Welcome to our dedicated page for Thor Industries SEC filings (Ticker: THO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Thor Industries doesn’t just build Airstream trailers and Class A motorhomes; it orchestrates a global supply chain whose swings in backlog, material costs, and dealer inventories matter to every investor. Thor Industries SEC filings explained simply are your doorway into those moving parts, from warranty obligations buried in footnotes to unit-shipment disclosures that preview camping-season demand.
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Professionals use these insights to monitor Thor Industries executive stock transactions Form 4 before new model launches, compare model-mix trends quarter-over-quarter, or quantify supply-chain risks the instant they appear in an 8-K. With comprehensive coverage, real-time EDGAR updates, and expert context layered by AI, you can move from curiosity to conviction without sifting through 300-page PDFs. Every filing, every footnote, instantly searchable—because clarity should travel as smoothly as an RV on open highway.
ACR Alpine Capital Research and its affiliated entities filed Amendment No. 2 to Schedule 13G revealing an aggregate holding of 4,265,031 Thor Industries (THO) common shares (CUSIP 885160101) as of 30 June 2025. This represents 8 % of THO’s 53.2 million shares outstanding reported in the company’s 31 May 2025 10-Q.
The shares are spread across numerous vehicles: ACR Alpine Capital Research, LP, its GP and related LLCs collectively report the full 4.27 million-share position; Alpine Private Capital accounts own 506,211 shares (≈1 %); ACR Opportunity, LP and ACR Opportunity Fund together hold 17,000 shares (<0.1 %). All voting and dispositive powers are shared; no party claims sole authority.
The certification states the securities were not acquired to influence control of the issuer, indicating a passive investment under Rule 13d-1(b)/(c). Other than updated ownership totals, the filing discloses no additional transactions, financing arrangements or governance intentions.
Timucuan Asset Management Inc., a Florida-based investment adviser, has filed a Schedule 13G reporting ownership of 2,674,398 Thor Industries (THO) shares, representing 5.03 % of the company’s outstanding common stock as of 30 June 2025. The shares are held in separately managed client accounts over which the firm exercises shared voting and dispositive power; it holds no sole authority. Timucuan Fund, L.P. and its general partner, Russell B. Newton III, each separately disclose 545,600 shares (1.03 %), also with shared voting and dispositive rights.
The filing is made under Rule 13d-1(b), signalling a passive investment with no intent to influence control. Crossing the 5 % threshold requires public disclosure and alerts investors to a new significant institutional holder, but the absence of sole voting power or activist language suggests minimal near-term governance impact. No other material transactions, financial results or control changes are disclosed.
Thor Industries Director Peter Busch Orthwein reported a significant insider purchase of 3,000 shares at $85.40 per share on June 20, 2025, representing a total investment of $256,200. Following this transaction, Orthwein's total beneficial ownership includes:
- 1,060,647 shares held directly
- 784,603 shares held indirectly through various trusts and family holdings, including:
- 136,400 shares in the Peter Orthwein Irrevocable Trust
- 299,700 shares in the PBO-BMO Descendants Trust
- 124,000 shares in the Adolphus Busch Orthwein Trust
This insider purchase demonstrates significant confidence in Thor Industries by a key board member, with Orthwein maintaining substantial direct and indirect ownership through various family trusts and investment vehicles. The transaction increases his already considerable stake in the company.
THOR Industries has announced a significant share repurchase program, with the Board of Directors authorizing a new $400 million share buyback initiative. The new authorization, effective June 18, 2025, replaces the company's existing repurchase program that was set to expire on July 31, 2025, and extends through July 31, 2027.
Key details of the share repurchase program:
- Management has flexibility to acquire shares through open market purchases, private transactions, or other means
- Timing and volume of repurchases will be based on management's assessment of market conditions
- Program can be suspended, modified, or discontinued at any time
- Implementation will comply with SEC regulations, including Rules 10b5-1 and 10b-18
This strategic move demonstrates THOR's commitment to returning value to shareholders and confidence in the company's financial position. The extended timeframe through 2027 provides management with substantial flexibility in execution.