Tidewater Inc (TDW) — Institutional Investor Activity (Q2 2026)

TDW ranks #1683 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TDW is a top-conviction position for Robotti Robert — at 31.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TDW belongs to BlackRock, Inc., but the position matters far more to Robotti Robert, who has 31.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Versant Capital Management, Inc has added to its TDW position for two straight quarters, increasing it by $55.9K to reach $60.0K today.

State of Alaska, Department of Revenue has trimmed its TDW position for two straight quarters, cutting it by $1.3M while still holding $1.5M.

TDW is up 1.2% today, and institutions have been net buyers of $455.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TDW posted net income of $246.9M over the trailing twelve months, and currently trades at a P/E of 17.7.

• Profitable — net income of $246.9M over the trailing twelve months
• Revenue declined 1.0% year over year
• Net income improved year over year, from $198.9M to $246.9M
• Generated $379.1M in positive operating cash flow
• Current ratio of 2.90x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting