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Alluvium Global Fund's investment thesis on Thor Industries ($THO) — Q1 2025 | Buyside Digest

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$THONYSEThor Industries

BULL

Alluvium Global Fund—THO

Fund Letter

Q1 2025

Published March 1, 2025

View Fund Profile

$69.10USD

-10.2% vs last month

$85.70Pitched

-19.4% since pitch

Market Cap$4.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Thor Industries lowered its full-year earnings guidance significantly as a brief recovery in consumer confidence reversed. Potential tariff headwinds...

— Stuart Pearce, Alexis Delloye

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Alluvium Global FundBULL

Pitched Jul 11, 2023

Thor Industries delivered stellar quarterly results and raised its full-year outlook, demonstrating impressive cost flexibility and robust cash flow. Due to the...

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