Cliff Asness's THR Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 14,374 shares of Thermon Group Holdings, Inc. (THR) worth $724,449, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in THR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 59,283 shares. Largest reduction occurred in Q2 2024, reducing 34,560 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Thermon Group Holdings (THR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Thermon Group Holdings (THR) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -20,686 | Reduce 59.00% | 14,374 | $50.40 |
| Q4 2025 | +1,274 | Add 3.77% | 35,060 | $37.16 |
| Q3 2025 | +4,939 | Add 17.12% | 33,786 | $26.72 |
| Q2 2025 | -11,518 | Reduce 28.53% | 28,847 | $28.08 |
| Q1 2025 | +16,177 | Add 66.88% | 40,365 | $27.85 |
| Q4 2024 | -3,512 | Reduce 12.68% | 24,188 | $28.77 |
| Q3 2024 | +1,868 | Add 7.23% | 27,700 | $29.84 |
| Q2 2024 | -34,560 | Reduce 57.23% | 25,832 | $30.76 |
| Q1 2024 | -28,948 | Reduce 32.40% | 60,392 | $32.72 |
| Q4 2023 | -25,180 | Reduce 21.99% | 89,340 | $32.57 |
| Q3 2023 | -4,704 | Reduce 3.95% | 114,520 | $27.47 |
| Q2 2023 | +13,587 | Add 12.86% | 119,224 | $26.60 |
| Q1 2023 | +46,354 | Add 78.19% | 105,637 | $24.92 |
| Q4 2022 | +59,283 | New Buy | 59,283 | $20.08 |
| Q3 2022 | -18,443 | Sold Out | 0 | $0.00 |
| Q2 2022 | +18,443 | New Buy | 18,443 | $14.04 |
| Q1 2022 | -30,605 | Sold Out | 0 | $0.00 |
| Q4 2021 | -9,896 | Reduce 24.43% | 30,605 | $16.93 |
| Q3 2021 | -25,551 | Reduce 38.68% | 40,501 | $17.31 |
| Q2 2021 | -3,091 | Reduce 4.47% | 66,052 | $17.05 |
| Q1 2021 | -15,065 | Reduce 17.89% | 69,143 | $19.50 |
| Q4 2020 | +17,617 | Add 26.46% | 84,208 | $15.63 |
| Q3 2020 | +13,837 | Add 26.23% | 66,591 | $11.23 |
| Q2 2020 | +35,918 | Add 213.34% | 52,754 | $14.58 |
| Q1 2020 | +16,836 | New Buy | 16,836 | $15.09 |
| Q1 2015 | -8,517 | Sold Out | 0 | $0.00 |
| Q4 2014 | -2,600 | Reduce 23.39% | 8,517 | $24.19 |
| Q3 2014 | +300 | Add 2.77% | 11,117 | $24.38 |
| Q4 2013 | -4,900 | Reduce 31.18% | 10,817 | $27.36 |
| Q2 2013 | +15,717 | Add 0.00% | 15,717 | $20.42 |
Cliff Asness's Thermon Group Holdings Investment FAQs
Cliff Asness first purchased Thermon Group Holdings, Inc. (THR) in Q2 2013, acquiring 15,717 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Thermon Group Holdings, Inc. (THR) for 33 quarters since Q2 2013.
Cliff Asness's largest addition to Thermon Group Holdings, Inc. (THR) was in Q4 2022, adding 59,283 shares worth $1.19 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 14,374 shares of Thermon Group Holdings, Inc. (THR), valued at approximately $724,449.
As of the Q1 2026 filing, Thermon Group Holdings, Inc. (THR) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Thermon Group Holdings, Inc. (THR) was 119,224 shares, as reported at the end of Q2 2023.