Ararat Capital Management’s Thermon Group Holdings THR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,820	Closed	-$1.22M	–	18
2024 Q3	$1.22M	Sell	40,820 -276,240	-87%	-$8.24M	0.42%	18
2024 Q2	$9.75M	Sell	317,060 -24,658	-7%	-$758K	2.99%	16
2024 Q1	$11.2M	Buy	+341,718	New	+$11.2M	3.18%	13