Thor Investment Management Inc /Oh/
Thor Investment Management Inc /Oh/ reported 51 holdings worth US$177M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Thor Investment Management Inc /Oh/ reported 51 holdings worth US$177M as of Sep 30, 2026. Largest: Cheniere Energy, Inc., Vertiv Holdings, Llc and Applied Digital Corporation. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 51
- Value as reported
- US$177M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Cheniere Energy, Inc. | 31,003 | US$8.34M | 4.7% |
| Vertiv Holdings, Llc | 32,425 | US$7.82M | 4.4% |
| Applied Digital Corporation | 282K | US$6.88M | 3.9% |
| Bristol-myers Squibb Company | 98,782 | US$6.16M | 3.5% |
| Pbf Energy Inc. | 74,017 | US$5.7M | 3.2% |
| Nomad Foods Limited | 519K | US$5.36M | 3.0% |
| Propetro Holding Corp. | 606K | US$5.36M | 3.0% |
| Generac Holdings Inc. | 21,463 | US$4.44M | 2.5% |
| Roper Technologies, Inc. | 12,561 | US$4.39M | 2.5% |
| Intercontinental Exchange Inc. | 28,367 | US$4.31M | 2.4% |
| Fiserv, Inc. | 84,565 | US$3.82M | 2.2% |
| Adobe Inc. | 15,363 | US$3.69M | 2.1% |
| Hasbro, Inc. | 38,773 | US$3.4M | 1.9% |
| Godaddy Inc. | 35,426 | US$3.38M | 1.9% |
| Gilead Sciences, Inc. | 22,329 | US$3.33M | 1.9% |
| Academy Sports And Outdoors, Inc. | 68,152 | US$3.28M | 1.9% |
| Procter & Gamble Company (the) | 16,154 | US$2.35M | 1.3% |
| Biogen Inc. | 9,921 | US$2.24M | 1.3% |
| Onespaworld Holdings Limited | 77,126 | US$1.73M | 0.98% |
| Lululemon Athletica Inc. | 16,003 | US$1.54M | 0.87% |
| Pinterest, Inc. | 78,204 | US$1.48M | 0.84% |
| Salesforce, Inc. | 6,422 | US$1.47M | 0.83% |
| Charles Schwab Corporation (the) | 10,877 | US$1.06M | 0.60% |
| Lkq Corporation | 46,499 | US$1.06M | 0.60% |
| Palmer Square Capital Bdc Inc. | 77,731 | US$769K | 0.43% |
| Apple Inc | 1,912 | US$637K | 0.36% |
| Alphabet Inc (google) Class C | 1,298 | US$447K | 0.25% |
| Oklo Inc. | 10,300 | US$381K | 0.22% |
| Caterpillar, Inc. | 320 | US$259K | 0.15% |
| Kla Corporation | 1,275 | US$249K | 0.14% |
| Nvidia Corporation | 963 | US$220K | 0.12% |
| The Real Brokerage, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related