Yarbrough Capital’s Thermon Group Holdings THR Stock Holding History

Yarbrough Capital’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
2025 Q2	–	Sell	-17,192	Closed	-$479K	–	198
2025 Q1	$479K	Hold	17,192	–	–	0.02%	136
2024 Q4	$495K	Hold	17,192	–	–	0.02%	131
2024 Q3	$513K	Hold	17,192	–	–	0.02%	131
2024 Q2	$529K	Hold	17,192	–	–	0.02%	123
2024 Q1	$563K	Hold	17,192	–	–	0.02%	125
2023 Q4	$560K	Hold	17,192	–	–	0.03%	120
2023 Q3	$472K	Hold	17,192	–	–	0.03%	124
2023 Q2	$457K	Buy	+17,192	New	+$399K	0.03%	146

Other funds holding THR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

Yarbrough Capital's THR Position: Q2 2025 in Review

Yarbrough Capital sold out of Thermon Group Holdings (THR) in Q2 2025, closing a stake of 17,192 shares — an estimated $479K sold.

Yarbrough Capital first reported a position in THR in Q2 2023 and held it in 8 quarters. The position peaked at $563K in Q1 2024. 168 funds tracked by Wall St. Rank hold THR as of Q2 2025.

Yarbrough Capital reported no remaining Thermon Group Holdings position as of Q2 2025 after selling out during the quarter.
Yarbrough Capital sold 17,192 Thermon Group Holdings shares in Q2 2025, an estimated $479K.
Yarbrough Capital first reported a position in Thermon Group Holdings in Q2 2023 and held it in 8 quarters.
Yarbrough Capital's Thermon Group Holdings position peaked at $563K in Q1 2024.
168 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2025.

Based on Yarbrough Capital's 13F filing for Q2 2025, filed 15 Jul 2025.