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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $40.75 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include Private Capital ($38.25 M), Renaissance Technologies ($8.32 M), Paul Tudor Jones ($2.48 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.91 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.69 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited TH. The total reported sell value was $3.33 M.
Yes, 0 managers opened new positions in TH, and 2 increased their existing holdings. The total reported buy value was $645,514.46.