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Titan America SA

TTAM Materials
$14.84 +$0.64 (4.47%)
Market Cap: $2.6 B
Gurus Holding
4
Popularity Rank
#2438
% of Shares Held
0.44%
Net Activity (Q4 2025)
+$1.29 M

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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.41 M.

Top institutional holders include First Eagle Investment and Diamond Hill Capital.

Institutional sentiment is currently Bullish. This is evidenced by a $1.29 M net inflow during the quarter.

Recent activity highlights Diamond Hill Capital who increased their stake by 46.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$2.24 M
Total Buy Value
New Buys 0
Additions 4
-$950,184
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Titan America SA (TTAM)

Major holders include First Eagle Investment ($6.33 M), Diamond Hill Capital ($4.84 M), Cliff Asness ($1.05 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 769,207 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.29 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited TTAM. The total reported sell value was $950,184.

Yes, 0 managers opened new positions in TTAM, and 4 increased their existing holdings. The total reported buy value was $2.24 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 8.0% 384,072 $6.33 M Q4 2025
0.02% Add 46.0% 293,928 $4.84 M Q4 2025
0.00% Add 15.5% 63,592 $1.05 M Q4 2025
0.44% Add 31.0% 27,615 $455,000 Q4 2025
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