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Tronox Holdings plc

TROX Materials
$8.02 +$0.28 (3.62%)
Market Cap: $1.28 B
Gurus Holding
6
Popularity Rank
#1503
% of Shares Held
4.94%
Net Activity (Q1 2026)
+$41.72 M

Guru Ownership Trend

Guru Analysis for Tronox Holdings plc (TROX)

Tronox Holdings plc (TROX), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $63.26 M.

Top institutional holders include Steven Cohen and Private Capital.

Institutional sentiment is currently Bullish. This is evidenced by a $41.72 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 309.8%. Conversely, Ray Dalio reduced exposure by 49.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$42.45 M
Total Buy Value
New Buys 2
Additions 2
-$733,121.5
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Tronox Holdings plc (TROX)

Major holders include Steven Cohen ($47.33 M), Private Capital ($16.95 M), Paul Tudor Jones ($9.45 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 7.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $41.72 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TROX. The total reported sell value was $733,121.5.

Yes, 2 managers opened new positions in TROX, and 2 increased their existing holdings. The total reported buy value was $42.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 174.5% 4,844,886 $47.33 M Q1 2026
1.69% Reduce -3.4% 1,734,999 $16.95 M Q1 2026
0.02% New Buy 967,246 $9.45 M Q1 2026
0.00% New Buy 215,100 $2.1 M Q1 2026
0.00% Add 309.8% 110,492 $1.08 M Q1 2026
0.00% Reduce -49.3% 15,366 $150,126 Q1 2026
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