Target Hospitality Corp. — Form SCHEDULE 13D/A
Filed October 5, 2026 · analyzed by the Ownership Agent
SCHEDULE 13D/A
— Neutral
significance 78/100
What the filing says
Manjit Dale, Gary Lindsay, and Thomas Mitchell each beneficially own 16,226,363 shares (16.6% of class). TDR Capital LLP and TDR Capital II Investments L.P. each hold 16.6%. Related entities Sapphire Holding, Arrow Holdings, MFA Holding, MFA SLP, and MFA Global collectively hold an additional 32.8%. Combined, these reporting persons control approximately 49.4% of Target Hospitality's 97.9M outstanding shares as of September 9, 2026.
Why this rating
Large concentrated ownership stake (49.4%) is material relative to $227.8M market cap—signals control shift and governance implications. Neutral impact pending disclosure of intent; material control position warrants investor attention but no operational change yet disclosed.
Price action (we called it neutral)
before filing · preread $18.56 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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