Capital Signal

Tourism Holdings Rentals Limited (ASX: THL)

Sector: Industrials

Market cap: A$496M (as of 2 Nov 2026)

Global tourism operator headquartered in Auckland, New Zealand. A leading global provider of commercial RV rentals, RV manufacturing and sales, and operator of tourism attractions.

Data as of 2 Nov 2026.

Substantial holders — latest moves

DateHolderMoveHoldingSource
26 June 2026Barmil Enterprises Pty Ltd as trustee for Lurk Investment Trust, Eastglo Pty Ltd as trustee for the Trouchet Super Fund, KRLG Pty Ltd as trustee for the KL Trust (together, the Trouchet Shareholders), Luke Trouchet and Karl TrouchetUnknown11.79% → 11.79%Filing ↗
25 June 20265382917 Limited (SPV), BGH Capital IIA Pty Ltd (trustee for BGH Capital Trust IIA), BGH Capital IIB Pty Ltd (trustee for BGH Capital Trust IIB), BGH Capital Offshore GP II Limited (general partner of BGH Capital Offshore II, LP) and BGH Capital Pty Ltd (Manager)Unknown19.980% → 19.980%Filing ↗
11 June 20265382917 Limited (SPV) and BGH Capital IIA Pty Ltd in its capacity as trustee for BGH Capital Trust IIA, BGH Capital IIB Pty Ltd in its capacity as trustee for BGH Capital Trust IIB, BGH Capital Offshore GP II Limited as general partner of BGH Capital Offshore II, LP (together the BGH Fund) and BGH Capital Pty Ltd (ACN 617 386 982) (the Manager) in its capacity as manager or adviser to the constituent entities of the BGH Fund (the BGH Fund and the Manager together BGH)Decrease19.990% → 19.980%Filing ↗
9 Apr 2026Oliver FarnsworthUnknown—Filing ↗
29 Jan 2026Accident Compensation Corporation (ACC)Decrease9.279% → 8.215%Filing ↗

Director trades — on-market

DateDirectorTradeSource
9 Mar 2023Matthew HarveySold 8,000 Ordinary SharesFiling ↗

Latest guidance

DatePeriodGuidanceSource
29 May 2026FY26thl views the September to October window as a key booking period to establish the summer 26/27 performance. If the situation with the current Middle East conflict continues beyond the next few weeks, there is the potential for a more significant impact on the New Zealand and Australia summer.Filing ↗

Ask about THL in Claude or ChatGPT

Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:

  • Has THL raised money in the last year, and at what discount?
  • What was THL's latest cash position and runway?

Setup guide for Claude, ChatGPT and other MCP clients →

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