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TH SCHEDULE 13D/A: SEC filing

TDR Capital and affiliated reporting persons

Filed with the SEC on · accession 0000950142-26-002613

TH filed a SCHEDULE 13D/A (schedule 13d/a) with the SEC on Sep 28, 2026. TDR Capital and affiliated reporting persons filed an amended Schedule 13D disclosing beneficial ownership of 27,226,363 shares, or 27.8%, of Target Hospitality Corp.'s common stock. The stock moved -6.2% by the first close after the filing.

Summary of the filing

TDR Capital and affiliated reporting persons filed an amended Schedule 13D disclosing beneficial ownership of 27,226,363 shares, or 27.8%, of Target Hospitality Corp.'s common stock. The filing updates ownership details following the issuer's recent stock repurchase.

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Key details

Shares of common stock beneficially owned by TDR Capital reporting persons$27.2M
Shares of common stock beneficially owned by Sapphire Holding and Arrow Holdings$20.7M
Shares of common stock beneficially owned by MFA entities$6.5M
Total shares of common stock outstanding$97.9M
IssuerTarget Hospitality Corp.
Reporting person / beneficial ownerTDR Capital LLP
Reporting person / beneficial ownerTDR Capital II Investments L.P.
Reporting person / beneficial ownerSapphire Holding S.à r.l.
Reporting person / beneficial ownerArrow Holdings S.à r.l.
Reporting person / beneficial ownerMFA Holding S.à r.l.
Reporting person / beneficial ownerMFA Limited Partnership SLP
Reporting person / beneficial ownerMFA Global S.à r.l.
Founding partner of tdr capitalManjit Dale
Managing partner of tdr capitalGary Lindsay
Managing partner of tdr capitalThomas Mitchell

How TH stock reacted

Close before

$20.58

Sep 25, 2026

First close after

-6.22%

$19.30

5 trading days

-8.45%

$18.84

Since filing

-44.80%

$11.36

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Frequently asked questions

What did TH file with the SEC on Sep 28, 2026?

TH filed a SCHEDULE 13D/A (SEC filing). TDR Capital and affiliated reporting persons filed an amended Schedule 13D disclosing beneficial ownership of 27,226,363 shares, or 27.8%, of Target Hospitality Corp.'s common stock. The filing updates ownership details following the issuer's recent stock repurchase.

How do I read a SCHEDULE 13D/A?

A report the company filed with the SEC (the US market regulator). Start with the summary, then the key amounts and names. Compare it with the company’s earlier filings.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A SCHEDULE 13D/A (schedule 13d/a): A report the company filed with the SEC (the US market regulator).

How did TH stock react to this filing?

TH closed at $20.58 before the filing and $19.30 on Sep 28, 2026 (-6.22%). Five trading days later: $18.84 (-8.45%).

Other TH SEC filings

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