THOR Industries, Inc.
US ˙ NYSE ˙ US8851601018

SecurityTHO / THOR Industries, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership838 shares
Latest Disclosed Value $ 66,948
Cwm, Llc reports 5.54% increase in ownership of THO / THOR Industries, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 838 shares of THOR Industries, Inc. (US:THO) valued at $66,948 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 794 shares of THOR Industries, Inc.. The current value of the position is $62,724 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F THOR INDS COM 885160101 838 44 5.54 67 0.0002
2026-01-26 2025-12-31 13F THOR INDS COM 885160101 794 126 18.86 0 0.0002
2025-10-15 2025-09-30 13F THOR INDS COM 885160101 668 190 39.75 0 0.0002
2025-07-25 2025-06-30 13F THOR INDS COM 885160101 478 -213 -30.82 0 0.0001
2025-05-01 2025-03-31 13F THOR INDS COM 885160101 691 -402 -36.78 0 0.0002
2025-02-04 2024-12-31 13F THOR INDS COM 885160101 1,093 77 7.58 0 0.0004
2024-10-08 2024-09-30 13F THOR INDS COM 885160101 1,016 25 2.52 0 0.0005
2024-07-10 2024-06-30 13F THOR INDS COM 885160101 991 -1 -0.10 0 0.0004
2024-04-05 2024-03-31 13F THOR INDS COM 885160101 992 133 15.48 0 0.0006
2024-02-01 2023-12-31 13F THOR INDS COM 885160101 859 -66 -7.14 0 0.0005
2023-10-11 2023-09-30 13F THOR INDS COM 885160101 925 60 6.94 0 0.0005
2023-08-03 2023-06-30 13F THOR INDS COM 885160101 865 42 5.10 0 0.0006
2023-05-01 2023-03-31 13F THOR INDS COM 885160101 823 74 9.88 0 0.0004
2023-02-01 2022-12-31 13F THOR INDS COM 885160101 749 -541 -41.94 0 -100.00 0.0004
2022-10-27 2022-09-30 13F THOR INDS COM 885160101 1,290 99 8.31 90 1.12 0.0007
2022-07-28 2022-06-30 13F THOR INDS COM 885160101 1,191 459 62.70 89 53.45 0.0007
2022-04-21 2022-03-31 13F THOR INDS COM 885160101 732 75 11.42 58 -14.71 0.0004
2022-01-31 2021-12-31 13F THOR INDS COM 885160101 657 -8 -1.20 68 -9.33 0.0005
2021-09-15 2021-06-30 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2021-07-29 2021-06-30 13F THOR INDS COM 885160101 665 0 75 0.0006
2021-09-15 2021-03-31 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2021-04-27 2021-03-31 13F THOR INDS COM 885160101 536 -129 72 0.0006
2021-09-15 2020-12-31 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2021-01-27 2020-12-31 13F THOR INDS COM 885160101 537 -128 50 0.0005
2021-09-15 2020-09-30 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2020-10-19 2020-09-30 13F THOR INDS COM 885160101 496 -169 47 0.0005
2021-09-15 2020-06-30 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2020-07-22 2020-06-30 13F THOR INDS COM 885160101 518 -147 55 0.0007
2021-09-15 2020-03-31 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2020-04-28 2020-03-31 13F THOR INDS COM 885160101 118 -547 5 0.0001
2021-09-14 2019-12-31 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2020-01-27 2019-12-31 13F THOR INDS COM 885160101 41 -624 3 0.0000
2021-09-14 2019-09-30 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2019-10-22 2019-09-30 13F THOR INDS COM 885160101 164 -501 9 0.0001
2021-09-14 2019-06-30 13F/A-1 THOR INDS COM 885160101 665 0 0.00 75 0.00 0.0006
2019-07-31 2019-06-30 13F THOR INDS COM 885160101 91 -574 5 0.0001
2021-09-02 2019-03-31 13F/A-1 THOR INDS COM 885160101 665 489 277.84 75 733.33 0.0006
2019-04-22 2019-03-31 13F THOR INDS COM 885160101 91 -85 6 0.0001
2019-01-25 2018-12-31 13F THOR INDS COM 885160101 176 -76 -30.16 9 -57.14 0.0002
2018-10-29 2018-09-30 13F THOR INDS COM 885160101 252 22 9.57 21 -4.55 0.0005
2018-07-31 2018-06-30 13F THOR INDS COM 885160101 230 230 22 0.0007
2017-10-16 2017-09-30 13F THOR INDS COM 885160101 0 -28 -100.00 0 -100.00
2017-07-17 2017-06-30 13F THOR INDS COM 885160101 28 28 3 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.