Tidewater (TDW): Constructive Long-term Fundamentals Outweigh Short-Term Concerns
Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 683,705 | $45,555,264 | 0.23% | |
| 2. | 210,456 | $14,022,683 | 0.17% | |
| 3. | 49,433 | $3,293,721 | 0.47% | |
| 4. | 35,963 | $2,396,195 | 0.02% | |
| 5. | 13,488 | $898,706 | 0.02% |
News See All
Is Tidewater (TDW) Positioned to Benefit from the Rising Energy Security Crisis?
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Value Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded...
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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 (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.
10 Best Oil and Gas Equipment & Services Stocks to Buy According to Hedge Funds
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.
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