MIM
THR

Meros Investment Management’s Thermon Group Holdings THR Stock Holding History

Meros Investment 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 		$12.2M Sell
241,463
-98,212
-29% -$4.58M 5.27% 4
2025
Q4 		$12.6M Sell
339,675
-12,326
-4% -$405K 5.01% 3
2025
Q3 		$9.41M Buy
352,001
+69,346
+25% +$1.86M 4.02% 7
2025
Q2 		$7.94M Buy
282,655
+36,478
+15% +$988K 3.77% 7
2025
Q1 		$6.86M Buy
246,177
+23,493
+11% +$679K 4.03% 7
2024
Q4 		$6.41M Buy
222,684
+8,297
+4% +$244K 2.87% 13
2024
Q3 		$6.4M Buy
214,387
+4,587
+2% +$138K 2.9% 12
2024
Q2 		$6.45M Buy
209,800
+3,400
+2% +$109K 3.05% 14
2024
Q1 		$6.75M Buy
206,400
+120,385
+140% +$3.54M 3.02% 13
2023
Q4 		$2.8M Buy
86,015
+995
+1% +$29.6K 1.33% 32
2023
Q3 		$2.34M Buy
+85,020
New +$2.28M 1.27% 32

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

Meros Investment Management's THR Position: Q1 2026 in Review

Meros Investment Management reduced its Thermon Group Holdings (THR) stake by 29% in Q1 2026, selling an estimated $4.58M and leaving 241,463 shares worth $12.2M. The position accounts for 5.27% of the portfolio, ranked #4.

Meros Investment Management first reported a position in THR in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q4 2025. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Meros Investment Management held 241,463 shares of Thermon Group Holdings worth $12.2M as of Q1 2026.
  • Meros Investment Management sold 98,212 Thermon Group Holdings shares in Q1 2026, an estimated $4.58M.
  • Thermon Group Holdings made up 5.27% of Meros Investment Management's portfolio in Q1 2026, its #4 holding.
  • Meros Investment Management first reported a position in Thermon Group Holdings in Q3 2023 and has held it in 11 quarters since.
  • Meros Investment Management's Thermon Group Holdings position peaked at $12.6M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Meros Investment Management's 13F filing for Q1 2026, filed 14 May 2026.