TRONOX HOLDINGS PLC
boothcheck covers TRONOX HOLDINGS PLC (TROX) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 11, 2026.
• 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: 2026-11-05 (items 2.02, 9.01); 2026-11-04 (items 8.01, 9.01); 2026-10-28 (items 5.02, 9.01); 2026-08-06 (items 2.02, 9.01); 2026-07-29 (items 5.02, 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.