First Eagle Investment Management
THR

First Eagle Investment Management’s Thermon Group Holdings THR Stock Holding History

First Eagle Investment 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 		$15.4M Sell
305,373
-95,137
-24% -$4.43M 0.03% 119
2025
Q4 		$14.9M Buy
400,510
+8,532
+2% +$280K 0.03% 107
2025
Q3 		$10.5M Buy
391,978
+42,867
+12% +$1.15M 0.02% 157
2025
Q2 		$9.8M Sell
349,111
-3,400
-1% -$92.1K 0.02% 157
2025
Q1 		$9.82M Buy
352,511
+33,100
+10% +$957K 0.02% 149
2024
Q4 		$9.19M Buy
319,411
+45,800
+17% +$1.35M 0.02% 189
2024
Q3 		$8.16M Buy
273,611
+78,611
+40% +$2.37M 0.02% 204
2024
Q2 		$6M Buy
195,000
+152,500
+359% +$4.89M 0.01% 240
2024
Q1 		$1.39M Buy
+42,500
New +$1.25M ﹤0.01% 341

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

First Eagle Investment Management's THR Position: Q1 2026 in Review

First Eagle Investment Management reduced its Thermon Group Holdings (THR) stake by 24% in Q1 2026, selling an estimated $4.43M and leaving 305,373 shares worth $15.4M. The position accounts for 0.03% of the portfolio, ranked #119.

First Eagle Investment Management first reported a position in THR in Q1 2024 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • First Eagle Investment Management held 305,373 shares of Thermon Group Holdings worth $15.4M as of Q1 2026.
  • First Eagle Investment Management sold 95,137 Thermon Group Holdings shares in Q1 2026, an estimated $4.43M.
  • Thermon Group Holdings made up 0.03% of First Eagle Investment Management's portfolio in Q1 2026, its #119 holding.
  • First Eagle Investment Management first reported a position in Thermon Group Holdings in Q1 2024 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 First Eagle Investment Management's 13F filing for Q1 2026, filed 12 May 2026.