Follow-The-Filings

Security · featured owners

TDW Tidewater Inc. New

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 10.0%
  • $69M
  • 2 add 1 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 10.0% (Third Avenue Management) · not free-float ownership

  1. Third Avenue Management add 10.0%
  2. Tweedy, Browne Co. add 0.15%
  3. First Pacific Advisors reduce 0.06%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Third Avenue Management 2026 Q2 10.0% Add +1.4% 934,121 $62M history
First Pacific Advisors 2026 Q2 0.06% Reduce −7.4% 76,423 $5M history
Tweedy, Browne Co. 2026 Q2 0.15% Add +14.0% 29,555 $2M history
Murphy Pohlad - Murphy Pohlad Asset Management exited 2026 Q2 last 2026 Q1 0.08% Exit −0.08 pp 2,590 $216K history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.01B $1.35B $1.35B
Net income $97.18M $180.66M $334.66M
Net margin * 9.6% 13.4% 24.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $591.14M $698.66M $914.14M
Total non-current assets * $1.47B $1.38B $1.47B
Total assets $2.06B $2.07B $2.39B
Total current liabilities $328.73M $331.61M $315.24M
Total equity $1.04B $1.11B $1.37B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $104.7M $273.85M $379.11M
Cash from investing -$610.27M -$188,000 -$7.48M
Cash from financing $615.56M -$222.6M -$135.96M
Net change in cash $109.99M $51.07M $252.54M

ownership over time

filing count by report period · click a bar for that quarter’s holders