— Know what they know.
Not Investment Advice
Also trades as: 0LF8.L (LSE) · $vol 0M

THO Smart Money

Thor Industries, Inc.
1W: +6.5% 1M: -1.3% 3M: -9.8% YTD: -31.9% 1Y: -35.2% 3Y: -16.5% 5Y: -28.5%
$70.44
+0.81 (+1.16%)
 
Weekly Expected Move ±6.3%
$61 $66 $70 $75 $79
NYSE · Consumer Cyclical · Auto - Recreational Vehicles · Tech Score Neutral · Power 54 · $3.6B mcap · 49M float · 1.54% daily turnover · Short 31% of daily vol
Credit Risk of going bust: lower than 59% of companies Debt: 19.3% of company value Bonds: $31.9M held by 61 funds, 163 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.52 (down 98%), Thor Industries, Inc. would be worth roughly what it owes.
Total debt $868.0M against a stock market value of $3.64B.
Distance to default 6.10 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $507.7M (short-term plus half of long-term), stock volatility 38.6%; Altman Z 3.43. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
484
Institutions Holding
-3 vs prior
113.8%
Ownership
-2.87%
65 New
117 Increased
221 Reduced
67 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-13 Hurd Laurel director A-Grant/Award 2,912 $— $0 Filing
2026-10-13 Kelley William J. JR director A-Grant/Award 2,912 $— $0 Filing
2026-10-13 HENNINGTON CHRISTINA director A-Grant/Award 2,912 $— $0 Filing
2026-10-13 Graves Andrew E director A-Grant/Award 2,912 $— $0 Filing
2026-10-13 WOELFER W. TODD officer: svp, chief operating officer A-Grant/Award 5,838 $— $0 Filing
2026-10-13 WOELFER W. TODD officer: svp, chief operating officer F-Tax Withholding 2,333 $65.23 $152K Filing
2026-10-13 WOELFER W. TODD officer: svp, chief operating officer A-Grant/Award 21,200 $— $0 Filing
2026-10-13 Huntington Amelia director A-Grant/Award 2,912 $— $0 Filing
2026-10-13 KLEIN CHRISTOPHER J director A-Grant/Award 2,912 $— $0 Filing
2026-10-13 MARTIN ROBERT W officer: chief exec. and pres. A-Grant/Award 13,327 $— $0 Filing
2026-10-13 MARTIN ROBERT W officer: chief exec. and pres. F-Tax Withholding 5,498 $65.23 $359K Filing
2026-10-13 MARTIN ROBERT W officer: chief exec. and pres. A-Grant/Award 46,909 $— $0 Filing
2026-10-13 ZUHL COLLEEN A officer: sr. vp and chief fin. officer A-Grant/Award 5,849 $— $0 Filing
2026-10-13 ZUHL COLLEEN A officer: sr. vp and chief fin. officer F-Tax Withholding 2,413 $65.23 $157K Filing
2026-10-13 ZUHL COLLEEN A officer: sr. vp and chief fin. officer A-Grant/Award 21,346 $— $0 Filing
2026-10-13 Gasper Trevor Q. officer: svp, general counsel and sec. A-Grant/Award 2,819 $— $0 Filing
2026-10-13 Gasper Trevor Q. officer: svp, general counsel and sec. F-Tax Withholding 1,163 $65.23 $76K Filing
2026-10-13 Gasper Trevor Q. officer: svp, general counsel and sec. A-Grant/Award 10,502 $— $0 Filing
2026-10-13 McDermott Michele officer: chief human resources officer A-Grant/Award 884 $— $0 Filing
2026-10-13 McDermott Michele officer: chief human resources officer F-Tax Withholding 233 $65.23 $15K Filing
2026-10-13 McDermott Michele officer: chief human resources officer A-Grant/Award 7,257 $— $0 Filing
2026-10-13 Biren Ryan Aaron officer: chief information officer A-Grant/Award 6,898 $— $0 Filing
2026-10-13 Lorenger Jeffrey D director A-Grant/Award 2,912 $— $0 Filing
2026-10-13 ORTHWEIN PETER BUSCH director A-Grant/Award 2,912 $— $0 Filing
2026-10-07 MARTIN ROBERT W officer: chief exec. and pres. F-Tax Withholding 3,539 $65.84 $233K Filing

🏛️ Congressional Trades

2 records
Date Politician Chamber Type Amount Filing
2023-07-14 Daniel Goldman House Sell $1,001 - $15,000 Filing
2023-04-10 Daniel Goldman House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
ACR Alpine Capital Research, LLC 5,527,556 $415M +624,432 2026-06-30 Filing
BlackRock, Inc. 4,833,128 $363M +75,717 2026-06-30 Filing
Life Cycle Investment Partners Ltd 4,099,664 $308M +825,159 2026-06-30 Filing
KAYNE ANDERSON RUDNICK INVESTMENT MANAGE 3,624,570 $272M -665,155 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 3,090,332 $232M -56,242 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 2,666,413 $200M +21,756 2026-06-30 Filing
TIMUCUAN ASSET MANAGEMENT INC/FL 2,560,247 $192M +8,773 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 2,285,115 $172M +14,934 2026-06-30 Filing
STATE STREET CORP 1,689,768 $127M +44,132 2026-06-30 Filing
Capital Research Global Investors 1,416,967 $106M -131,624 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 998,960 $75M +5,407 2026-06-30 Filing
ENVESTNET ASSET MANAGEMENT INC 987,883 $74M +83,062 2026-06-30 Filing
HARRIS ASSOCIATES L P 923,940 $69M -38,637 2026-06-30 Filing
Madison Asset Management, LLC 881,017 $66M -83,759 2026-06-30 Filing
CANADA PENSION PLAN INVESTMENT BOARD 870,394 $65M +864,494 2026-06-30 Filing
OPPENHEIMER ASSET MANAGEMENT INC. 852,257 $64M +111,309 2026-06-30 Filing
MORGAN STANLEY 845,259 $64M +164,807 2026-06-30 Filing
JONES FINANCIAL COMPANIES LLLP 728,299 $57M +107,374 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 667,577 $50M -10,488 2026-06-30 Filing
Sixth Street Partners Management Company 667,577 $50M +667,577 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms