What smart money is saying about Tronox
TROX
No fund has written a full thesis on Tronox in our archive, but 1 fund letter reports a position in it, most recently Aristotle Capital Small Cap Equity in June 2025.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Tronox on record in the archive was reported in Q2 2025, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- June 2025
“• Tronox (TROX), a leading global manufacturer of titanium dioxide (TiO2) pigment, a key ingredient in paint, plastics and a variety of other industrial applications. We believe the company is well positioned to benefit from increased production volumes and product pricing driven by improving global economic conditions. However, an increasingly uncertain economic outlook as a result of the threat of increased global tariffs pushed out the expected demand recovery combined with a cyclically driven stressed balance sheet caused us to exit the position.”
Tronox
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