C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Thermon Group Holdings, Inc. (THR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 0.19 SEC
2017   Q3 1,174,967 0.19 Reduce 15.83% 0.04 $17.99 $21,138,000 SEC
2017   Q2 1,395,952 0.25 Reduce 3.52% <0.01 $19.17 $26,760,000 SEC
2017   Q1 1,446,815 0.27 Reduce 5.77% 0.02 $20.84 $30,152,000 SEC
2016   Q4 1,535,371 0.27 Reduce 13.22% 0.04 $19.09 $29,310,000 SEC
2016   Q3 1,769,253 0.33 Reduce 9.39% 0.04 $19.75 $34,943,000 SEC
2016   Q2 1,952,620 0.39 Reduce 25.50% 0.11 $19.21 $37,510,000 SEC
2016   Q1 2,621,033 0.43 Add 6.70% 0.03 $17.56 $46,025,000 SEC
2015   Q4 2,456,357 0.38 Add 15.28% 0.05 $16.92 $41,562,000 SEC
2015   Q3 2,130,767 0.42 Buy 0.42 $20.55 $43,787,000 SEC