Lloyd Harbor Capital Management, LLC TDW — TIDEWATER INC NEW

Ownership history in Lloyd Harbor Capital Management, LLC  ·  11 quarters on record

AI Ownership Summary

Lloyd Harbor Capital Management, LLC reported TIDEWATER INC NEW (TDW) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.12% in 2024 Q1. The latest visible filing shows TDW at 4.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lloyd Harbor Capital Management, LLC's position in TIDEWATER INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TDW was reported at 4.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.12% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TDW stock page Lloyd Harbor Capital Management, LLC fund profile Lloyd Harbor Capital Management, LLC full holdings
How Lloyd Harbor Capital Management, LLC held TDW — position size vs. price
% of Fund (quarterly)    TDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 193,589 — 0% 4.71% $9.8M 2026-02-17 $69.90
2025 Q3 ADDED — — — 193,589 +23,589 +13.9% 4.02% $10.3M 2025-11-14 $58.77
2025 Q2 ADDED — — — 170,000 +70,000 +70.0% 5.14% $7.8M 2025-08-14 $55.84
2025 Q1 REDUCED 17.0% +9.1% ❌ 100,000 -20,414 -17.0% 3.10% $4.2M 2025-05-15 $41.92
2024 Q4 ADDED — — — 120,414 +50,488 +72.2% 4.31% $6.6M 2025-02-14 $54.39
2024 Q2 REDUCED 72.5% -24.6% ✅ 69,926 -184,451 -72.5% 4.08% $6.7M 2024-08-14 $85.30
2024 Q1 REDUCED 16.4% -0.3% ✅ 254,377 -50,000 -16.4% 14.12% $23.4M 2024-05-15 $108.11
2023 Q4 REDUCED 16.2% +30.1% ❌ 304,377 -58,626 -16.2% 13.15% $21.9M 2024-02-14 $68.22
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TDW

As of 2026 Q1 — sorted by position size

ROBOTTI ROBERT 3Y 7Y 38.05% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 12.49% VALUEWORKS LLC 3Y 7Y 7.23% Gordian Capital Singapore Pte Ltd 3Y 5.72% Orchard Capital Management, LLC 3Y 4.2% AEGIS FINANCIAL CORP 3Y 7Y 3.98% Old West Investment Management, LLC 3Y 7Y 3.72% Moerus Capital Management LLC 3Y 7Y 3.33% VILLERE ST DENIS J & CO LLC 3Y 7Y 2.7% Kennondale Capital Management LLC 2.65%

FAQ About Lloyd Harbor Capital Management, LLC and TDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lloyd Harbor Capital Management, LLC reported owning TDW?

Lloyd Harbor Capital Management, LLC reported TDW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TDW position in Lloyd Harbor Capital Management, LLC's portfolio?

The largest reported portfolio weight for TDW was 14.12% in 2024 Q1.

What is the latest reported TDW position on this page?

The most recent filing on this page is 2025 Q4, when Lloyd Harbor Capital Management, LLC reported 193,589 shares, equal to 4.71% of portfolio, with an estimated market value of $9.8M.

What does the chart on this TDW ownership page compare?

The chart compares Lloyd Harbor Capital Management, LLC's quarterly TDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lloyd Harbor Capital Management, LLC time their TDW position?

Based on 13F filing dates vs. subsequent TDW price moves, Lloyd Harbor Capital Management, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on TDW relative to SPY over the holding period was -3.3%.

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