Polymer Capital Management’s Thermon Group Holdings THR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$416K	Sell	14,810 -84	-0.6%	-$2.36K	0.05%	272
2025 Q1	$415K	Buy	+14,894	New	+$415K	0.11%	250