NSCM
THR

New South Capital Management’s Thermon Group Holdings THR Stock Holding History

New South Capital 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 		$23.1M Sell
458,387
-16,212
-3% -$756K 1.11% 29
2025
Q4 		$17.6M Sell
474,599
-19,020
-4% -$624K 0.81% 34
2025
Q3 		$13.2M Sell
493,619
-6,016
-1% -$162K 0.6% 36
2025
Q2 		$14M Sell
499,635
-91,355
-15% -$2.47M 0.68% 33
2025
Q1 		$16.5M Sell
590,990
-73,885
-11% -$2.14M 0.79% 36
2024
Q4 		$19.1M Sell
664,875
-49,488
-7% -$1.46M 0.81% 35
2024
Q3 		$21.3M Sell
714,363
-657
-0.1% -$19.8K 0.87% 36
2024
Q2 		$22M Sell
715,020
-19,165
-3% -$614K 0.98% 33
2024
Q1 		$24M Buy
734,185
+69,666
+10% +$2.05M 1.01% 35
2023
Q4 		$21.6M Sell
664,519
-19,465
-3% -$580K 0.94% 37
2023
Q3 		$18.8M Sell
683,984
-5,442
-0.8% -$146K 0.9% 36
2023
Q2 		$18.3M Sell
689,426
-64,059
-9% -$1.49M 0.82% 34
2023
Q1 		$18.8M Sell
753,485
-113,465
-13% -$2.77M 0.85% 33
2022
Q4 		$17.4M Sell
866,950
-91,040
-10% -$1.69M 0.8% 39
2022
Q3 		$14.8M Sell
957,990
-1,681
-0.2% -$27.6K 0.71% 41
2022
Q2 		$13.5M Sell
959,671
-17,931
-2% -$277K 0.62% 47
2022
Q1 		$15.8M Buy
977,602
+5,967
+0.6% +$104K 0.59% 46
2021
Q4 		$16.4M Sell
971,635
-68,371
-7% -$1.2M 0.55% 47
2021
Q3 		$18M Buy
1,040,006
+216,089
+26% +$3.59M 0.63% 43
2021
Q2 		$14M Sell
823,917
-11,680
-1% -$217K 0.39% 47
2021
Q1 		$16.3M Sell
835,597
-14,914
-2% -$272K 0.48% 43
2020
Q4 		$13.3M Buy
850,511
+6,989
+0.8% +$93.2K 0.44% 45
2020
Q3 		$9.47M Sell
843,522
-3,507
-0.4% -$46.4K 0.36% 50
2020
Q2 		$12.3M Buy
847,029
+209,765
+33% +$3.11M 0.44% 49
2020
Q1 		$9.6M Buy
637,264
+34,920
+6% +$727K 0.43% 48
2019
Q4 		$16.1M Sell
602,344
-7,200
-1% -$181K 0.45% 45
2019
Q3 		$14M Sell
609,544
-12,870
-2% -$304K 0.42% 47
2019
Q2 		$16M Sell
622,414
-47,585
-7% -$1.19M 0.47% 45
2019
Q1 		$16.4M Buy
669,999
+106,979
+19% +$2.55M 0.47% 47
2018
Q4 		$11.4M Buy
563,020
+28,527
+5% +$643K 0.37% 49
2018
Q3 		$13.8M Sell
534,493
-107,873
-17% -$2.72M 0.37% 46
2018
Q2 		$14.7M Sell
642,366
-6,397
-1% -$150K 0.38% 45
2018
Q1 		$14.5M Sell
648,763
-87,565
-12% -$2.02M 0.36% 45
2017
Q4 		$17.4M Sell
736,328
-149,306
-17% -$3.26M 0.4% 47
2017
Q3 		$15.9M Sell
885,634
-112,850
-11% -$1.98M 0.38% 50
2017
Q2 		$19.1M Buy
998,484
+1,168
+0.1% +$22.9K 0.45% 49
2017
Q1 		$20.8M Sell
997,316
-10,874
-1% -$218K 0.48% 48
2016
Q4 		$19.2M Sell
1,008,190
-21,484
-2% -$421K 0.46% 48
2016
Q3 		$20.3M Sell
1,029,674
-84,308
-8% -$1.64M 0.49% 46
2016
Q2 		$21.4M Sell
1,113,982
-79,578
-7% -$1.53M 0.53% 48
2016
Q1 		$21M Buy
1,193,560
+83,191
+7% +$1.4M 0.5% 50
2015
Q4 		$18.8M Sell
1,110,369
-67,349
-6% -$1.28M 0.48% 48
2015
Q3 		$24.2M Buy
1,177,718
+75,602
+7% +$1.75M 0.61% 46
2015
Q2 		$26.5M Sell
1,102,116
-93,737
-8% -$2.2M 0.68% 46
2015
Q1 		$28.8M Sell
1,195,853
-77,626
-6% -$1.78M 0.72% 45
2014
Q4 		$30.8M Buy
1,273,479
+30,729
+2% +$731K 0.93% 45
2014
Q3 		$30.3M Sell
1,242,750
-77,730
-6% -$2M 1% 41
2014
Q2 		$34.8M Sell
1,320,480
-15,985
-1% -$390K 1.08% 41
2014
Q1 		$31M Sell
1,336,465
-646
-0% -$16.6K 1% 42
2013
Q4 		$36.5M Sell
1,337,111
-28,123
-2% -$732K 1.28% 35
2013
Q3 		$31.6M Sell
1,365,234
-10,390
-0.8% -$220K 1.23% 35
2013
Q2 		$28.1M Buy
+1,375,624
New +$27.6M 1.15% 38

Other funds holding THR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

New South Capital Management's THR Position: Q1 2026 in Review

New South Capital Management reduced its Thermon Group Holdings (THR) stake by 3.4% in Q1 2026, selling an estimated $756K and leaving 458,387 shares worth $23.1M. The position accounts for 1.11% of the portfolio, ranked #29.

New South Capital Management first reported a position in THR in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.5M in Q4 2013. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • New South Capital Management held 458,387 shares of Thermon Group Holdings worth $23.1M as of Q1 2026.
  • New South Capital Management sold 16,212 Thermon Group Holdings shares in Q1 2026, an estimated $756K.
  • Thermon Group Holdings made up 1.11% of New South Capital Management's portfolio in Q1 2026, its #29 holding.
  • New South Capital Management first reported a position in Thermon Group Holdings in Q2 2013 and has held it in 52 quarters since.
  • New South Capital Management's Thermon Group Holdings position peaked at $36.5M in Q4 2013.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on New South Capital Management's 13F filing for Q1 2026, filed 13 May 2026.