Guru Ownership Trend
Guru Analysis for TreeHouse Foods, Inc. (THS)
TreeHouse Foods, Inc. (THS), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $163.1 M.
Top institutional holders include Jana Partners and Cliff Asness.
Notably, Jana Partners has expressed high conviction in this stock, allocating 7.15% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $6.39 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 50.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for TreeHouse Foods, Inc. (THS)
Major holders include Jana Partners ($137.33 M), Cliff Asness ($11.95 M), Paul Tudor Jones ($6.86 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 6.68 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.39 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited THS. The total reported sell value was $863,394.
Yes, 1 managers opened new positions in THS, and 2 increased their existing holdings. The total reported buy value was $7.26 M.