THO supply chain intelligence for THOR Industries, Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| CWH | Camping World Holdings, Inc. | 72% | Reciprocal relationship from CWH graph: Reciprocal relationship from THO graph: Reciprocal relationship from CWH graph: Reciprocal relationship from THO graph: Reciprocal relationship from CWH graph:… |
| LCII | LCI Industries | 72% | Reciprocal relationship from LCII graph: Reciprocal relationship from THO graph: Reciprocal relationship from LCII graph: sets (c) Depreciation and amortization 2024 Net sales to external customers (… |
| PATK | Patrick Industries, Inc. | 72% | Reciprocal relationship from PATK graph: Reciprocal relationship from THO graph: Reciprocal relationship from PATK graph: flares and rear panels Composite panels Other miscellaneous products 5 Table … |
| WGO | Winnebago Industries, Inc. | 72% | production output could be adversely affected. In Europe, we continued to experience cost increases and intermittent supply shortages and delivery delays of other, non-chassis raw material components… |
| WGO | Winnebago Industries, Inc. | 72% | Reciprocal relationship from WGO graph: Reciprocal relationship from THO graph: production output could be adversely affected. In Europe, we continued to experience cost increases and intermittent su… |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| FREEDOMROADS-LLC | FREEDOMROADS-LLC | 95% | One dealer, FreedomRoads, LLC, accounted for approximately 15% of the Company's consolidated net sales for the three-month period ended January 31, 2026 |
| ERWIN-HYMER-GROUP | ERWIN-HYMER-GROUP | 85% | ne and KZ. The North American Motorized Recreational Vehicles reportable segment consists of the following operating segments that have been aggregated: Airstream (motorized), Jayco (motorized), Thor… |
| CWH | Camping World Holdings, Inc. | 72% | Reciprocal relationship from CWH graph: xecutive order titled “Unleashing American Energy” directs the United States Environmental Protection Agency (“EPA”) to revoke certain federal waivers that pre… |
| LCII | LCI Industries | 72% | Reciprocal relationship from LCII graph: ilers, fifth-wheel trailers, and other towables. In 2025, sales to RV OEMs were $1.9 billion, representing 61 percent of OEM Segment net sales. Major customer… |
| WGO | Winnebago Industries, Inc. | 72% | Reciprocal relationship from WGO graph: Reciprocal relationship from THO graph: cations across the United States, Canada and Europe. We believe that we, and our dealers, are well-positioned to reach … |
| WGO | Winnebago Industries, Inc. | 72% | cations across the United States, Canada and Europe. We believe that we, and our dealers, are well-positioned to reach new and existing RV consumers through a strategic combination of retail shows an… |
| FOREST-RIVER-INC | FOREST-RIVER-INC | 62% | ear at different locations across the United States, Canada and Europe. We believe that we, and our dealers, are well-positioned to reach new and existing RV consumers through a strategic combination… |
| TIFFIN-MOTORHOMES-INC | TIFFIN-MOTORHOMES-INC | 62% | o (including Jayco motorized and Entegra Coach), Thor Motor Coach and Tiffin Group (namely, Tiffin Motorhomes, Inc.). The European Recreational Vehicles reportable segment consists solely of the EHG … |
| WICHITA-KANSAS-BASED-AIRX-INTERMEDIATE-INC | WICHITA-KANSAS-BASED-AIRX-INTERMEDIATE-INC | 62% | ng this guidance on the consolidated financial statements. F-10 2. ACQUISITIONS Airxcel On September 1, 2021, the Company acquired Wichita, Kansas-based AirX Intermediate, Inc. (“Airxcel”). Airxcel m… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| THO-DEBT | Debt stack $924.8M | 90% | Market cache reports total debt of $924.8M. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| THO-OWNER-ACR-ALPINE-CAPITAL-RESEARCH-LLC | ACR Alpine Capital Research, LLC | 90% | 13F overlay lists ACR Alpine Capital Research, LLC as top holder; 421 tracked holders. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| CWH | Camping World Holdings, Inc. | 100.00 | 1 | ['customer', 'supplier'] |
| BLBD | Blue Bird Corporation | 100.00 | 2 | |
| CVCO | Cavco Industries, Inc. | 100.00 | 2 | |
| F | Ford Motor Company | 100.00 | 2 | |
| STLA | Stellantis N.V. | 100.00 | 2 | |
| PATK | Patrick Industries, Inc. | 100.00 | 1 | ['supplier'] |
| BRK-B | Berkshire Hathaway Inc. | 50.00 | 2 | |
| WGO | Winnebago Industries, Inc. | 38.88 | 1 | ['customer', 'supplier'] |
| LCII | LCI Industries | 36.29 | 1 | ['customer', 'supplier'] |
| RVIA | RVIA | 24.13 | 2 | |
| OEM | OEM | 23.09 | 2 |