TDW
Tidewater Inc
4 super-investors hold TDW worth a combined $106M. The largest position: Third Avenue Management at 12.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 37 — ranked #169 of 724 scored stocks.
Why super-investors own TDW
Third Avenue Management is the dominant force here, carrying TDW at 12.5% of its portfolio — a $77M position that accounts for roughly 73% of the cohort's combined $106M exposure. The other three holders — Tweedy Browne, First Pacific Advisors, and Joel Greenblatt — hold token positions ranging from 0.0% to 0.2% of their respective portfolios. Cohort breadth has been static at just one meaningful owner for eight consecutive quarters, and 2026Q1 saw zero adds, trims, starts, or exits across the group. Interest is neither rising nor fading; this is effectively a single-manager conviction story, with Third Avenue's deep-value orientation driving almost all the cohort's ownership of this offshore marine services company.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 12.5% | 35q | $77M | 921,181 |
| 2 | Joel Greenblatt | <0.1% | 28q | $20M | 242,371 |
| 3 | First Pacific Advisors | 0.1% | 30q | $7M | 82,549 |
| 4 | Tweedy Browne | 0.2% | 4q | $2M | 25,919 |
Owners of TDW also hold
Long US equity 13F-HR filings only. CUSIP 88642R109. Not investment advice.