Rising Oil Prices and Interest Rates Hurt Thor Industries (THO) in Q1
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Mid Cap Fund”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 105,000 | $7,891,800 | 0.25% | ||
| 2. | Sprott Asset Management Eric Sprott | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $88.25 | 2,600 | $229,450.00 | 139,000 | 2026-03-06 | Filing | |
| $85.40 | 3,000 | $256,200.00 | 136,400 | 2025-06-20 | Filing | |
| $72.50 | 20,000 | $1,450,000.00 | 30,000 | 2022-10-05 | Filing | |
| $81.55 | 1,225 | $99,898.75 | 70,325 | 2022-07-12 | Filing | |
| $76.00 | 3,000 | $228,000.00 | 133,400 | 2022-06-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $114.85 | 4,567 | $524,497.12 | 104,109 | 2026-01-15 | Filing | |
| $103.15 | 1,729 | $178,338.92 | 112,680 | 2025-12-12 | Filing | |
| $115.00 | 4,354 | $500,710.00 | 131,905 | 2024-10-16 | Filing | |
| $117.50 | 3,333 | $391,627.50 | 95,014 | 2024-01-23 | Filing | |
| $115.00 | 3,333 | $383,295.00 | 98,347 | 2024-01-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,527,556 | $415,451,125 | 5.9% | |
| 2. | 145,071 | $10,903,533 | 0.11% | |
| 3. | 66,202 | $4,975,742 | 0.01% | |
| 4. | 54,399 | $4,088,629 | 0.01% | |
| 5. | 51,900 | $3,900,815 | 4.3% |