Monitor for any future conversion to Schedule 13D, which would signal activist intent. The consistent 11.2% passive stake suggests no near-term catalyst from this holder.
Price Chart
Executive Summary
ACR Alpine Capital Research, LLC filed an amended Schedule 13G disclosing a 11.2% passive stake in THOR Industries as of September 30, 2026, representing 5,781,882.23 Class A common shares. The filing confirms the investor remains a passive holder with no intent to change or influence control, and the stake level is consistent with the prior filing from May 2026.
Key Financial Metrics
Key Facts
- ACR Alpine Capital Research, LLC and related entities hold 5,781,882.23 shares (11.2%) of THOR Industries Class A common stock as of September 30, 2026.
- The stake is based on 51,614,361 shares outstanding as of September 16, 2026, per the issuer's 10-K filed September 22, 2026.
- The filing is an amendment to a prior Schedule 13G/A filed May 19, 2026, maintaining the same 11.2% level.
- The investor certifies the securities were not acquired to change or influence control of the issuer.
Financial Impact
No financial impact — passive stake disclosure with no change in position size.
Risk Factors
- Passive stake filing — no immediate catalyst for price movement.
- The investor's 11.2% position could be sold without prior notice under passive status.
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000929638-26-003954 |
| Document: 0000929638-26-003954-index.html | 0000929638-26-003954 |
| Document: 0000929638-26-003954.txt | 0000929638-26-003954 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | SC 13G/A | $66.62 | awaiting T+20 | — | $70.10 (+5.22%) |
Oct 13, 2026 13d ago | 8-K | $65.47 | awaiting T+20 | — | $70.10 (+7.07%) |
Oct 13, 2026 13d ago | Press Release | $65.47 | awaiting T+20 | — | $70.10 (+7.07%) |
Sep 22, 2026 4w ago | 8-K | $73.80 $66.62 | ▲ +9.73% | ▲ +9.17% | $70.10 (+5.01%) |
Jun 16, 2026 18w ago | 8-K | $75.03 $72.31 | ▼ −3.63% | ▼ −3.83% | $70.10 (−6.57%) |
Jun 11, 2026 19w ago | Institutional Cluster | $76.73 $73.24 | ▲ +4.55% | ▲ +6.44% | $70.10 (+8.64%) |
Jun 3, 2026 20w ago | 8-K | $79.76 $76.50 | ▲ +4.09% | ▲ +3.09% | $70.10 (+12.11%) |
US Market Status
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