Tightening Fleet Supply Positioned Tidewater (TDW) for Multi-Year Offshore Energy Expansion
Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sourcerock Group Christian Zann | 1,404,984 | $93,614,084 | +232% | 4.87% |
| 2. | Citadel Investment Group Ken Griffin | 1,248,280 | $83,172,897 | +416% | 0.01% |
| 3. | Third Avenue Management Martin Whitman | 934,121 | $62,240,482 | +2% | 9.95% |
| 4. | Hosking Partners Jeremy Hosking | 609,611 | $40,618,381 | -8% | 1.35% |
| 5. | Driehaus Capital Richard Driehaus | 558,352 | $37,202,994 | -27% | 0.22% |
| 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 |
|---|---|---|---|---|---|---|
| $89.85 | 3,605 | $323,907.09 | 2,202,690 | 2026-09-16 | Filing | |
| $89.85 | 6,695 | $601,541.73 | 2,206,295 | 2026-09-16 | Filing | |
| $89.85 | 3,605 | $323,907.09 | 2,202,690 | 2026-09-16 | Filing | |
| $89.85 | 6,695 | $601,541.73 | 2,206,295 | 2026-09-16 | Filing | |
| $99.00 | 10,000 | $990,000.00 | 63,521 | 2026-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 494,382 | $40,094,380 | 0.2% | |
| 2. | 37,992 | $3,081,128 | 0.02% | |
| 3. | 13,045 | $1,057,950 | 0.03% | |
| 4. | 9,810 | $795,591 | 0.39% | |
| 5. | 5,000 | $405,500 | 0.08% |