Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  THOR Industries, Inc. (THO)
← All THO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 172,361 0.04 Reduce 53.45% 0.07 $74.68–122.83 · VW $92.47i $13,769,920 SEC
2025   Q4 370,287 0.14 Reduce 2.84% <0.01 $94.50–117.09 · VW $104.75i $38,017,366 SEC
2025   Q3 381,095 0.17 Add 42.31% 0.05 $86.84–114.49 · VW $101.67i $39,515,741 SEC
2025   Q2 267,798 0.14 Add 1528.74% 0.13 $63.16–91.16 · VW $81.04i $23,783,140 SEC
2025   Q1 16,442 0.01 Reduce 81.31% 0.07 $75.11–106.83 · VW $85.92i $1,246,468 SEC
2024   Q4 87,955 0.08 Add 6.07% <0.01 $92.83–118.85 · VW $102.46i $8,418,173 SEC
2024   Q3 82,921 0.09 Add 61.62% 0.04 $90.76–113.47 · VW $104.71i $9,112,189 SEC
2024   Q2 51,305 0.06 Add 45.20% 0.02 $88.37–117.48 · VW $99.77i $4,794,452 SEC
2024   Q1 35,334 0.06 Reduce 16.46% 0.02 $98.37–129.31 · VW $115.01i $4,146,092 SEC
2023   Q4 42,296 0.09 Reduce 29.98% 0.04 $84.55–122.00 · VW $108.27i $5,001,502 SEC
2023   Q3 60,403 0.12 Add 97.35% 0.06 $88.98–116.31 · VW $100.14i $5,746,137 SEC
2023   Q2 30,607 0.07 Add 44.80% 0.02 $74.50–105.15 · VW $94.38i $3,167,825 SEC
2023   Q1 21,138 0.04 Reduce 16.30% <0.01 $74.56–105.36 · VW $86.52i $1,683,430 SEC
2022   Q4 25,253 0.05 Reduce 30.79% 0.02 $68.26–93.14 · VW $78.96i $1,906,349 SEC
2022   Q3 36,489 0.08 Reduce 22.98% 0.03 $67.09–96.11 · VW $77.73i $2,554,000 SEC
2022   Q2 47,373 0.11 Add 61.11% 0.04 $66.26–89.60 · VW $76.86i $3,540,000 SEC
2022   Q1 29,405 0.07 Add 93.84% 0.03 $78.67–108.58 · VW $88.65i $2,314,000 SEC
2021   Q4 15,170 0.05 Add 465.20% 0.04 $92.20–128.87 · VW $108.28i $1,574,000 SEC
2021   Q3 2,684 0.01 Buy 0.01 $103.06–128.73 · VW $118.18i $329,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.02 $92.25–152.20 · VW $126.40i SEC
2020   Q4 7,847 0.02 Reduce 88.16% 0.18 $78.64–107.59 · VW $93.07i $730,000 SEC
2020   Q3 66,282 0.20 Add 831.97% 0.18 $86.17–121.33 · VW $100.92i $6,314,000 SEC
2020   Q2 7,112 0.02 Buy 0.02 $35.43–118.89 · VW $86.95i $758,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.04 $42.05–60.53 · VW $53.07i SEC
2019   Q2 42,682 0.04 Add 121.07% 0.02 $51.13–71.66 · VW $60.41i $2,495,000 SEC
2019   Q1 19,307 0.02 Reduce 88.70% 0.12 $49.65–71.00 · VW $61.01i $1,204,000 SEC
2018   Q4 170,870 0.14 Add 160.39% 0.09 $47.71–85.53 · VW $61.75i $8,885,000 SEC
2018   Q3 65,621 0.08 Add 59.52% 0.03 $83.46–109.94 · VW $92.37i $5,492,000 SEC
2018   Q2 41,137 0.06 Buy 0.06 $89.89–117.20 · VW $101.49i $4,006,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.06 $108.12–161.48 · VW $128.26i SEC
2017   Q4 28,399 0.06 Reduce 31.66% 0.02 $122.74–156.86 · VW $143.44i $4,280,000 SEC
2017   Q3 41,556 0.08 Reduce 24.62% 0.02 $101.00–127.12 · VW $118.01i $5,232,000 SEC
2017   Q2 55,131 0.08 Add 157.33% 0.05 $87.96–109.91 · VW $100.80i $5,762,000 SEC
2017   Q1 21,424 0.03 Buy 0.03 $94.10–115.74 · VW $101.99i $2,059,000 SEC
2016   Q4 0 0.00 Sell 100.00% <0.01 $74.00–108.45 · VW $94.17i SEC
2016   Q3 6,124 <0.01 Reduce 93.00% 0.06 $65.97–87.08 · VW $79.25i $519,000 SEC
2016   Q2 87,432 0.07 Add 816.57% 0.06 $60.05–69.76 · VW $64.85i $5,660,000 SEC
2016   Q1 9,539 <0.01 Reduce 90.37% 0.06 $47.56–64.29 · VW $58.54i $608,000 SEC
2015   Q4 99,032 0.06 Reduce 31.44% 0.02 $51.10–62.99 · VW $56.75i $5,561,000 SEC
2015   Q3 144,441 0.08 Reduce 60.95% 0.11 $50.12–57.35 · VW $53.09i $7,482,000 SEC
2015   Q2 369,847 0.18 Add 175.96% 0.12 $55.89–64.65 · VW $58.94i $20,815,000 SEC
2015   Q1 134,022 0.07 Reduce 68.68% 0.14 $53.14–64.18 · VW $60.18i $8,472,000 SEC
2014   Q4 427,950 0.20 Add 8161.58% 0.20 $49.03–59.00 · VW $54.63i $23,914,000 SEC
2014   Q3 5,180 <0.01 Buy <0.01 $50.25–57.71 · VW $53.15i $267,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.04 $49.23–59.16 · VW $55.48i SEC
2013   Q2 16,945 0.04 Reduce 20.57% <0.01 $34.51–50.14 · VW $44.61i $833,000 SEC
2013   Q1 21,333 0.04 Reduce 64.06% 0.09 $35.64–44.28 · VW $38.90i $785,000 SEC
2012   Q4 59,352 0.14 Reduce 43.75% 0.12 $34.93–45.75 · VW $39.37i $2,222,000 SEC
2012   Q3 105,512 0.28 Reduce 27.03% 0.08 $26.59–37.49 · VW $33.47i $3,832,000 SEC
2012   Q2 144,600 0.31 Add 48.48% 0.10 $26.27–34.70 · VW $29.46i $3,963,000 SEC
2012   Q1 97,385 0.29 Add 96.89% 0.14 $27.31–34.17 · VW $31.01i $3,073,000 SEC
2011   Q4 49,461 0.17 Buy 0.17 $21.41–29.08 · VW $25.97i $1,357,000 SEC
Price snapshot:
Current price$71.96
Avg. buy price$93.69
+/- since buy-23.20%
52-week low$69.23
52-week high$121.16