Target Hospitality Corp.
TH- Exchange
- Nasdaq
- Industry
- Hotels, Rooming Houses, Camps & Other Lodging Places
- SEC CIK
- 0001712189
In the last 90 days, Target Hospitality Corp. insiders filed 3 open-market purchases and 1 sale; 171 institutions reported holding it in 13F filings for Q2 2026, worth $1.03B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 11, 2026
- $1.16B
- Insider buysLast 90 days, $687.8K in total
- 3
- Insider sellsLast 90 days, $202.4M in total
- 1
- 13F holdersQ2 2026, +40 vs. previous quarter
- 171
- 13F valueReported value at the end of Q2 2026
- $1.03B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $320.6M
- −17.0% year over year
- Net income, FY2025
- -$37.1M
- −152.1% year over year
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q3 FY2026
- $129.1M
- +29.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $37.1M (11.6% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 3.64M
- Shares sold short
- Change
- −11.0K
- −0.3% vs. previous
- Days to cover
- 1.87
- At average daily volume
Superinvestors holding TH, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding TH at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Target Hospitality Corp. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 12, 2026 (view filing)6:43 AM ET | Nov 11 | 1 day | Archer James BradleyDirector and CEO and President | PPurchaseCommon Stock, par value $0.001 per share | +27.5K | $11.37 | +$312.7K | +1.5%1.87M after | |
| Oct 5, 2026 (view filing)5:22 PM ET | Oct 1 | 4 days | Dale Manjit and 9 others10% Owner | SSaleCommon Stock, par value $0.0001 per share | −11.0M | $18.40 | −$202.4M | −40.4%16.2M after | |
| Sep 18, 2026 (view filing)4:30 PM ET | Sep 18 | Same day | Schrenk Troy C.Chief Commercial Officer | PPurchaseCommon Stock, par value $0.001 per share | +5.91K | $21.16 | +$125.0K | +2.8%217.0K after | |
| Sep 16, 2026 (view filing)4:30 PM ET | Sep 15 | 1 day | Archer James BradleyDirector and CEO and President | PPurchaseCommon Stock, par value $0.001 per share | +13.4K | $18.69 | +$250.2K | +0.7%1.85M after | |
| Jan 22, 2026 (view filing) | Jan 20 | 2 days | Lewis Heidi DianeEVP, General Counsel & Sec | SSaleCommon Stock, par value $0.0001 per share | −9.00K | $7.34 | −$66.1K | −6.4%131.7K after | 10b5-1 |
| Dec 17, 2025 (view filing) | Dec 15 | 2 days | Lewis Heidi DianeEVP, General Counsel & Sec | SSaleCommon Stock, par value $0.0001 per share | −13.5K | $8.50 | −$114.4K | −8.7%140.7K after | 10b5-1 |
| Dec 4, 2025 (view filing) | Dec 3 | 1 day | Robertson StephenDirector | PPurchaseCommon Stock, par value $0.0001 per share | +125.0K | $7.94 | +$992.5K | +39.1%445.0K after | |
| Nov 19, 2025 (view filing) | Nov 17 | 2 days | Lewis Heidi DianeEVP, General Counsel & Sec | SSaleCommon Stock, par value $0.0001 per share | −9.00K | $6.70 | −$60.3K | −5.5%154.2K after | 10b5-1 |
| Nov 19, 2025 (view filing) | Nov 17 | 2 days | Robertson StephenDirector | PPurchaseCommon Stock, par value $0.0001 per share | +145.0K | $6.85 | +$993.3K | +82.9%320.0K after | |
| Oct 22, 2025 (view filing) | Oct 20 | 2 days | Lewis Heidi DianeEVP, General Counsel & Sec | SSaleCommon Stock, par value $0.0001 per share | −9.00K | $7.09 | −$63.8K | −5.2%163.2K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 171 holdersThe largest institutional positions in Target Hospitality Corp. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Capital Management, LLC | 3,261,078 | $66.4M | 6.02% | −1,399,541−30.0% | Reduced |
| BlackRock, Inc. | 3,158,745 | $64.3M | 0.00% | +674,996+27.2% | Added |
| Ophir Asset Management Pty Ltd | 2,690,673 | $54.8M | 4.51% | +2,690,673 | New |
| Rubric Capital Management LP | 2,586,389 | $52.7M | 0.48% | +396,933+18.1% | Added |
| Westfield Capital Management Co LP | 2,103,813 | $42.8M | 0.14% | +2,103,813 | New |
| Cooper Creek Partners Management LLC | 2,052,485 | $41.8M | 1.74% | +1,328,866+183.6% | Added |
| HighTower Advisors, LLC | 1,842,267 | $37.5M | 0.04% | +238,280+14.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,841,889 | $37.5M | 0.02% | +760,808+70.4% | Added |
| Driehaus Capital Management LLC | 1,679,925 | $34.2M | 0.20% | +1,679,925 | New |
| Vanguard Capital Management LLC | 1,525,878 | $31.1M | 0.00% | +120,337+8.6% | Added |
Holders of 5% or more of TH
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Target Hospitality Corp..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| TDR Capital II Investments LP | 13D/A | 14.60%14.3M shares | −2.00 ppfrom 16.60% | Mar 25, 20248 filings | Oct 26, 2026 | SEC |
| Point72 Asset Management, L.P. | 13G | 5.20%5.05M shares | New | Nov 5, 20261 filing | Nov 5, 2026 | SEC |