Tidewater (TDW) Slid Following the U.S.–Iran Ceasefire in June
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Third Avenue Management Martin Whitman | 934,121 | $62,240,482 | +2% | 9.95% |
| 2. | Hosking Partners Jeremy Hosking | 609,611 | $40,618,381 | -8% | 1.35% |
| 3. | De Lisle Partners Richard De Lisle | 126,273 | $8,411,676 | 0.92% | |
| 4. | 108,300 | $7,216,029 | 0.01% | ||
| 5. | Moerus Capital Management Amit Wadhwaney | 82,251 | $5,480,384 | -24% | 2.44% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.05 | 15,000 | $630,793.50 | 2,234,957 | 2025-06-04 | Filing | |
| $42.14 | 10,000 | $421,354.00 | 2,219,957 | 2025-06-03 | Filing | |
| $40.55 | 560 | $22,705.82 | 2,209,957 | 2025-05-30 | Filing | |
| $40.11 | 25,000 | $1,002,717.50 | 2,208,670 | 2025-03-13 | Filing | |
| $40.95 | 1,770 | $72,476.54 | 2,183,670 | 2025-03-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $89.01 | 5,000 | $445,050.00 | 48,229 | 2026-08-10 | Filing | |
| $80.05 | 22,461 | $1,798,003.05 | 60,066 | 2026-03-05 | Filing | |
| $80.56 | 5,195 | $418,509.20 | 45,971 | 2026-03-05 | Filing | |
| $77.50 | 15,000 | $1,162,500.00 | 50,986 | 2026-02-23 | Filing | |
| $70.01 | 10,000 | $700,093.00 | 65,986 | 2026-02-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,552,159 | $503,200,329 | 0.01% | |
| 2. | 2,906,380 | $193,652,099 | 31.26% | |
| 3. | 2,803,406 | $186,790,937 | 0.12% | |
| 4. | 2,762,204 | $184,045,653 | 0.01% | |
| 5. | 2,081,880 | $138,715,778 | 0.03% |