Guru Ownership Trend
Guru Analysis for Titan America SA (TTAM)
Titan America SA (TTAM), a key player in the Materials sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.77 M.
Top institutional holders include 第一老鹰投资 and 钻石山资本.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.14 M net outflow during the quarter.
Recent activity highlights 文艺复兴科技 who increased their stake by 100.6%. Conversely, 钻石山资本 reduced exposure by 30.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.01% | Add 38.7% | 355,610 | $5.31 M | Q3 2025 | |
| 0.01% | Reduce -30.1% | 201,295 | $3.01 M | Q3 2025 | |
| 0.00% | Add 100.6% | 63,600 | $950,184 | Q3 2025 | |
| 0.00% | New Buy | 55,081 | $822,910 | Q3 2025 | |
| 0.29% | New Buy | 21,075 | $315,000 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Titan America SA (TTAM)
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $4.14 M, with 4 Gurus buying and 2 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 1 Gurus sold out of TTAM completely. Total sell value was $7.24 M.
Yes, 2 Gurus opened new positions in TTAM, and 2 added to their existing holdings. Total buy value was $3.1 M.