Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Thermon Group Holdings, Inc. (THR)
← All THR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 9,466 <0.01 Buy <0.01 $50.40 $477,086 SEC
Price snapshot:
Current price$61.14
Avg. buy price$50.40
+/- since buy21.31%
52-week low$23.86
52-week high$71.87