THOR Industries, Inc.
US ˙ NYSE ˙ US8851601018

SecurityTHO / THOR Industries, Inc.
InstitutionShell Asset Management Co
Latest Disclosed Ownership1,328 shares
Latest Disclosed Value $ 138
Shell Asset Management Co reports 54.25% decrease in ownership of THO / THOR Industries, Inc.

On November 7, 2025 - Shell Asset Management Co filed a 13F-HR form disclosing ownership of 1,328 shares of THOR Industries, Inc. (US:THO) valued at $137,700 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 23, 2025 disclosing 2,903 shares of THOR Industries, Inc.. The current value of the position is $99,361 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)
2025-11-07 2025-09-30 13F THOR INDS COM 885160101 1,328 -1,575 -54.25 0 0.0139
2025-07-23 2025-06-30 13F THOR INDS COM 885160101 2,903 -549 -15.90 0 0.0089
2025-05-14 2025-03-31 13F THOR INDS COM 885160101 3,452 -141 -3.92 0 0.0124
2025-02-14 2024-12-31 13F THOR INDS COM 885160101 3,593 0 0.00 0 0.0150
2024-11-07 2024-09-30 13F THOR INDS COM 885160101 3,593 0 0.00 0 0.0174
2024-07-25 2024-03-31 13F THOR INDS COM 885160101 3,593 -358 -9.06 0 0.0153
2024-02-14 2023-12-31 13F THOR INDS COM 885160101 3,951 -1,193 -23.19 0 0.0216
2023-11-08 2023-09-30 13F THOR INDS COM 885160101 5,144 -90 -1.72 0 0.0202
2023-07-28 2023-06-30 13F THOR INDS COM 885160101 5,234 -30 -0.57 1 0.0214
2023-05-15 2023-03-31 13F THOR INDS COM 885160101 5,264 -19 -0.36 0 0.0174
2023-02-07 2022-12-31 13F THOR INDS COM 885160101 5,283 -1,115 -17.43 0 -100.00 0.0175
2022-11-14 2022-09-30 13F THOR INDS COM 885160101 6,398 -1,677 -20.77 448 -25.70 0.0175
2022-08-09 2022-06-30 13F THOR INDS COM 885160101 8,075 14 0.17 603 -4.89 0.0178
2022-05-04 2022-03-31 13F THOR INDS COM 885160101 8,061 -1,191 -12.87 634 -33.96 0.0150
2022-02-09 2021-12-31 13F THOR INDS COM 885160101 9,252 45 0.49 960 -15.04 0.0197
2021-11-04 2021-09-30 13F THOR INDS COM 885160101 9,207 -390 -4.06 1,130 4.24 0.0254
2021-08-12 2021-06-30 13F THOR INDS COM 885160101 9,597 1,642 20.64 1,084 1.12 0.0210
2021-05-10 2021-03-31 13F THOR INDS COM 885160101 7,955 -40 -0.50 1,072 44.28 0.0214
2021-02-16 2020-12-31 13F THOR INDS COM 885160101 7,995 3,028 60.96 743 57.08 0.0153
2020-11-13 2020-09-30 13F THOR INDS COM 885160101 4,967 0 0.00 473 -10.59 0.0110
2020-08-10 2020-06-30 13F THOR INDS COM 885160101 4,967 -3,800 -43.34 529 42.97 0.0132
2020-05-11 2020-03-31 13F THOR INDS COM 885160101 8,767 -134 -1.51 370 -44.02 0.0103
2020-02-13 2019-12-31 13F THOR INDS COM 885160101 8,901 -261 -2.85 661 27.36 0.0142
2019-11-12 2019-09-30 13F THOR INDS COM 885160101 9,162 -78 -0.84 519 -3.89 0.0119
2019-08-12 2019-06-30 13F THOR INDS COM 885160101 9,240 -211 -2.23 540 -8.32 0.0119
2019-05-09 2019-03-31 13F THOR INDS COM 885160101 9,451 0 0.00 589 19.96 0.0130
2019-02-13 2018-12-31 13F THOR INDS COM 885160101 9,451 -800 -7.80 491 -42.77 0.0122
2018-11-13 2018-09-30 13F THOR INDS COM 885160101 10,251 0 0.00 858 -14.03 0.0169
2018-08-10 2018-06-30 13F THOR INDS COM 885160101 10,251 -549 -5.08 998 -19.77 0.0205
2018-05-14 2018-03-31 13F THOR INDS COM 885160101 10,800 0 0.00 1,244 -23.59 0.0248
2018-02-09 2017-12-31 13F THOR INDS COM 885160101 10,800 0 0.00 1,628 19.71 0.0323
2017-10-20 2017-09-30 13F/A-1 THOR INDS COM 885160101 10,800 -18,559 -63.21 1,360 -16.15 0.0302
2014-02-03 2013-12-31 13F/A-1 THOR INDS COM 885160101 29,359 4,734 19.22 1,622 13.51 0.0276
2014-01-27 2013-12-31 13F THOR INDS COM 885160101 29,359 1,621
2013-10-28 2013-09-30 13F THOR INDS COM 885160101 24,625 0 0.00 1,429 18.00 0.0263
2013-08-01 2013-06-30 13F THOR INDS COM 885160101 24,625 24,625 1,211 0.0231
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.