IECM
THR

Intrinsic Edge Capital Management’s Thermon Group Holdings THR Stock Holding History

Intrinsic Edge Capital 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 		$5.54M Sell
110,000
-120,000
-52% -$5.59M 0.92% 47
2025
Q4 		$8.55M Buy
230,000
+110,000
+92% +$3.61M 1.52% 30
2025
Q3 		$3.21M Buy
+120,000
New +$3.23M 0.45% 74

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

Intrinsic Edge Capital Management's THR Position: Q1 2026 in Review

Intrinsic Edge Capital Management reduced its Thermon Group Holdings (THR) stake by 52% in Q1 2026, selling an estimated $5.59M and leaving 110,000 shares worth $5.54M. The position accounts for 0.92% of the portfolio, ranked #47.

Intrinsic Edge Capital Management first reported a position in THR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.55M in Q4 2025. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Intrinsic Edge Capital Management held 110,000 shares of Thermon Group Holdings worth $5.54M as of Q1 2026.
  • Intrinsic Edge Capital Management sold 120,000 Thermon Group Holdings shares in Q1 2026, an estimated $5.59M.
  • Thermon Group Holdings made up 0.92% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #47 holding.
  • Intrinsic Edge Capital Management first reported a position in Thermon Group Holdings in Q3 2025 and has held it in 3 quarters since.
  • Intrinsic Edge Capital Management's Thermon Group Holdings position peaked at $8.55M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.