Target Hospitality
172 hedge funds and large institutions have $1.04B invested in Target Hospitality in 2026 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 69 increasing their positions, 33 reducing their positions, and 14 closing their positions.
293% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 14
259% more capital invested
Capital invested by funds: $290M → $1.04B (+$749M)
109% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 33
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
29% more funds holding
Funds holding: 133 → 172 (+39)
19.52% more ownership
Funds ownership: 31.14% → 50.66% (+20%)
53% less call options, than puts
Call options by funds: $15.3M | Put options by funds: $32.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$45M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$35.2M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$28.1M |
| 4 |
SIG
Senator Investment Group
New York
|
+$23.4M |
| 5 |
CCPM
Cooper Creek Partners Management
New York
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$23.4M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$15M |
| 3 |
Jane Street
New York
|
-$5.44M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$3.09M |
| 5 |
FSCM
First Sabrepoint Capital Management
Dallas,
Texas
|
-$3.04M |
TH Hedge Fund Activity: Q2 2026 in Review
172 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Target Hospitality (TH) for Q2 2026, worth a combined $1.04B — up 259% from $290M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new TH positions and 14 closed out — a net gain of 41 holders — while 69 added to existing stakes and 33 trimmed.
The largest buyer was Ophir Asset Management, opening a new position worth an estimated $45M. The largest seller was Private Capital Management (Florida), cutting an estimated $23.4M.
- 172 institutional investors held Target Hospitality (TH) as of Q2 2026, up from 133 in Q1 2026.
- Funds reported $1.04B of Target Hospitality stock for Q2 2026, up 259% quarter-over-quarter.
- 55 funds opened new Target Hospitality positions in Q2 2026 and 14 closed out, a net change of +41 holders.
- The largest Target Hospitality buyer in Q2 2026 was Ophir Asset Management, an estimated $45M added.
- The largest Target Hospitality seller in Q2 2026 was Private Capital Management (Florida), an estimated $23.4M sold.
Based on aggregated 13F filings for Q2 2026.