AlphAIalphai — Financial news for AI agents
StockConsumer Cyclical · Recreational Vehicles

$THO

THOR INDUSTRIES INC

Price · $THOvia TradingView
AI sentiment · 7d1 articles
MAY 20net (bullish − bearish)MAY 26
Bullish
0
Neutral
1
Bearish
0
Insider · 30dFeed →

No SEC Form 4 filings for $THO in the last 30 days.

Top stories · $THOMore →
MAY 22·The Globe and MailLow

Timucuan Asset Management Trims $5 Million From Thor Industries Position

Timucuan Asset Management sold 47,996 shares of Thor Industries (NYSE: THO), valued at an estimated $4.89 million, during the first quarter of 2026. Despite this sale, Thor Industries remains a significant holding for the fund, representing 7.5% of its reportable AUM and making it the fifth-largest position. The article suggests that investors should not overreact to this minor trim, as Timucuan has historically held its favorite stocks for extended periods and still maintains a substantial stake in Thor Industries, a company with a strong long-term performance record in the cyclical RV industry.

MAY 1·Stock Titan

Vanguard reports 2.67M-share stake in Thor Industries (NYSE: THO)

Vanguard Capital Management disclosed a 5.07% passive ownership stake in Thor Industries (NYSE: THO), totaling 2,670,866 shares of common stock as of March 31, 2026, through a Schedule 13G filing. The filing indicates Vanguard has sole dispositive power over all these shares and sole voting power over 400,685 shares, consistent with its role as a large index/asset manager. This disclosure reflects holdings managed across various Vanguard affiliates and funds.

APR 23·Simply Wall Street

A Look At THOR Industries (THO) Valuation After Recent Share Price Weakness

THOR Industries (THO) has experienced significant share price weakness recently, with a 31.6% decline over three months, despite a 7.1% gain in the past month. The company, which generates US$9.93 billion in revenue and US$300.41 million in net income, appears undervalued according to its P/E ratio of 14.1x compared to industry averages and an estimated fair P/E of 16.5x. A Discounted Cash Flow (DCF) model suggests an even deeper discount, indicating the market might be overly cautious with its valuation of $80.52 against an estimated future cash flow value of $132.76.

News on $THO

All news →