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THERMON GROUP HLDGS INC

Holders

1

Combined Value

$22.58M

Combined Shares

448,088

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$21.98$33.03$44.09$55.14Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $30.76Q3 2024 · implied price $29.84Q4 2024 · implied price $28.77Q1 2025 · implied price $27.85Q2 2025 · implied price $28.08Q3 2025 · implied price $26.72Q4 2025 · implied price $37.16Q1 2026 · implied price $50.40Jim Simons - Renaissance Technologies · bought 178,000 shares @ ~$30.76 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · sold 52,600 shares @ ~$29.84 · Q3 2024Jim Simons - Renaissance Technologies · sold 7,038 shares @ ~$28.77 · Q4 2024Jim Simons - Renaissance Technologies · sold 14,462 shares @ ~$27.85 · Q1 2025Jim Simons - Renaissance Technologies · sold 4,900 shares @ ~$28.08 · Q2 2025Jim Simons - Renaissance Technologies · sold 34,400 shares @ ~$26.72 · Q3 2025Jim Simons - Renaissance Technologies · sold 52,800 shares @ ~$37.16 · Q4 2025George Soros - Soros Fund Management · bought 448,088 shares @ ~$50.40 · Q1 2026 (new position)Jim Simons - Renaissance Technologies · sold 11,800 shares @ ~$37.16 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
George Soros - Soros Fund Management$22.58M0.25%~$50.40—BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026George Soros - Soros Fund ManagementNEW BUY+$22.58M~$50.40
Q1 2026Jim Simons - Renaissance TechnologiesSOLD OUT−$438.5K~$37.16
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$1.96M~$37.16
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$919.2K~$26.72
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$137.6K~$28.08
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$402.8K~$27.85
Q4 2024Jim Simons - Renaissance TechnologiesSELL−$202.5K~$28.77
Q3 2024Jim Simons - Renaissance TechnologiesSELL−$1.57M~$29.84
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$5.48M~$30.76

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20261448,088+3697.4%$22.58M$50.40
Q4 2025111,800-81.7%$438.5K$37.16
Q3 2025164,600-34.7%$1.73M$26.72
Q2 2025199,000-4.7%$2.78M$28.08
Q1 20251103,900-12.2%$2.89M$27.85
Q4 20241118,362-5.6%$3.41M$28.77
Q3 20241125,400-29.6%$3.74M$29.84
Q2 20241178,000—$5.48M$30.76