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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $153.02 M.
Top institutional holders include Jana Partners and Cliff Asness.
Notably, Jana Partners has expressed high conviction in this stock, allocating 5.70% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $991,400.84 net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 397.3%. Conversely, Renaissance Technologies reduced exposure by 82.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 5.70% | 5,821,337 | $117.65 M | Q3 2025 | ||
| 0.01% | Add 397.3% | 497,548 | $10.06 M | Q3 2025 | |
| 0.00% | Reduce -82.1% | 72,300 | $1.46 M | Q3 2025 | |
| 0.00% | Reduce -9.6% | 13,863 | $280,171 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for TreeHouse Foods, Inc. (THS)
Top Guru holders include Jana Partners ($117.65 M), Cliff Asness ($10.06 M), Renaissance Technologies ($1.46 M). Collectively, tracked Gurus hold 6.41 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $991,400.84, with 1 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of THS completely. Total sell value was $9.02 M.
Yes, 0 Gurus opened new positions in THS, and 1 added to their existing holdings. Total buy value was $8.03 M.