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Target Hospitality Corp.

TH Industrials
$18.66 +$0.32 (1.74%)
Market Cap: $1.87 B
Gurus Holding
4
Popularity Rank
#2307
% of Shares Held
6.18%
Net Activity (Q1 2026)
+$2.49 M

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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $115.5 M.

Top institutional holders include Private Capital and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $2.49 M net inflow during the quarter.

Recent activity highlights Chuck Royce who increased their stake by 49.8%. Conversely, Cliff Asness reduced exposure by 48.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$3.44 M
Total Buy Value
New Buys 0
Additions 3
-$952,975.08
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Target Hospitality Corp. (TH)

Major holders include Private Capital ($43.25 M), Renaissance Technologies (RenTech) ($8.83 M), Chuck Royce ($4.86 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 6.19 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.49 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited TH. The total reported sell value was $952,975.08.

Yes, 0 managers opened new positions in TH, and 3 increased their existing holdings. The total reported buy value was $3.44 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.31% Add 3.5% 4,660,619 $43.25 M Q1 2026
0.01% Add 4.5% 951,302 $8.83 M Q1 2026
0.05% Add 49.8% 523,941 $4.86 M Q1 2026
0.00% Reduce -48.3% 53,625 $497,640 Q1 2026
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