§ EQUITY
USDSMHI
SEACOR MARINE HOLDINGS INC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
51 increased/new, 30 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 1.5M | 0.0% | −1% |
| Oppenheimer & Close, LLC | 1.4M | 6.2% | +149% |
| Dimensional Fund Advisors | 1.3M | 0.0% | −2% |
| First Eagle Investment Management, LLC | 1.1M | n/a | −4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | n/a | n/a |
| ROBOTTI ROBERT | 768K | 0.9% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SMHI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER43.9% · 51 holders
DEEP VALUE17.8% · 2 holders
PASSIVE / INDEX15.7% · 7 holders
QUALITY / COMPOUNDER10.2% · 7 holders
DEALER / BANK10.2% · 16 holders
SYSTEMATIC / QUANT0.9% · 2 holders
TACTICAL / MACRO0.9% · 1 holder
ACTIVIST0.4% · 1 holder
INCOME / DEFENSIVE0.1% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SMHI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SMHI yet.