Jeff Yass’s Thermon Group Holdings THR Stock Holding History

Jeff Yass’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	-26,900	Closed	-$1.36M	–	14523
2026 Q1	$1.36M	Buy	+26,900	New	+$1.25M	﹤0.01%	7142
2022 Q4	–	Sell	-10,300	Closed	-$159K	–	13663
2022 Q3	$159K	Buy	+10,300	New	+$169K	﹤0.01%	11158
2021 Q4	–	Sell	-40,400	Closed	-$699K	–	13903
2021 Q3	$699K	Buy	40,400 +11,600	+40%	+$193K	﹤0.01%	8517
2021 Q2	$491K	Buy	28,800 +1,100	+4%	+$20.5K	﹤0.01%	9643
2021 Q1	$540K	Buy	+27,700	New	+$505K	﹤0.01%	9288
2014 Q2	–	Sell	-9,400	Closed	-$218K	–	10114
2014 Q1	$218K	Buy	+9,400	New	+$242K	﹤0.01%	8106

Other funds holding THR

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Jeff Yass's THR Position: Q2 2026 in Review

Jeff Yass sold out of Thermon Group Holdings (THR) in Q2 2026, closing a stake of 28,808 shares — an estimated $1.45M sold.

Jeff Yass first reported a position in THR in Q2 2014 and held it in 34 quarters. The position peaked at $2.52M in Q4 2023. 3 funds tracked by Wall St. Rank hold THR as of Q2 2026.

Jeff Yass reported no remaining Thermon Group Holdings position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 28,808 Thermon Group Holdings shares in Q2 2026, an estimated $1.45M.
Jeff Yass first reported a position in Thermon Group Holdings in Q2 2014 and held it in 34 quarters.
Jeff Yass's Thermon Group Holdings position peaked at $2.52M in Q4 2023.
3 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.