MVP
THR

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7M Sell
966,319
-77,207
-7% -$3.6M 10.2% 1
2025
Q4 		$38.8M Buy
1,043,526
+56,361
+6% +$1.85M 9.06% 1
2025
Q3 		$26.4M Buy
987,165
+33,248
+3% +$894K 6.16% 2
2025
Q2 		$26.8M Buy
953,917
+141,164
+17% +$3.82M 7.33% 2
2025
Q1 		$22.6M Buy
812,753
+195,909
+32% +$5.67M 6.47% 3
2024
Q4 		$17.7M Buy
+616,844
New +$18.2M 7.28% 9

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
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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Medina Value Partners's THR Position: Q1 2026 in Review

Medina Value Partners reduced its Thermon Group Holdings (THR) stake by 7.4% in Q1 2026, selling an estimated $3.6M and leaving 966,319 shares worth $48.7M. The position accounts for 10.2% of the portfolio, ranked #1.

Medina Value Partners first reported a position in THR in Q4 2024 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Medina Value Partners held 966,319 shares of Thermon Group Holdings worth $48.7M as of Q1 2026.
  • Medina Value Partners sold 77,207 Thermon Group Holdings shares in Q1 2026, an estimated $3.6M.
  • Thermon Group Holdings made up 10.2% of Medina Value Partners's portfolio in Q1 2026, its #1 holding.
  • Medina Value Partners first reported a position in Thermon Group Holdings in Q4 2024 and has held it in 6 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Medina Value Partners's 13F filing for Q1 2026, filed 14 May 2026.