HP
THR

Harvey Partners’s Thermon Group Holdings THR Stock Holding History

Harvey Partners’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 		$32.6M Sell
646,728
-125,342
-16% -$5.84M 2.59% 17
2025
Q4 		$28.7M Buy
772,070
+570
+0.1% +$18.7K 2.54% 18
2025
Q3 		$20.6M Buy
771,500
+131,769
+21% +$3.54M 1.83% 27
2025
Q2 		$18M Sell
639,731
-63,269
-9% -$1.71M 1.76% 24
2025
Q1 		$19.6M Sell
703,000
-62,000
-8% -$1.79M 2.28% 18
2024
Q4 		$22M Sell
765,000
-76,055
-9% -$2.24M 2.44% 17
2024
Q3 		$25.1M Sell
841,055
-53,945
-6% -$1.63M 2.86% 15
2024
Q2 		$27.5M Sell
895,000
-246,500
-22% -$7.9M 3.31% 12
2024
Q1 		$37.3M Sell
1,141,500
-343,500
-23% -$10.1M 3.96% 8
2023
Q4 		$48.4M Sell
1,485,000
-26,700
-2% -$796K 5.49% 1
2023
Q3 		$41.5M Sell
1,511,700
-174,800
-10% -$4.69M 5.27% 2
2023
Q2 		$44.9M Buy
1,686,500
+34,000
+2% +$789K 5.49% 1
2023
Q1 		$41.2M Sell
1,652,500
-209,600
-11% -$5.12M 5.1% 2
2022
Q4 		$37.4M Buy
1,862,100
+32,100
+2% +$596K 4.75% 2
2022
Q3 		$28.2M Buy
1,830,000
+420,500
+30% +$6.91M 4.13% 7
2022
Q2 		$19.8M Buy
1,409,500
+503,000
+55% +$7.76M 4.35% 9
2022
Q1 		$14.7M Buy
906,500
+415,500
+85% +$7.22M 3.62% 14
2021
Q4 		$8.31M Buy
491,000
+221,000
+82% +$3.87M 3.38% 13
2021
Q3 		$4.67M Buy
270,000
+83,000
+44% +$1.38M 3.49% 11
2021
Q2 		$3.19M Hold
187,000
– – 2.21% 25
2021
Q1 		$3.65M Buy
187,000
+1,900
+1% +$34.7K 2.52% 20
2020
Q4 		$2.89M Buy
185,100
+74,101
+67% +$988K 2.01% 18
2020
Q3 		$1.25M Buy
+110,999
New +$1.47M 1.62% 27

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

Harvey Partners's THR Position: Q1 2026 in Review

Harvey Partners reduced its Thermon Group Holdings (THR) stake by 16% in Q1 2026, selling an estimated $5.84M and leaving 646,728 shares worth $32.6M. The position accounts for 2.59% of the portfolio, ranked #17.

Harvey Partners first reported a position in THR in Q3 2020 and has held it in 23 quarters since. The position peaked at $48.4M in Q4 2023. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Harvey Partners held 646,728 shares of Thermon Group Holdings worth $32.6M as of Q1 2026.
  • Harvey Partners sold 125,342 Thermon Group Holdings shares in Q1 2026, an estimated $5.84M.
  • Thermon Group Holdings made up 2.59% of Harvey Partners's portfolio in Q1 2026, its #17 holding.
  • Harvey Partners first reported a position in Thermon Group Holdings in Q3 2020 and has held it in 23 quarters since.
  • Harvey Partners's Thermon Group Holdings position peaked at $48.4M in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Harvey Partners's 13F filing for Q1 2026, filed 15 May 2026.