THOR INVESTMENT MANAGEMENT INC /OH/ /ADV: 13F holdings
CIK 8837342026Q2
| Positions | 48 |
|---|
| Reported value | $175.8m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 48 (+6 vs prior quarter) |
|---|
| Reported value | $175.8m (-6.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GDXJ VANECK ETF TRUST | 396,900 | $39.0m | 22.2% |
| IVOL KRANESHARES TRUST | 791,991 | $13.7m | 7.8% |
| VRT VERTIV HOLDINGS CO | 33,528 | $11.2m | 6.4% |
| APLD APPLIED DIGITAL CORP | 279,271 | $10.4m | 5.9% |
| PUMP PROPETRO HLDG CORP | 610,050 | $8.7m | 5.0% |
| MLPX GLOBAL X FDS | 110,989 | $8.2m | 4.6% |
| LNG CHENIERE ENERGY INC | 31,159 | $7.4m | 4.2% |
| GNRC GENERAC HLDGS INC | 21,256 | $6.2m | 3.5% |
| BMY BRISTOL-MYERS SQUIBB CO | 102,446 | $5.9m | 3.4% |
| NOMAD FOODS LTD | 527,239 | $5.8m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="883734")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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