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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's THR Position: Q1 2026 in Review

Balyasny Asset Management increased its Thermon Group Holdings (THR) stake by 2,990% in Q1 2026, buying an estimated $20.3M and bringing the position to 450,549 shares worth $22.7M. The position accounts for 0.03% of the portfolio, ranked #633.

Balyasny Asset Management first reported a position in THR in Q3 2017 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Balyasny Asset Management held 450,549 shares of Thermon Group Holdings worth $22.7M as of Q1 2026.
  • Balyasny Asset Management bought 435,969 Thermon Group Holdings shares in Q1 2026, an estimated $20.3M.
  • Thermon Group Holdings made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #633 holding.
  • Balyasny Asset Management first reported a position in Thermon Group Holdings in Q3 2017 and has held it in 9 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.