THR
Thermon Group Holdings, Inc. · Industrials · Electrical Equipment & Parts
Données momentum (gérants comparables) :
étendue des détenteurs +7.7% ·
flux d'actions +0.9% ·
nouvelles positions nettes +7.1%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | -90 | 78.19K | $4.78M | — | −91 |
| Q1 2026 | 95 | +9 | 20.84M | $1.05B | +16 | −7 |
| Q4 2025 | 86 | -1 | 22.00M | $817.43M | +1 | −2 |
| Q3 2025 | 17 | 0 | 13.17M | $352.03M | +1 | −1 |
| Q2 2025 | 14 | +1 | 11.48M | $322.25M | +2 | −1 |
| Q1 2025 | 10 | -2 | 3.10M | $86.41M | +1 | −3 |
| Q4 2024 | 12 | +2 | 3.14M | $90.34M | +2 | — |
| Q3 2024 | 9 | -1 | 2.44M | $72.91M | — | −1 |
| Q2 2024 | 10 | — | 2.50M | $76.79M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 2.42M | — | $68.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 2.42M | — | $68.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2.42M | — | $68.02M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passif) | 791.13K | +0.3% | $22.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 791.13K | +0.3% | $22.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passif) | 779.79K | +1.0% | $21.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Arrowstreet Capital ✦ | 283.89K | +298.1% | $7.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 134.20K | +179.0% | $3.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 134.20K | +179.0% | $3.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Millennium Management ✦ | 117.63K | +1174.0% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 99.00K | -4.7% | $2.78M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Point72 Asset Management ✦ | 32.98K | Nouveau | $926,098 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 28.85K | -28.5% | $810,024 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 28.85K | -28.5% | $810,024 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 28.85K | -28.5% | $810,024 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 22.63K | Nouveau | $635,422 | 0.0% | New | 1 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 13.88K | +9.0% | $389,778 | 0.0% | ▲ Add | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $926,098 | 0.0% |
| Two Sigma Investments | $635,422 | 0.0% |
Sorti(e)
| Norges Bank | $222,800 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 214 détenteurs, 32.76M actions, $1.59B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.