TRONOX HOLDINGS PLC
In the published model solve dated 2026-Q2, anchored at $5.85, TRONOX HOLDINGS PLC (TROX) is priced for -1.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Tronox is one of the few titanium dioxide producers that owns its own ore, with its 10-K citing the processes that ⟦"maximize the benefit of our vertical integration and global footprint"⟧, and the stock trades at 0.33x sales and below its $8.11 book value while antidumping tariffs redirect market share toward Western producers. • The cheapness has a cause: four consecutive quarterly losses totaling a $460 million trailing net loss, negative free cash flow, and $3.2 billion of net debt against
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223 institutional managers reported holding TROX in 13F filings for the quarter ended 2026-03-31. Together they hold about 72% of the company; the top 10 hold 38%. 43 opened new positions that quarter. Held by BlackRock, Vanguard Group, Charles Schwab Investment Management, among others. On the short side, 20.7M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (8.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TROX's share count grew 3.5% over the past five years even with $50.00M spent on repurchases. It pays a dividend, and has paid one every year in our records (14 and counting); the current rate is $0.35 a share annually. Cash returned over the past three years: $175.00M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at TROX over the trailing three years: 2025: 11 buys totaling $971k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TROX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-28 | +9.3% | -7.2% |
| 2023-07-28 | -8.5% | -1.0% |
| 2023-10-27 | -2.3% | +39.0% |
| 2024-02-22 | +4.5% | +14.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TROX's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-07-29 (items 5.02, 8.01, 9.01); 2026-05-07 (items 2.02, 9.01); 2026-04-29 (items 5.07, 9.01); 2026-04-28 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.