POLEN CAPITAL MANAGEMENT LLC

Position in THR — Thermon Group Holdings, Inc.

CIK 1034524 Boca Raton, FL

Position in THR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$477,086

New position

Shares Held

9,466

first reported quarter

Ownership

0.029%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#129

of 214 holders

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $6,564,691 across 5 Specialty Industrial Machinery names. THR ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BW	Babcock & Wilcox Enterprises, Inc.	271,492	$3,988,217
2	GHM	Graham Corp	17,813	$1,405,801
3	THR	Thermon Group Holdings, Inc. This page	9,466	$477,086
4	MIR	Mirion Technologies, Inc.	24,921	$463,281
5	SMR	NUSCALE POWER Corp	21,246	$230,306

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$477,086	9,466	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.