← Top Holdings

TDWTidewater Inc.

CUSIP: 88642R109

4

Guru Owners

$50.2M

Total Value Held

994,198

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Third Avenue Management	Third Avenue Management	873071	$44.1M	8.01%	$50.51	Q4 2025
Steven Romick	First Pacific Advisors	94961	$4.8M	0.06%	$50.51	Q4 2025
Tweedy Browne	Tweedy Browne Company	16565	$837K	0.07%	$50.51	Q4 2025
Ray Dalio	Bridgewater Associates	9601	$485K	0.00%	$50.51	Q4 2025

Third Avenue Management

$44.1M

8.01%

$4.8M

0.06%

$837K

0.07%

$485K

0.00%

📊 Fundamentals

Market Cap$4.4B

P/E Ratio13.2x

Below market avg

Forward P/E14.6x

P/FCF9.9x

EPS (TTM)$6.64

Revenue (TTM)$1.4B

Profit Margin24.74%

Beta0.56

52-Week Range

$37.32

$93.13

Current: $87.85

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.2x trailing earnings → 14.6x forward · 24.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $50.2M

REDUCEDThird Avenue Management$44.1M

INCREASEDTweedy Browne$837K

INCREASEDRay Dalio$485K

Q3 '254 owners · $56.4M

REDUCEDThird Avenue Management$47.9M

NEWRay Dalio$2.7M

REDUCEDTweedy Browne$757K

Q2 '253 owners · $45.1M

INCREASEDThird Avenue Management$40.4M

NEWTweedy Browne$319K

Q1 '252 owners · $38.2M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

12%analyst est. 11.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

32.8%current: 32.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data