Guru Ownership Trend
Guru Analysis for Target Hospitality Corp. (TH)
Target Hospitality Corp. (TH), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $102.82 M.
Top institutional holders include Private Capital and Steven Cohen.
Notably, Private Capital has expressed high conviction in this stock, allocating 5.84% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.84 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 114.7%. Conversely, Private Capital reduced exposure by 30.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Target Hospitality Corp. (TH)
Major holders include Private Capital ($66.4 M), Steven Cohen ($24.24 M), Renaissance Technologies (RenTech) ($18.02 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 6 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.84 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TH. The total reported sell value was $29.84 M.
Yes, 2 managers opened new positions in TH, and 1 increased their existing holdings. The total reported buy value was $26 M.