Thor Investment Management Inc /Oh/
Thor Investment Management Inc /Oh/ reported 61 holdings worth US$176M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Thor Investment Management Inc /Oh/ reported 61 holdings worth US$176M as of Jun 30, 2026. Largest: Vertiv Holdings, Llc, Applied Digital Corporation and Propetro Holding Corp. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Vertiv Holdings, Llc | 33,528 | US$11.2M | 6.4% |
| Applied Digital Corporation | 279K | US$10.4M | 5.9% |
| Propetro Holding Corp. | 610K | US$8.75M | 5.0% |
| Cheniere Energy, Inc. | 31,159 | US$7.45M | 4.2% |
| Generac Holdings Inc. | 21,256 | US$6.22M | 3.5% |
| Bristol-myers Squibb Company | 102K | US$5.9M | 3.4% |
| Nomad Foods Limited | 527K | US$5.77M | 3.3% |
| Roper Technologies, Inc. | 12,347 | US$4.18M | 2.4% |
| Pbf Energy Inc. | 86,336 | US$3.93M | 2.2% |
| Fiserv, Inc. | 72,294 | US$3.55M | 2.0% |
| Hasbro, Inc. | 38,221 | US$3.16M | 1.8% |
| Academy Sports And Outdoors, Inc. | 66,068 | US$3.11M | 1.8% |
| Adobe Inc. | 14,491 | US$2.97M | 1.7% |
| Godaddy Inc. | 34,873 | US$2.96M | 1.7% |
| Gilead Sciences, Inc. | 22,956 | US$2.9M | 1.6% |
| Lululemon Athletica Inc. | 22,044 | US$2.52M | 1.4% |
| Intercontinental Exchange Inc. | 19,475 | US$2.4M | 1.4% |
| Biogen Inc. | 10,002 | US$2.16M | 1.2% |
| Onespaworld Holdings Limited | 76,234 | US$2.15M | 1.2% |
| Pinterest, Inc. | 75,618 | US$1.59M | 0.90% |
| Lkq Corporation | 45,518 | US$1.2M | 0.68% |
| Charles Schwab Corporation (the) | 10,875 | US$1M | 0.57% |
| Salesforce, Inc. | 6,377 | US$999K | 0.57% |
| Procter & Gamble Company (the) | 6,274 | US$920K | 0.52% |
| Apple Inc | 1,882 | US$544K | 0.31% |
| Kla Corporation | 1,180 | US$356K | 0.20% |
| Caterpillar, Inc. | 327 | US$348K | 0.20% |
| Alphabet Inc (google) Class C | 673 | US$241K | 0.14% |
| The Real Brokerage, Inc. | 87,000 | US$158K | 0.09% |
Source
View original at SEC
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