Balyasny Asset Management
THR

Balyasny Asset Management’s Thermon Group Holdings THR Stock Holding History

Balyasny Asset Management’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-450,549
Closed -$22.7M – 3497
2026
Q1 		$22.7M Buy
450,549
+435,969
+2,990% +$20.3M 0.03% 633
2025
Q4 		$542K Buy
+14,580
New +$479K ﹤0.01% 2486
2025
Q3 		– Sell
-24,005
Closed -$674K – 3464
2025
Q2 		$674K Buy
+24,005
New +$650K ﹤0.01% 2188
2025
Q1 		– Sell
-10,601
Closed -$305K – 3280
2024
Q4 		$305K Sell
10,601
-13,434
-56% -$396K ﹤0.01% 2378
2024
Q3 		$717K Buy
+24,035
New +$725K ﹤0.01% 2106
2023
Q4 		– Sell
-9,124
Closed -$251K – 2901
2023
Q3 		$251K Buy
9,124
+911
+11% +$24.5K ﹤0.01% 1971
2023
Q2 		$218K Buy
+8,213
New +$191K ﹤0.01% 2062
2023
Q1 		– Sell
-12,162
Closed -$244K – 3151
2022
Q4 		$244K Buy
+12,162
New +$226K ﹤0.01% 2063
2017
Q4 		– Sell
-21,547
Closed -$388K – 2313
2017
Q3 		$388K Buy
+21,547
New +$378K ﹤0.01% 1431

Other funds holding THR

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Balyasny Asset Management's THR Position: Q2 2026 in Review

Balyasny Asset Management sold out of Thermon Group Holdings (THR) in Q2 2026, closing a stake of 450,549 shares — an estimated $22.7M sold.

Balyasny Asset Management first reported a position in THR in Q3 2017 and held it in 9 quarters. The position peaked at $22.7M in Q1 2026. 3 funds tracked by Wall St. Rank hold THR as of Q2 2026.

  • Balyasny Asset Management reported no remaining Thermon Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 450,549 Thermon Group Holdings shares in Q2 2026, an estimated $22.7M.
  • Balyasny Asset Management first reported a position in Thermon Group Holdings in Q3 2017 and held it in 9 quarters.
  • Balyasny Asset Management's Thermon Group Holdings position peaked at $22.7M in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.