First Eagle Investment Management, LLC
Position in THR — Thermon Group Holdings, Inc.
CIK 1325447
NEW YORK, NY
Position in THR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,390,798
+$507,848 QoQ
Shares Held
305,373
-23.8% QoQ
Ownership
0.927%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
of 214 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in THR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026First Eagle Investment Management, LLC holds $515,473,126 across 14 Specialty Industrial Machinery names. THR ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
767,231 | $412,785,622 | |
| 2 | NPO |
Enpro Inc.
|
69,855 | $17,509,155 | |
| 3 | GHM |
Graham Corp
|
215,513 | $17,008,285 | |
| 4 | THR |
Thermon Group Holdings, Inc.
This page
|
305,373 | $15,390,798 | |
| 5 | OTIS |
Otis Worldwide Corp
|
196,033 | $15,110,223 | |
| 6 | PKOH |
Park Ohio Holdings Corp
|
481,247 | $11,569,177 | |
| 7 | FLS |
Flowserve Corp
|
111,759 | $8,215,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
63,000 | $8,055,810 |
All Filings in THR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,390,798 | 305,373 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,882,950 | 400,510 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,473,651 | 391,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,803,036 | 349,111 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,817,431 | 352,511 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,189,454 | 319,411 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,164,552 | 273,611 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,998,200 | 195,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,390,600 | 42,500 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||