Black Bear Value Partners Q3 2026 - Top 5 Businesses We Own

Black Bear Value Fund, LP (the “Fund”) returned -10.3% in September, +2.5% in the quarter and +4.1% YTD. Builders FirstSource declined approximately 36% during the third quarter and was down roughly 45% year to date as housing weakness continued to pressure results. Core Natural Resources appreciated approximately 8% during the third quarter and was down roughly 2% year to date, including dividends.

Seeking Alpha • Oct 13, 2026

Tidewater: Industry Leader With Strong Prospects, Buy

With the Middle East conflict not likely to be resolved anytime soon, shares of leading offshore support vessel provider Tidewater have advanced to new 52-week-highs. TDW reported second-quarter results well above the expectations provided my management on the Q1 conference call in May. However, increased costs related to the Middle East conflict and the delayed closing of the Wilson Sons acquisition in Brazil resulted in the requirement to slightly reduce full-year guidance.

Seeking Alpha • Sep 7, 2026

Tidewater Announces Completion of Wilson Sons Ultratug Acquisition

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE: TDW) (the “Company”) today announced the completion of its acquisition of Wilson, Sons Ultratug Participações S.A. and its affiliate Atlantic Offshore Services S.A. (collectively, “WSUT”), effective August 31, 2026. Quintin Kneen, Tidewater's President and Chief Executive Officer, commented, “We are pleased to announce the closing of the WSUT acquisition, and we are excited to welcome our new employees to Tidewater. The WSUT fleet of 22 PSVs is an.

Business Wire • Aug 31, 2026

Tidewater Q2 Earnings Call Highlights

Tidewater NYSE: TDW reported second-quarter 2026 results that exceeded its expectations, as higher day rates, stronger utilization and delayed dry dock activity lifted revenue and margins despite elevated operating costs tied to the Middle East conflict referred to as Operation Epic Fury.

MarketBeat • Aug 9, 2026

Tidewater Inc. (TDW) Q2 2026 Earnings Call Transcript

Tidewater Inc. (TDW) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026

Tidewater Reports Results for the Six Months Ended June 30, 2026

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE:TDW) announced today revenue for the three and six months ended June 30, 2026 of $342.3 million and $668.5 million, respectively, compared with $341.4 million and $674.9 million for the three and six months ended June 30, 2025. Tidewater's net income for the three and six months ended June 30, 2026, was $21.7 million ($0.43 per common share) and $27.8 million ($0.56 per common share), respectively, compared with net income of $72.9 million ($1.46 p.

Business Wire • Aug 3, 2026

Tidewater (TDW) Q2 Earnings and Revenues Beat Estimates

Tidewater (TDW) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $1.23 per share a year ago.

Zacks Investment Research • Aug 3, 2026

Tidewater Announces Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE: TDW) (“Tidewater” or the “Company”) announced today that it will release financial results for the three months ending June 30, 2026, on Monday, August 3, 2026 after market close. An earnings conference call has been scheduled for Tuesday, August 4, 2026, at 8:00 a.m. Central Time, during which President and Chief Executive Officer Quintin Kneen will discuss results for the three months ending June 30, 2026.Investors and interested parties may list.

Business Wire • Jul 28, 2026

Black Bear Value Partners Q2 2026 - Top 5 Businesses We Own

While housing activity remains near cyclical lows, we believe Builders FirstSource should be able to sustain this level of cash generation. Core Natural Resources declined approximately 23% during the second quarter and is down roughly 9% year-to-date, including dividends. PrairieSky Royalty declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends.

Seeking Alpha • Jul 13, 2026

Tidewater Inc. (TDW) Q1 2026 Earnings Call Transcript

Tidewater Inc. (TDW) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 5, 2026