Tronox Holdings plc (TROX) Institutional Investor Snapshot (244 Funds, Q2 2026)

TROX ranks #2553 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TROX is a top-conviction position for Impala Asset Management LLC — at 6.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TROX belongs to California State Teachers Retirement System, but the position matters far more to Impala Asset Management LLC, who has 6.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Shah Capital Management has trimmed its TROX position for two straight quarters, cutting it by $17.7M while still holding $11.5M.

TROX is up 0.6% today, and institutions have been net buyers of $136.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TROX reported a net loss of $549.0M over the trailing twelve months.

• Not yet profitable — net loss of $549.0M over the trailing twelve months
• Revenue grew 3.7% year over year
• Net income declined year over year, from -$250.0M to -$549.0M
• Generated $60.0M in positive operating cash flow
• Current ratio of 2.46x — enough short-term assets to cover short-term liabilities
• Liabilities run 3.36x equity — a highly leveraged balance sheet worth noting