# Seacor Marine Holdings (SMHI): value investors who own it

2 value investors held Seacor Marine Holdings in their Q3 2026 13F, led by Semper Augustus, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Semper Augustus | 0.2% | $1.6m | Unchanged | 37 |
| First Eagle Investment Management | 0.0% | $7.9m | Trimmed -3.4% | 10 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-02 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 4116 | $41k |
| 2026-09-02 | Llorca Jesus | EVP & CFO | Sold | 4000 | $40k |
| 2026-08-21 | Llorca Jesus | EVP & CFO | Sold | 401 | $4k |
| 2026-08-21 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 200 | $2k |
| 2026-08-17 | Llorca Jesus | EVP & CFO | Sold | 3207 | $32k |
| 2026-08-14 | Llorca Jesus | EVP & CFO | Sold | 5927 | $58k |
| 2026-08-13 | Llorca Jesus | EVP & CFO | Sold | 1503 | $15k |
| 2026-08-12 | Llorca Jesus | EVP & CFO | Sold | 2840 | $28k |
| 2026-08-11 | Llorca Jesus | EVP & CFO | Sold | 13054 | $128k |
| 2026-08-07 | Llorca Jesus | EVP & CFO | Sold | 205 | $2k |
| 2026-08-04 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 1018 | $10k |
| 2026-08-03 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 5113 | $49k |
| 2026-07-31 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 1637 | $16k |
| 2026-07-30 | Llorca Jesus | EVP & CFO | Sold | 60823 | $555k |
| 2026-07-30 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 45892 | $413k |
| 2026-07-30 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 17232 | $164k |
| 2026-07-30 | Rossmiller Gregory Scott | SVP & CAO | Sold | 15000 | $143k |
| 2026-07-30 | Rossmiller Gregory Scott | SVP & CAO | Sold | 12741 | $111k |
| 2026-07-15 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sold | 4108 | $35k |
| 2026-07-15 | Rossmiller Gregory Scott | SVP & CAO | Sold | 3223 | $27k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/smhi). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.