SEC 13F Intelligence

Lone Peak Global Investors LLC / 8TG

Lone Peak Global Investors LLC’s Thermon Group Hldgs Inc Position

Does Lone Peak Global Investors LLC own Thermon Group Hldgs Inc (8TG)? Not currently — the last reported position was 430.2K shares worth $16M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q4 2025
Shares
430.2K
% of Portfolio
+2.72%
Quarters Held
20
position exited

Position History 8TG

Reported value by quarter
Q4 ’20: $274,000Q4 ’20Q1 ’21: $430,000Q2 ’21: $391,000Q3 ’21: $413,000Q3 ’21Q4 ’21: $409,000Q1 ’22: $468,000Q2 ’22: $410,000Q2 ’22Q3 ’22: $455,000Q4 ’22: $524,731Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $712,599Q4 ’23: $696,053Q4 ’23Q1 ’24: $739,341Q3 ’24: $598,471Q4 ’24: $326,424Q4 ’24Q1 ’25: $315,986Q2 ’25: $318,596Q3 ’25: $433,505Q3 ’25Q4 ’25: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025430.2K$16M+2.72%
Q3 202516.2K$433,505+0.07%
Q2 202511.3K$318,596+0.06%
Q1 202511.3K$315,986+0.07%
Q4 202411.3K$326,424+0.07%
Q3 202420.1K$598,471+0.12%
Q1 202422.6K$739,341+0.19%
Q4 202321.4K$696,053+0.18%
Q3 202325.9K$712,599+0.21%
Q2 202340.2K$1M+0.31%
Q1 202341.4K$1M+0.32%
Q4 202226.1K$524,731+0.16%
Q3 202229.5K$455,000+0.19%
Q2 202229.2K$410,000+0.16%
Q1 202228.9K$468,000+0.25%
Q4 202124.2K$409,000+0.31%
Q3 202123.9K$413,000+0.38%
Q2 202123.0K$391,000+0.37%
Q1 202122.1K$430,000+0.45%
Q4 202017.5K$274,000+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lone Peak Global Investors LLC’s full portfolio or all institutional holders of 8TG.