First Manhattan’s SEACOR Marine Holdings SMHI Stock Holding History

First Manhattan’s Portfolio SMHI Stock Details SMHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Sell	320,585 -58,160	-15%	-$409K	0.01%	331
2025 Q4	$2.28M	Sell	378,745 -21,750	-5%	-$144K	0.01%	326
2025 Q3	$2.6M	Buy	400,495 +7,500	+2%	+$45.4K	0.01%	307
2025 Q2	$2M	Buy	392,995 +36,530	+10%	+$185K	0.01%	324
2025 Q1	$1.8M	Buy	356,465 +5,100	+1%	+$31.5K	0.01%	319
2024 Q4	$2.3M	Buy	351,365 +101,285	+41%	+$753K	0.01%	292
2024 Q3	$2.41M	Buy	250,080 +80,775	+48%	+$947K	0.01%	276
2024 Q2	$2.28M	Hold	169,305	–	–	0.01%	283
2024 Q1	$2.36M	Sell	169,305 -6,112	-3%	-$70.8K	0.01%	282
2023 Q4	$2.21M	Sell	175,417 -1,308	-0.7%	-$16.8K	0.01%	285
2023 Q3	$2.45M	Sell	176,725 -25,750	-13%	-$313K	0.01%	281
2023 Q2	$2.31M	Sell	202,475 -26,615	-12%	-$236K	0.01%	286
2023 Q1	$1.74M	Sell	229,090 -104,400	-31%	-$992K	0.01%	341
2022 Q4	$3.05M	Sell	333,490 -63,025	-16%	-$489K	0.01%	279
2022 Q3	$2.23M	Buy	396,515 +30,925	+8%	+$194K	0.01%	307
2022 Q2	$2.1M	Sell	365,590 -41,110	-10%	-$325K	0.01%	327
2022 Q1	$3.28M	Sell	406,700 -31,151	-7%	-$152K	0.01%	297
2021 Q4	$1.49M	Buy	437,851 +77,000	+21%	+$334K	﹤0.01%	387
2021 Q3	$1.67M	Sell	360,851 -16,499	-4%	-$70.9K	0.01%	360
2021 Q2	$1.66M	Buy	377,350 +45,000	+14%	+$199K	0.01%	358
2021 Q1	$1.77M	Sell	332,350 -14,425	-4%	-$58.7K	0.01%	342
2020 Q4	$939K	Buy	346,775 +138,275	+66%	+$293K	﹤0.01%	406
2020 Q3	$423K	Buy	208,500 +2,800	+1%	+$7.01K	﹤0.01%	521
2020 Q2	$524K	Buy	205,700 +98,300	+92%	+$280K	﹤0.01%	483
2020 Q1	$470K	Buy	107,400 +22,000	+26%	+$194K	﹤0.01%	476
2019 Q4	$1.18M	Buy	85,400 +4,000	+5%	+$52.1K	0.01%	390
2019 Q3	$1.02M	Sell	81,400 -17,850	-18%	-$235K	0.01%	409
2019 Q2	$1.48M	Sell	99,250 -7,915	-7%	-$109K	0.01%	377
2019 Q1	$1.43M	Buy	+107,165	New	+$1.43M	0.01%	386
2017 Q3	–	Sell	-150	Closed	-$3K	–	1498
2017 Q2	$3K	Buy	+150	New	+$2.87K	﹤0.01%	1305

Other funds holding SMHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's SMHI Position: Q1 2026 in Review

First Manhattan reduced its SEACOR Marine Holdings (SMHI) stake by 15% in Q1 2026, selling an estimated $409K and leaving 320,585 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #331.

First Manhattan first reported a position in SMHI in Q2 2017 and has held it in 30 quarters since. The position peaked at $3.28M in Q1 2022. 91 funds tracked by Wall St. Rank hold SMHI as of Q1 2026.

First Manhattan held 320,585 shares of SEACOR Marine Holdings worth $2.3M as of Q1 2026.
First Manhattan sold 58,160 SEACOR Marine Holdings shares in Q1 2026, an estimated $409K.
SEACOR Marine Holdings made up 0.01% of First Manhattan's portfolio in Q1 2026, its #331 holding.
First Manhattan first reported a position in SEACOR Marine Holdings in Q2 2017 and has held it in 30 quarters since.
First Manhattan's SEACOR Marine Holdings position peaked at $3.28M in Q1 2022.
91 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.