VLKIM
THR

Van Lanschot Kempen Investment Management’s Thermon Group Holdings THR Stock Holding History

Van Lanschot Kempen 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 		$26M Sell
516,471
-173,206
-25% -$8.07M 0.23% 77
2025
Q4 		$25.6M Sell
689,677
-435,373
-39% -$14.3M 0.22% 80
2025
Q3 		$30.1M Sell
1,125,050
-46,070
-4% -$1.24M 0.27% 69
2025
Q2 		$32.9M Sell
1,171,120
-271,350
-19% -$7.35M 0.31% 60
2025
Q1 		$40.2M Sell
1,442,470
-271,332
-16% -$7.85M 0.42% 53
2024
Q4 		$49.3M Sell
1,713,802
-261,353
-13% -$7.7M 0.49% 54
2024
Q3 		$58.9M Sell
1,975,155
-106,534
-5% -$3.21M 0.6% 46
2024
Q2 		$64M Sell
2,081,689
-163,565
-7% -$5.24M 0.72% 34
2024
Q1 		$73.5M Hold
2,245,254
– – 0.91% 28
2023
Q4 		$73.1M Sell
2,245,254
-93,707
-4% -$2.79M 1.02% 24
2023
Q3 		$64.3M Sell
2,338,961
-89,301
-4% -$2.4M 1.19% 21
2023
Q2 		$64.6M Sell
2,428,262
-227,566
-9% -$5.28M 1.16% 22
2023
Q1 		$66.2M Sell
2,655,828
-363,232
-12% -$8.87M 1.26% 17
2022
Q4 		$60.6M Sell
3,019,060
-162,477
-5% -$3.02M 1.77% 7
2022
Q3 		$49M Sell
3,181,537
-73,133
-2% -$1.2M 1.97% 10
2022
Q2 		$45.7M Hold
3,254,670
– – 1.64% 14
2022
Q1 		$52.7M Sell
3,254,670
-45,000
-1% -$782K 1.61% 16
2021
Q4 		$55.9M Buy
3,299,670
+17,000
+0.5% +$297K 1.73% 12
2021
Q3 		$56.8M Buy
3,282,670
+151,744
+5% +$2.52M 2.04% 9
2021
Q2 		$53.4M Buy
3,130,926
+256,289
+9% +$4.77M 1.9% 9
2021
Q1 		$56M Buy
2,874,637
+524,532
+22% +$9.57M 2.57% 3
2020
Q4 		$36.7M Buy
2,350,105
+824,088
+54% +$11M 2.13% 7
2020
Q3 		$17.1M Buy
1,526,017
+400,865
+36% +$5.31M 1.3% 28
2020
Q2 		$16.4M Buy
1,125,152
+268,598
+31% +$3.98M 1.2% 38
2020
Q1 		$12.9M Buy
856,554
+180,173
+27% +$3.75M 1.07% 39
2019
Q4 		$18.1M Buy
676,381
+68,566
+11% +$1.73M 1.14% 33
2019
Q3 		$14M Buy
607,815
+125,161
+26% +$2.96M 1.11% 36
2019
Q2 		$12.4M Sell
482,654
-46,959
-9% -$1.17M 1.08% 35
2019
Q1 		$13M Buy
529,613
+76,827
+17% +$1.83M 1.18% 31
2018
Q4 		$9.18M Sell
452,786
-26,447
-6% -$596K 1.02% 42
2018
Q3 		$12.4M Sell
479,233
-15,000
-3% -$378K 0.99% 34
2018
Q2 		$11.3M Hold
494,233
– – 0.84% 46
2018
Q1 		$11.1M Sell
494,233
-4,418
-0.9% -$102K 0.89% 39
2017
Q4 		$11.8M Buy
498,651
+220,149
+79% +$4.81M 0.93% 36
2017
Q3 		$5.01M Buy
278,502
+145,895
+110% +$2.56M 0.39% 63
2017
Q2 		$2.54M Buy
+132,607
New +$2.6M 0.24% 92

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 $552B AUM 44.19% 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 $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Van Lanschot Kempen Investment Management's THR Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Thermon Group Holdings (THR) stake by 25% in Q1 2026, selling an estimated $8.07M and leaving 516,471 shares worth $26M. The position accounts for 0.23% of the portfolio, ranked #77.

Van Lanschot Kempen Investment Management first reported a position in THR in Q2 2017 and has held it in 36 quarters since. The position peaked at $73.5M in Q1 2024. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Van Lanschot Kempen Investment Management held 516,471 shares of Thermon Group Holdings worth $26M as of Q1 2026.
  • Van Lanschot Kempen Investment Management sold 173,206 Thermon Group Holdings shares in Q1 2026, an estimated $8.07M.
  • Thermon Group Holdings made up 0.23% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #77 holding.
  • Van Lanschot Kempen Investment Management first reported a position in Thermon Group Holdings in Q2 2017 and has held it in 36 quarters since.
  • Van Lanschot Kempen Investment Management's Thermon Group Holdings position peaked at $73.5M in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.