Vault-13

TPI COMPOSITES INC TPICQ

COM · Common Stock · CUSIP 87266J104 · ISIN US87266J1043

2 institutional holders +0 vs Q1 2026
19,01919.0k shares reported held*
$2.6mreported value*
1 new 0 added 0 reduced 0 sold out net bought ≈ $2.6m (+19.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $137.60.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 206Q4 22: 193Q1 23: 202Q2 23: 196Q3 23: 172Q4 23: 155Q1 24: 148Q2 24: 142Q3 24: 135Q4 24: 125Q1 25: 112Q2 25: 113Q3 25: 22Q4 25: 4Q1 26: 2Q2 26: 22Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022206
Q4 2022193
Q1 2023202
Q2 2023196
Q3 2023172
Q4 2023155
Q1 2024148
Q2 2024142
Q3 2024135
Q4 2024125
Q1 2025112
Q2 2025113
Q3 202522
Q4 20254
Q1 20262
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 53 bought or addedQ3 24: 63 cut or sold outQ4 24: 51 bought or addedQ4 24: 70 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 59 cut or sold outQ2 25: 50 bought or addedQ2 25: 72 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 99 cut or sold outQ4 25: 0 bought or addedQ4 25: 18 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 3 cut or sold outQ2 26: 1 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245363
Q4 20245170
Q1 20254259
Q2 20255072
Q3 2025599
Q4 2025018
Q1 202603
Q2 202610

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10$20$30Q3 25 calls: $24Q3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$24$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

VALUE HOLDINGS MANAGEMENT CO. LLC New +19,000+19.0k

Biggest sellers

None

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Dere Construction Taahhut A.S. 13D · may seek influence +0.5 pts · filed 2025-02-28
Stated purposeItem 4 is hereby amended to add the following: The Reporting Persons acquired the Common Stock for investment purposes. The Reporting Persons have expressed an interest in having a representative on the board of directors of the Issuer (the "Board"). On February 27, 2025, the Investor Group entered into a Cooperation Agreement with the Issuer. Pursuant to the Cooperation Agreement, the Issuer has agreed to extend the deadline for notice of director nominations for consideration at the 2025 annual meeting of stockholders of the Issuer (the "2025 Annual Meeting") to March 31, 2025. In addition, the Issuer has agreed that it will not hold the 2025 Annual Meeting prior to June 15, 2025. Pursuant to the Cooperation Agreement, the Reporting Persons have agreed to certain standstill provis… Full filing
 25.2% +0.5 pts 12.0m 2025-02-28

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VALUE HOLDINGS MANAGEMENT CO. LLC 0.44% of their portfolio PARK CITY, UT 19,00019.0k $2.6m $2.6m 0.44% New
2 Winch Advisory Services, LLC 0.00% of their portfolio Appleton, WI 1919 $0 $0 0.00% Unchanged