13FPulse
中
TD

TDW TIDEWATER INC

2026Q2 · CUSIP 88642R109 · Sector: Industrials

Funds left

Funds are exiting, but the price is holding

Funds that own it
353
Institutions that reported holding it to the SEC
Net decrease in holders
8
Last quarter 361 → now 353
How unusual is that
Bottom 20%
Stronger than only 15% of US stocks
What the filings say, in one paragraph

353 funds held TDW at the end of 2026Q2, down 8 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $1.3B(YoY -0.9%), the P/E is 17.0x, return on equity is 21.8%. TDW has had 14 buying rushes in its history, and the price moved +2.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q1: holders=1 2014Q2: holders=1 2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=2 2016Q1: holders=3 2016Q2: holders=2 2016Q3: holders=2 2016Q4: holders=2 2017Q1: holders=2 2017Q2: holders=2 2017Q3: holders=62 2017Q4: holders=75 2018Q1: holders=84 2018Q2: holders=96 2018Q3: holders=116 2018Q4: holders=111 2019Q1: holders=104 2019Q2: holders=121 2019Q3: holders=114 2019Q4: holders=99 2020Q1: holders=99 2020Q2: holders=86 2020Q3: holders=86 2020Q4: holders=97 2021Q1: holders=102 2021Q2: holders=97 2021Q3: holders=95 2021Q4: holders=96 2022Q1: holders=108 2022Q2: holders=121 2022Q3: holders=138 2022Q4: holders=187 2023Q1: holders=192 2023Q2: holders=226 2023Q3: holders=262 2023Q4: holders=252 2024Q1: holders=276 2024Q2: holders=310 2024Q3: holders=304 2024Q4: holders=294 2025Q1: holders=292 2025Q2: holders=302 2025Q3: holders=326 2025Q4: holders=331 2026Q1: holders=361 2026Q2: holders=353 -60 -30 +0 +30 +60 0190380 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% -20.1% —
2025Q3 Top 20% -7.6% +30.7%
2024Q2 Top 10% -17.9% -40.4%
2024Q1 Top 20% -9.7% -15.2%
2023Q3 Top 5% +23.3% +22.3%
2023Q2 Top 5% +10.4% -0.6%
2022Q4 Top 10% -2.4% -0.6%
2022Q3 Top 10% +6.8% +38.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
155
Change in large funds
+5
Total value they hold
$3.8B
Funds buying for the first time
54
Funds that sold out entirely
62
Price change that quarter
+17.9%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
17.0
EPS (TTM)
$5.93
EPS YoY
+77.5%
Revenue (TTM)
$1.3B
Revenue YoY
-0.9%
Net margin
22.2%
ROE
21.8%
Debt ratio
41.5%
FCF (TTM)
$287M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS -0.61 2022-09-30: EPS 0.10 2022-12-31: EPS 0.31 2023-03-31: EPS 0.21 2023-06-30: EPS 0.43 2023-09-30: EPS 0.49 2023-12-31: EPS 0.71 2024-03-31: EPS 0.89 2024-06-30: EPS 0.94 2024-09-30: EPS 0.87 2024-12-31: EPS 0.70 2025-03-31: EPS 0.83 2025-06-30: EPS 1.46 2025-09-30: EPS -0.02 2025-12-31: EPS 4.37 2026-03-31: EPS 0.12 0M 173M 345M $M -0.67 2.07 4.81 201520162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 20 9 2350 4690 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-47M50M148M 201520162017201820192020202120222023202420252026
Latest quarter $4M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.