan Partners LP	Q2 2019	$158m	last listed Q3 2021
Janus Henderson Group Ltd	Q2 2017	$145m	last listed Q3 2025
Neuberger Berman Group LLC	Q4 2016	$122m	last listed Q2 2019
Balyasny Asset Management LLC	Q3 2017	$111m	last listed Q4 2025
Point72 Asset Management LP	Q1 2017	$110m	last listed Q3 2018
AQR Capital Management LLC	Q3 2016	$101m	last listed Q4 2020
AllianceBernstein LP	Q2 2013	$98m	last listed Q1 2015
Renaissance Technologies LLC	Q3 2016	$93m	last listed Q4 2022
Marshall Wace LLP	Q3 2016	$93m	last listed Q3 2022

What THO is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around THO →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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