TDW position history
The shares of Tidewater (TDW) that THIRD AVENUE MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 2,347,512 shares, $28M, 3.8% of portfolio
- 2021 Q4: 2,085,705 shares, $22M, 2.9% of portfolio, Reduce −11.2%
- 2022 Q1: 2,105,930 shares, $46M, 6.2% of portfolio, Add +1.0%
- 2022 Q2: 2,105,930 shares, $44M, 7.9% of portfolio
- 2022 Q3: 2,097,857 shares, $46M, 9.0% of portfolio, Reduce −0.4%
- 2022 Q4: 1,810,925 shares, $67M, 11.6% of portfolio, Reduce −13.7%
- 2023 Q1: 2,788,014 shares, $123M, 21.0% of portfolio, Add +54.0%
- 2023 Q2: 1,098,599 shares, $61M, 10.1% of portfolio, Reduce −60.6%
- 2023 Q3: 809,185 shares, $58M, 9.8% of portfolio, Reduce −26.3%
- 2023 Q4: 703,631 shares, $51M, 8.3% of portfolio, Reduce −13.0%
- 2024 Q1: 512,220 shares, $47M, 7.5% of portfolio, Reduce −27.2%
- 2024 Q2: 509,811 shares, $49M, 8.3% of portfolio, Reduce −0.5%
- 2024 Q3: 481,474 shares, $35M, 5.7% of portfolio, Reduce −5.6%
- 2024 Q4: 588,179 shares, $32M, 6.2% of portfolio, Add +22.2%
- 2025 Q1: 809,258 shares, $34M, 6.9% of portfolio, Add +37.6%
- 2025 Q2: 875,157 shares, $40M, 8.3% of portfolio, Add +8.1%
- 2025 Q3: 874,667 shares, $48M, 9.0% of portfolio, Reduce −0.1%
- 2025 Q4: 873,071 shares, $44M, 8.0% of portfolio, Reduce −0.2%
- 2026 Q1: 921,181 shares, $77M, 12.5% of portfolio, Add +5.5%
- 2026 Q2: 934,121 shares, $62M, 10.0% of portfolio, Add +1.4%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|