Position in TDW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,598,368
+$2,761,335 QoQ
Shares Held
99,030
+115.6% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TDW Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $667,374,115 across 6 Oil & Gas Equipment & Services names. TDW ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LB |
LandBridge Co LLC
|
7,082,845 | $561,244,637 | |
| 2 | EROK |
EagleRock Land, LLC
|
3,256,970 | $69,210,612 | |
| 3 | WBI |
WaterBridge Infrastructure LLC
|
803,720 | $27,543,484 | |
| 4 | TDW |
Tidewater Inc
This page
|
99,030 | $6,598,368 | |
| 5 | SLB |
Slb Limited/Nv
|
54,941 | $2,554,207 | |
| 6 | NEXT |
NextDecade Corp
|
29,550 | $222,807 |
All Filings in TDW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,598,368 | 99,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,837,033 | 45,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,076,059 | 60,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,247,797 | 60,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,809,317 | 60,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,204,380 | 52,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,853,126 | 52,150 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||