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Which funds own THR

Thermon Group HLDGS Inc in the Q2 2026 filings. None of the 91 current managers lists it among its largest positions this quarter. What is here is what they held before selling out.

Managers holding: 0; at least, of 91 current
Combined value: $0; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 17; 17 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Fidelity (FMR LLC) · Long-only$150m held before
Arrowstreet Capital LP · Quantitative$34m held before
Balyasny Asset Management LLC · Multi-strategy$23m held before
Soros Fund Management LLC · Macro$23m held before
Two Sigma Investments LP · Quantitative$18m held before
First Eagle Investment Management LLC · Value$15m held before
Invesco Ltd · Long-only$15m held before
Janus Henderson Group Ltd · Long-only$12m held before
Millennium Management LLC · Multi-strategy$11m held before
Jane Street Group LLC · Quantitative$10m held before
T. Rowe Price Associates Inc · Long-only$9.9m held before
AllianceBernstein LP · Long-only$9.3m held before
Citadel Advisors LLC · Multi-strategy$5.1m held before
Hudson Bay Capital Management LP · Multi-strategy$5.0m held before
Susquehanna International Group LLP · Quantitative$4.1m held before
AQR Capital Management LLC · Quantitative$700k held before
Polen Capital Management LLC · Long-only$500k held before

Ownership through time

At least 3 of the 95 managers whose filings are on file listed THR in Q1 2026, against 1 in Q2 2013. 2 managers more than in Q4 2025: 2 started positions.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q4 2025 and Q1 2026. Each change in shares is valued at the Q1 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q1 2026
Soros Fund Management LLC	Q1 2026	$23m	$23m
First Eagle Investment Management LLC	Q1 2024	$15m	$15m
Polen Capital Management LLC	Q1 2026	$477k	$477k
Neuberger Berman Group LLC	Q2 2013	$69m	last listed Q1 2014
PDT Partners LLC	Q3 2018	$1.4m	last listed Q2 2025
Caxton Associates LLP	Q3 2020	$207k	last listed Q3 2020

What THR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around THR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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