13FGuru
Sign in with Google Sign in with Discord

None · None

SEACOR MARINE HLDGS INC SMHI

SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore energy facilities worldwide. The company engages in the operation and management of a fleet of offshore support vessels that deliver cargo and personnel to offshore installations, including offshore wind farms; assisting in offshore operations for production and storage facilities; and carrying and launching of equipment used underwater in drilling and well installation, maintenance, inspection and repair.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • The company engages in the operation and management of a fleet of offshore support vessels that deliver cargo and personnel to offshore installations.
  • It also provides construction, well work-over, offshore wind farm installation and decommissioning support services; emergency response services; and accommodations for technicians and specialists.
  • As of December 31, 2025, the Company operated a fleet of 44 support vessels, of which all were owned.
  • It serves integrated national and international oil companies, independent oil and natural gas exploration and production companies, and oil field service and construction companies.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in marine shipping?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Semper Augustus Investments Group Christopher Bloomstran 0.2% $1.5M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 1 13F filing periods
Net reducers 0 Last 1 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares 0.0% +0 / 208,175
Semper Augustus Investments Group Christopher Bloomstran 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 208,175 Last 1 periods +0 (0.0%) Total shares 208,175 Value $1.5M

Recent mentions

No public mentions.