TITAN AMERICA SA
In the published model solve dated 2026-Q2, anchored at $16.07, TITAN AMERICA SA (TTAM) is priced for +12.9% 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.
• Titan America is a vertically integrated, regionally concentrated building-materials maker, cement, aggregates, ready-mix, block, and fly ash, anchored in Florida and the Mid-Atlantic, that came public in 2025 and grew revenue to $1.66 billion with a 16.1 percent operating margin. • The distinctive dynamic right now is a demand split: Florida infrastructure and private nonresidential construction are carrying volumes while residential stays soft, a mix management expects to persist through 202
Is TTAM overvalued? See what's priced in →
110 institutional managers reported holding TTAM in 13F filings for the quarter ended 2026-03-31. Together they hold about 16% of the company; the top 10 hold 12%. 31 opened new positions that quarter. Held by BlackRock, Franklin Resources, Invesco, among others. On the short side, 2.7M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (8.3 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.
It pays a dividend. Cash returned over the past three years: $118.86M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at TTAM over the trailing three years: 2026: 1 buy totaling $299k. 3 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.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.