MAM
THR

Martingale Asset Management’s Thermon Group Holdings THR Stock Holding History

Martingale 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 		$2.76M Buy
54,709
+5,012
+10% +$234K 0.07% 276
2025
Q4 		$1.85M Buy
49,697
+36,271
+270% +$1.19M 0.05% 331
2025
Q3 		$359K Sell
13,426
-13
-0.1% -$349 0.01% 669
2025
Q2 		$377K Buy
+13,439
New +$364K 0.01% 667
2023
Q4 		– Sell
-7,848
Closed -$216K – 848
2023
Q3 		$216K Sell
7,848
-9,171
-54% -$246K ﹤0.01% 739
2023
Q2 		$453K Sell
17,019
-5,530
-25% -$128K 0.01% 634
2023
Q1 		$562K Sell
22,549
-18,805
-45% -$459K 0.01% 593
2022
Q4 		$830K Buy
41,354
+12,688
+44% +$236K 0.02% 509
2022
Q3 		$442K Buy
+28,666
New +$471K 0.01% 642
2021
Q1 		– Sell
-17,200
Closed -$269K – 917
2020
Q4 		$269K Sell
17,200
-28,702
-63% -$383K ﹤0.01% 766
2020
Q3 		$516K Buy
45,902
+5,902
+15% +$78.1K 0.01% 807
2020
Q2 		$583K Buy
40,000
+28,200
+239% +$418K 0.01% 850
2020
Q1 		$178K Buy
+11,800
New +$246K ﹤0.01% 936

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

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

Martingale Asset Management increased its Thermon Group Holdings (THR) stake by 10% in Q1 2026, buying an estimated $234K and bringing the position to 54,709 shares worth $2.76M. The position accounts for 0.07% of the portfolio, ranked #276.

Martingale Asset Management first reported a position in THR in Q1 2020 and has held it in 13 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Martingale Asset Management held 54,709 shares of Thermon Group Holdings worth $2.76M as of Q1 2026.
  • Martingale Asset Management bought 5,012 Thermon Group Holdings shares in Q1 2026, an estimated $234K.
  • Thermon Group Holdings made up 0.07% of Martingale Asset Management's portfolio in Q1 2026, its #276 holding.
  • Martingale Asset Management first reported a position in Thermon Group Holdings in Q1 2020 and has held it in 13 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

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