Guru Ownership Over Time
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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $50.79 M.
Top institutional holders include Private Capital and Renaissance Technologies.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.69 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 29.4%. Conversely, Cliff Asness reduced exposure by 36.0%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.42% | Reduce -7.0% | 4,511,028 | $38.25 M | Q3 2025 | |
| 0.01% | Add 1.0% | 981,124 | $8.32 M | Q3 2025 | |
| 0.00% | Add 29.4% | 291,903 | $2.48 M | Q3 2025 | |
| 0.00% | Reduce -36.0% | 84,790 | $719,018 | Q3 2025 | |
| 0.00% | 20,000 | $169,600 | Q3 2025 | ||
| 0.00% | Reduce -22.3% | 16,935 | $143,609 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Target Hospitality Corp. (TH)
Top Guru holders include Private Capital ($38.25 M), Renaissance Technologies ($8.32 M), Paul Tudor Jones ($2.48 M). Collectively, tracked Gurus hold 5.91 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $2.69 M, with 2 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of TH completely. Total sell value was $3.33 M.
Yes, 0 Gurus opened new positions in TH, and 2 added to their existing holdings. Total buy value was $645,514.46.