TTAM β€” TITAN AMERICA SA

Ownership history in DELPHI MANAGEMENT INC /MA/  Β·  3 quarters on record

AI Ownership Summary

DELPHI MANAGEMENT INC /MA/ reported TITAN AMERICA SA (TTAM) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.44% in 2025 Q4. The latest visible filing shows TTAM at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TTAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELPHI MANAGEMENT INC /MA/'s position in TITAN AMERICA SA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TTAM was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DELPHI MANAGEMENT INC /MA/ held TTAM β€” position size vs. price
% of Fund (quarterly)    TTAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,836 -15,779 -57.1% 0.21% $177 2026-04-20 $16.73
2025 Q4 ADDED 27,615 +6,540 +31.0% 0.44% $455 2026-01-21 $16.96
2025 Q3 INITIATED 21,075 β€” β€” 0.29% $315 2025-10-15 $14.91

FAQ About DELPHI MANAGEMENT INC /MA/ and TTAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has DELPHI MANAGEMENT INC /MA/ reported owning TTAM?

DELPHI MANAGEMENT INC /MA/ reported TTAM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported TTAM position in DELPHI MANAGEMENT INC /MA/'s portfolio?

The largest reported portfolio weight for TTAM was 0.44% in 2025 Q4.

What is the latest reported TTAM position on this page?

The most recent filing on this page is 2026 Q1, when DELPHI MANAGEMENT INC /MA/ reported 11,836 shares, equal to 0.21% of portfolio, with an estimated market value of $177.

What does the chart on this TTAM ownership page compare?

The chart compares DELPHI MANAGEMENT INC /MA/'s quarterly TTAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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