Thermon Group Holdings, Inc. (THR): A Bull Case Theory
We came across a bullish thesis on Thermon Group Holdings, Inc. on Valueinvestorsclub.com by S. N. Harper. In this article, we will summarize the bulls’ thesis on THR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Medina Value Partners Kris Medina | 1,043,526 | $38,777,426 | +6% | 9.06% |
| 2. | Harvey Partners Jeffrey Moskowitz | 772,070 | $28,690,121 | +1% | 2.54% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 508,339 | $18,889,877 | +19% | 0.01% |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 400,510 | $14,882,952 | +3% | 0.03% |
| 5. | Meros Investment Management Timothy Chatard | 339,675 | $12,622,323 | -4% | 5.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.72 | 500 | $13,860.00 | 42,606 | 2025-02-10 | Filing | |
| $24.51 | 2,040 | $50,000.40 | 257,637 | 2024-02-05 | Filing | |
| $25.70 | 1,555 | $39,963.50 | 28,273 | 2024-02-06 | Filing | |
| $24.84 | 1,000 | $24,840.00 | 37,479 | 2024-02-06 | Filing | |
| $25.01 | 5,000 | $125,050.00 | 34,468 | 2024-02-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $32.15 | 3,953 | $127,088.95 | 58,894 | 2024-12-12 | Filing | |
| $32.15 | 24,184 | $777,515.60 | 57,773 | 2024-12-12 | Filing | |
| $31.37 | 300 | $9,411.00 | 24,362 | 2024-11-27 | Filing | |
| $32.84 | 5,000 | $164,200.00 | 38,109 | 2024-06-03 | Filing | |
| $34.75 | 500 | $17,375.00 | 57,315 | 2024-05-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,069,937 | $114,078,858 | 0% | |
| 2. | 2,681,650 | $99,650,114 | 0% | |
| 3. | 2,417,762 | $89,844,036 | 0% | |
| 4. | 1,730,579 | $64,308,526 | 0.01% | |
| 5. | 1,175,768 | $43,691,573 | 0% |