VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

Position in THR — Thermon Group Holdings, Inc.

CIK 1367401 AMSTERDAM, P7

Back to THR Full portfolio

Position in THR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$26,030,138

+$401,741 QoQ

Shares Held

516,471

-25.1% QoQ

Ownership

1.57%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#17

of 214 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 64.67120128719715.ToString("F0")% Shared 0.ToString("F0")% None 35.32879871280285.ToString("F0")%

Common Shares in THR Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Mar 31, 2026

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds $153,584,455 across 11 Specialty Industrial Machinery names. THR ranks #1 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THR	Thermon Group Holdings, Inc. This page	516,471	$26,030,138
2	GEV	GE Vernova Inc.	29,126	$25,424,085
3	ATS	ATS Corp /ATS	863,486	$24,350,305
4	TNC	Tennant Co	223,069	$14,811,781
5	OTIS	Otis Worldwide Corp	168,198	$12,964,701
6	PH	Parker-Hannifin Corp	13,285	$11,893,263
7	ETN	Eaton Corp plc	30,956	$11,072,032
8	LXFR	Luxfer Holdings PLC	795,472	$9,688,848

All Filings in THR

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,030,138	516,471	-25.1%	Shares	Sole	2026-05-15
2025-12-31	$25,628,397	689,677	-38.7%	Shares	Sole	2026-02-13
2025-09-30	$30,061,336	1,125,050	-3.9%	Shares	Sole	2025-11-14
2025-06-30	$32,885,049	1,171,120	-19.9%	Shares	Sole	2025-08-07
2025-03-31	$40,729,789	1,462,470	+1.4%	Shares	Sole	2025-05-13
2025-03-31	$40,172,789	1,442,470	-15.8%	Shares	Sole	2025-05-14
2024-12-31	$49,306,083	1,713,802	-13.2%	Shares	Sole	2025-02-13
2024-09-30	$58,938,625	1,975,155	-5.1%	Shares	Sole	2024-11-14
2024-06-30	$64,032,753	2,081,689	-7.3%	Shares	Sole	2024-07-24
2024-03-31	$73,464,710	2,245,254	0.0%	Shares	Sole	2024-05-14
2023-12-31	$73,127,922	2,245,254	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$64,251,258	2,338,961	-3.7%	Shares	Sole	2023-11-14
2023-06-30	$64,591,769	2,428,262	-8.6%	Shares	Sole	2023-08-14
2023-03-31	$66,183,233	2,655,828	-12.0%	Shares	Sole	2023-05-12
2022-12-31	$60,622,724	3,019,060	-5.1%	Shares	Sole	2023-02-14
2022-09-30	$49,027,485	3,181,537	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$45,728,113	3,254,670	0.0%	Shares	Sole	2022-08-15
2022-03-31	$52,725,654	3,254,670	-1.4%	Shares	Sole	2022-05-13
2021-12-31	$55,863,413	3,299,670	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$56,823,017	3,282,670	+4.8%	Shares	Sole	2021-11-15
2021-06-30	$53,350,979	3,130,926	+8.9%	Shares	Sole	2021-08-13
2021-03-31	$56,026,675	2,874,637	+22.3%	Shares	Sole	2021-05-14
2020-12-31	$36,732,141	2,350,105	+54.0%	Shares	Sole	2021-02-12
2020-09-30	$17,137,170	1,526,017	+35.6%	Shares	Sole	2020-11-10
2020-06-30	$16,393,464	1,125,152	+31.4%	Shares	Sole	2020-08-14
2020-03-31	$12,908,268	856,554	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.