Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s (dated 2018-9-30). This week we’ll take a look at:
Thor Industries, Inc. (NYSE: THO)
Thor Industries Inc is an American manufacturer of recreational vehicles through its subsidiaries. The company mainly sells vehicles in the United States and Canada. The company has two reporting segments: towable recreational vehicles and motorized recreational vehicles. The towable recreational vehicle reportable segment consists of the following operating segments: Airstream (towable), Bison, Heartland, CrossRoads, KZ, Keystone, and Livin’ Lite. The motorized recreational vehicle reportable segment consists of the following operating segments: Airstream (motorized) and Thor Motor Coach. The marketing and distribution is done through independent dealers that are generally not financed by the company.
A quick look at the price chart below for Thor shows us that the stock is down 58% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 6.11 which means that it remains undervalued.
(Source: Google Finance)
Superinvestors who currently hold positions in Thor include:
Chuck Royce: 514,005 total shares
Steve Cohen: 139,396 total shares
Ken Griffin: 112,133 total shares
Joel Greenblatt: 65,621 total shares
Paul Tudor Jones: 31,521 total shares
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