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Medina Value Partners’s Thermon Group Holdings THR Stock Holding History

Medina Value Partners’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.8M Buy
953,917
+141,164
+17% +$3.96M 7.33% 2
2025
Q1 		$22.6M Buy
812,753
+195,909
+32% +$5.46M 6.47% 3
2024
Q4 		$17.7M Buy
+616,844
New +$17.7M 7.28% 9