Tidewater Inc. (NYSE:TDW) Q1 2026 Earnings Call Transcript
Operator: Hello, and thank you for standing by. My name is Mel, and I will be your conference operator for today. At this time, I would like to welcome everyone to the Tidewater Inc.
Tidewater Inc (TDW)
Market is closed
Sector: Water Transportation
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Third Avenue Management Martin Whitman | 921,181 | $76,964,673 | +6% | 12.49% |
| 2. | Driehaus Capital Richard Driehaus | 758,536 | $63,375,683 | +413% | 0.47% |
| 3. | Hosking Partners Jeremy Hosking | 662,422 | $55,345,358 | +2% | 1.98% |
| 4. | Sourcerock Group Christian Zann | 423,513 | $35,384,511 | 1.43% | |
| 5. | Valueworks LLC Charles Lemonides | 317,632 | $26,538,154 | -1% | 7.23% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $57.56 | 10,000 | $575,642.00 | 75,986 | 2025-08-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,244,738 | $605,297,828 | 0.01% | |
| 2. | 3,271,371 | $273,323,040 | 0.21% | |
| 3. | 2,920,689 | $244,023,566 | 38.05% | |
| 4. | 2,626,645 | $219,456,190 | 0.01% | |
| 5. | 1,948,425 | $162,790,909 | 0.01% |
News See All
Tidewater (TDW) Gained from Investors’ Favour for Energy and Energy-Adjacent Stocks
Black Bear Value Partners, an investment advisory firm, issued its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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On April 7, Reuters presented a detailed analysis of the underlying dynamics within the energy markets based on the U.S. Energy Information Administration’s short-term energy outlook.
Tidewater Inc. (NYSE:TDW) Q4 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Jordan, and I will be your conference operator today. At this time, I would like to welcome everyone to the Tidewater Inc.
Here’s Robotti Value Investors’ Analysis on Tidewater’s (TDW) Momentum
Robotti Value Investors, a boutique asset manager focused on value, published its fourth-quarter 2025 investor letter. You can download a copy here.
Black Bear Value Fund’s Views on Tidewater (TDW)
Black Bear Value Fund, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Led Night Watch Investment Management to Exit Tidewater (TDW)?
Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Why These Energy Stocks are Losing This Week
While the S&P 500 had a strong week with gains of over 2.5% from November 19 to 26, the S&P energy index lagged, with a decline of almost 0.9% over the same period.
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