TreeHouse Foods, Inc.
THSDelisted Feb 11, 2026- Industry
- Canned, Frozen & Preservd Fruit, Veg & Food Specialties
- SEC CIK
- 0001320695
TreeHouse Foods, Inc. was delisted on Feb 11, 2026; its insiders filed their last Form 4 on Feb 12, 2026; 239 institutions reported holding it in 13F filings for Q4 2025, worth $1.11B in total; no superinvestor held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 239
- Q4 2025, +29 vs. previous quarter
- 13F value
- $1.11B
- Reported value at the end of Q4 2025
- Superinvestors holding
- 0
- At the end of Q4 2025
Superinvestors holding THS, Q4 2025
No superinvestor reported holding THS at the end of Q4 2025.
Latest insider trades
Open-market purchases and sales by TreeHouse Foods, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Feb 12, 2026 (view filing)8:35 PM ET | Feb 10 | 2 days | Mule Edward A and 2 others10% Owner | PPurchase | +357.9K | $24.54 | +$8.78M | +7.1%5.41M after | |
| Feb 10, 2026 (view filing) | Feb 10 | Same day | JANA Partners Management, LPDirector, 10% Owner, Other: (See Remarks) | SSaleCommon Stock, par value $0.01 per share | −1.96M | $24.48 | −$48.0M | −33.7%3.86M after | |
| Dec 17, 2025 (view filing) | Dec 16 | 1 day | Landry Stephen AlanSVP, Chief Operations Officer | SSale | −6.10K | $23.79 | −$145.0K | −100.0%0 after | |
| Jun 3, 2025 (view filing) | May 30 | 4 days | DeWitt AdamDirector | SSale | −1.44K | $22.51 | −$32.4K | −23.2%4.76K after | 10b5-1 |
| May 14, 2025 (view filing) | May 13 | 1 day | JANA Partners Management, LPDirector, 10% Owner, Other: (See Remarks) | PPurchaseCommon Stock, par value $0.01 per share | +339.0K | $23.31 | +$7.90M | +6.2%5.82M after | |
| May 12, 2025 (view filing) | May 8 | 4 days | JANA Partners Management, LPDirector, 10% Owner, Other: See Remarks | PPurchaseCommon Stock, par value $0.01 per share | +124.8K | $21.85 | +$2.73M | +2.5%5.04M after | |
| May 12, 2025 (view filing) | May 9-12 | 3 days | JANA Partners Management, LPDirector, 10% Owner, Other: See Remarks | PPurchase | +441.8K | $22.49 | +$9.93M | +8.8%5.48M after | 2 lots |
| May 9, 2025 (view filing) | May 8 | 1 day | Oakland StevenCEO and President | PPurchase | +4.66K | $21.46 | +$100.0K | +1.3%369.5K after | |
| Aug 27, 2024 (view filing) | Aug 26 | 1 day | Waterman Kristy N.EVP, General Counsel and CHRO | SSale | −3.00K | $42.34 | −$127.0K | −12.6%20.8K after | |
| May 14, 2024 (view filing) | May 13 | 1 day | Landry Stephen AlanSVP, Chief Operations Officer | SSale | −3.72K | $34.99 | −$130.3K | −100.0%0 after |
Top 10 13F holders, Q4 2025
The largest institutional positions in TreeHouse Foods, Inc. at the end of Q4 2025; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,052,098 | $166.4M | 0.00% | −39,042−0.6% | Reduced |
| JANA Partners Management, LP | 5,821,337 | $137.3M | 7.15% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,096,808 | $120.2M | 0.00% | −45,221−0.9% | Reduced |
| Dimensional Fund Advisors LP | 2,597,238 | $61.3M | 0.01% | −115,132−4.2% | Reduced |
| Weiss Asset Management LP | 2,167,859 | $51.1M | 0.73% | +2,167,859 | New |
| Balyasny Asset Management LLC | 1,907,053 | $45.0M | 0.08% | +1,907,053 | New |
| State Street Corp | 1,838,822 | $43.4M | 0.00% | +16,055+0.9% | Added |
| Neuberger Berman Group LLC | 1,432,706 | $33.8M | 0.03% | −480,080−25.1% | Reduced |
| Empyrean Capital Partners, LP | 1,320,000 | $31.1M | 1.08% | +1,320,000 | New |
| Charles Schwab Investment Management Inc | 1,169,677 | $27.6M | 0.00% | +95,134+8.9% | Added |