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 Q2	–	Sell	-966,319	Closed	-$48.7M	–	39
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

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

Medina Value Partners's THR Position: Q2 2026 in Review

Medina Value Partners sold out of Thermon Group Holdings (THR) in Q2 2026, closing a stake of 966,319 shares — an estimated $48.7M sold.

Medina Value Partners first reported a position in THR in Q4 2024 and held it in 6 quarters. The position peaked at $48.7M in Q1 2026. 3 funds tracked by Wall St. Rank hold THR as of Q2 2026.

Medina Value Partners reported no remaining Thermon Group Holdings position as of Q2 2026 after selling out during the quarter.
Medina Value Partners sold 966,319 Thermon Group Holdings shares in Q2 2026, an estimated $48.7M.
Medina Value Partners first reported a position in Thermon Group Holdings in Q4 2024 and held it in 6 quarters.
Medina Value Partners's Thermon Group Holdings position peaked at $48.7M in Q1 2026.
3 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2026.

Based on Medina Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.