SCHEDULE 13G/A: ACR Alpine Capital Research Group Discloses 6.6% Passive Stake in THOR Industries
Beneficial Ownership Report Amendment
An amended Schedule 13G filing reveals that ACR Alpine Capital Research, LLC and its affiliated entities and individuals collectively hold a 6.6% beneficial ownership stake in THOR Industries, Inc. as of March 31, 2025.
Summary
- ACR Alpine Capital Research, LLC and a group of affiliated entities and individuals have filed an amended Schedule 13G, disclosing their beneficial ownership in THOR Industries, Inc.
- As of March 31, 2025, the reporting group collectively beneficially owns 3,482,917 shares of THOR Industries' Common Stock.
- This ownership represents 6.6% of the total 53,203,568 Common Stock outstanding as of February 28, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed on March 5, 2025.
- The filing indicates that the shares are held for investment purposes and not with the intent to change or influence control of the issuer, consistent with a passive investment.
- The group includes ACR Opportunity, L.P., Alpine Partners Management, LLC, ACR Opportunity Fund, Alpine Private Capital, LLC, ACR Alpine Capital Research, LP, ACR Alpine Capital GP, LLC, Alpine Investment Management, LLC, Alpine Holdings Corp, Nicholas V. Tompras Living Trust, Nicholas V. Tompras, and Jennifer O. Tompras.
Sentiment
Score: 5
Explanation: This is a factual disclosure of beneficial ownership, indicating a significant passive stake by an institutional investor group. It does not contain positive or negative operational or financial news about the issuer, thus maintaining a neutral sentiment.
Positives
- A significant institutional investor group, led by ACR Alpine Capital Research, LLC, holds a substantial 6.6% stake in THOR Industries, potentially signaling confidence in the company's long-term prospects.
Management Comments
- The reporting persons certify that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional ownership stake, which can influence market perception and trading dynamics.
Key Dates
| Date | Description |
|---|---|
| 02/28/2025 | Date of Common Stock outstanding calculation (53,203,568 shares) as disclosed in Issuer's Form 10-Q. |
| 03/05/2025 | Date Issuer's Quarterly Report on Form 10-Q was filed, disclosing shares outstanding. |
| 03/31/2025 | Date of event which requires filing of this statement (beneficial ownership calculation date). |
| 05/09/2025 | Date of filing of this Schedule 13G Amendment No. 1. |
Keywords
THOR Industries, THO, SEC filing, Schedule 13G, beneficial ownership, institutional investor, ACR Alpine Capital Research, common stock, equity stake, investment management
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