Life Cycle Investment Reports 6.2% Stake in THO (NYSE: THO)

Rhea-AI Filing Summary

THOR Industries: Life Cycle Investment Partners Ltd reported beneficial ownership of 3,274,505 shares of Common Stock, representing 6.2% of the class as of 03/31/2026. The filing shows sole voting power for 1,844,017 shares and sole dispositive power for 3,274,505 shares. The report was signed on 05/12/2026.

Insights

Governance Analyst

13G filing shows a passive investor with a meaningful 6.2% stake.

Life Cycle Investment Partners Ltd disclosed beneficial ownership of 3,274,505 shares and reports sole dispositive power. The Schedule 13G status typically indicates passive intent rather than activist intent.

Watch subsequent amendments or filings for changes in ownership or voting intent; timing not specified in the provided excerpt.

Investor Relations Advisor

Registrant-level disclosure clarifies large holder composition and voting control.

The filing lists 1,844,017 shares with sole voting power and 3,274,505 shares with sole dispositive power, providing clear ownership breakdown. This helps quantify potential shareholder influence in governance matters.

Company disclosures or future amendments may show whether the holder increases, decreases, or files a different schedule.

Key Figures

Beneficial ownership: 3,274,505 shares Percent of class: 6.2% Sole voting power: 1,844,017 shares +2 more

5 metrics

Beneficial ownership 3,274,505 shares as of 03/31/2026

Percent of class 6.2% ownership percentage as reported

Sole voting power 1,844,017 shares shares with sole voting power

Sole dispositive power 3,274,505 shares shares with sole dispositive power

Signature date 05/12/2026 date signed by Compliance Officer

Key Terms

Schedule 13G, beneficial ownership, sole dispositive power

3 terms

Schedule 13G regulatory

"Life Cycle Investment Partners Ltd reported beneficial ownership on Schedule 13G"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficial ownership regulatory

"Amount beneficially owned: 3274505 (b) Percent of class: 6.2 %"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 3,274,505"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

THOR INDUSTRIES INC

(Name of Issuer)

Common Stock

(Title of Class of Securities)

885160101

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 885160101

1

Names of Reporting Persons

Life Cycle Investment Partners Ltd

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED KINGDOM

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,844,017.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,274,505.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,274,505.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.2 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: THOR INDUSTRIES INC
(b)	Address of issuer's principal executive offices: 2900 INDEPENDENCE COURT, ELKHART, INDIANA, 46514
Item 2.
(a)	Name of person filing: Life Cycle Investment Partners
(b)	Address or principal business office or, if none, residence: 4 Frederick's Place, London, EC2R 8AB
(c)	Citizenship: A company organized in England and Wales
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 885160101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3274505
(b)	Percent of class: 6.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,844,017
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,274,505
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Life Cycle Investment Partners Ltd

Signature:	Jessica Freckleton
Name/Title:	Compliance Officer
Date:	05/12/2026

Comments accompanying signature: Life Cycle Investment Partners Ltd

FAQ

What stake did Life Cycle Investment Partners report in THO?

Life Cycle Investment Partners reported beneficial ownership of 3,274,505 shares, equal to 6.2% of THOR Industries common stock as of 03/31/2026. The filing lists sole dispositive power over those shares.

Does the Schedule 13G filing indicate voting control for the holder?

The filing reports sole voting power for 1,844,017 shares, indicating the holder can vote those shares. It also reports sole dispositive power for 3,274,505 shares, reflecting control over disposition decisions.

What does Schedule 13G mean for THO investors?

A Schedule 13G typically signals a passive investor disclosure rather than an activist stake. Life Cycle Investment Partners reported 6.2% ownership; further filings would show any change in intent or increased activity.

When was the Schedule 13G signed for the THO filing?

The signature block shows the filing was signed by Jessica Freckleton, Compliance Officer, on 05/12/2026. The ownership figures are reported as of 03/31/2026 in the document.

How many shares does the holder have authority to sell or transfer?

The filing indicates sole dispositive power for 3,274,505 shares, meaning the holder has authority to direct disposition of that number of shares. The filing ties this figure to the 03/31/2026 ownership date.