account_balance
Investment manager · 13F filer · SEC CIK 883734
Thor Investment Management Inc
Reported value$177Mas of Sep 30, 2026
Positions51 5 new, 2 sold out
Top 10 weight62.4%GDXJ alone is 25%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GDXJVaneck ETF Trust
25.2%
IVOLKraneshares Trust
7.1%Trimmed −5%
LNGCheniere Energy, Inc.
4.7%
VRTVertiv Holdings Co
4.4%Trimmed −3%
MLPXGlobal X FDS
4.3%Trimmed −2%
APLDApplied Digital Corp.
3.9%
BMYBristol Myers Squibb Co
3.5%Trimmed −4%
PBFPBF Energy Inc.
3.2%Trimmed −14%
NOMDNomad Foods Ltd
3.0%
PUMPProPetro Holding Corp.
3.0%
GNRCGenerac Holdings Inc.
2.5%
ROPRoper Technologies Inc
2.5%
GDXJVaneck ETF Trust
25.2%
IVOLKraneshares Trust
7.1%−5%
MLPXGlobal X FDS
4.3%
APLDApplied Digital Corp.
3.9%
BMY3.5%PBF3.2%NOMDPUMPGNRCROP2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GDXJ Vaneck ETF Trust 25.2% Held
IVOL Kraneshares Trust 7.1% Trimmed −5%
LNG Cheniere Energy, Inc. 4.7% HeldVRT Vertiv Holdings Co 4.4% Trimmed −3%MLPX Global X FDS 4.3% Trimmed −2%
APLD Applied Digital Corp. 3.9% HeldBMY Bristol Myers Squibb Co 3.5% Trimmed −4%PBF PBF Energy Inc. 3.2% Trimmed −14%NOMD Nomad Foods Ltd 3.0% HeldPUMP ProPetro Holding Corp. 3.0% HeldGNRC Generac Holdings Inc. 2.5% HeldROP Roper Technologies Inc 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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