Tectonic Advisors 13F: Adds $894K to Navigator (NVGS) Stake

Tectonic Advisors raised its investment in Navigator Holdings Ltd. (NYSE: NVGS) during the third quarter, boosting its holdings by 38,571 shares. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the firm ended the period with 118,973 shares of the shipping company.

NVGS Navigator Holdings Ltd.

$21.17 ▲ +23.22% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Tectonic Advisors's Navigator Holdings Ltd. Position

Tectonic Advisors expanded its stake by 47.9% compared to the previous period. The reported value of the holding reached $2,757,789 at the close of the filing window. The fund held 80,402 shares prior to the adjustment.

Other Institutional Activity in Navigator Holdings Ltd.

Other large institutional investors adjusted their positions in Navigator Holdings around the same reporting cycle. Acadian Asset Management LLC grew its holdings by 251,288 shares, ending with 1,944,607 shares worth about $41.2 million. First Manhattan Co. LLC reduced its stake by 170,714 shares, leaving it with 1,155,737 shares valued at roughly $24.5 million. First Eagle Investment Management, LLC grew its holdings by 250,191 shares, ending with 1,030,819 shares worth about $21.8 million. Royce & Associates LP grew its holdings by 143,008 shares, ending with 1,007,624 shares worth about $21.3 million. Two Sigma Investments, LP grew its holdings by 507,903 shares, ending with 947,189 shares worth about $20.1 million.

Navigator Holdings Ltd. Stock Down 0.9%

Navigator Holdings shares recently traded around $21.17 as of October 23, 2026, matching the closing price of $21.17 on October 22, 2026. The stock trades below its 50-day moving average of $22.77 and slightly above its 200-day moving average of $21.09. Over the past 52 weeks, the shares have moved between a low of $15.64 and a high of $25.48.

Recent Earnings

Navigator Holdings reported trailing twelve month revenue of $614.5 million alongside earnings of $2.16 per share. The company maintains a net profit margin of 22.8% and a return on equity of 11.7%. The next earnings release is scheduled for November 3, 2026.

Dividend

Navigator Holdings pays an annual dividend of $0.28 per share, giving the stock a dividend yield of 1.32%. The company allocates 12.0% of its earnings toward dividend payments.

Insider Buying and Selling at Navigator Holdings Ltd.

Company insiders completed multiple transactions in mid-2026, including Chief Commercial Officer Oeyvind Lindeman and Director Stokes Peter George Charles Andrew buying and selling shares.

About Navigator Holdings Ltd.

Navigator Holdings Ltd. owns and operates a large fleet of specialized liquefied gas carriers. Headquartered in London, the company transports petrochemical gases, liquefied petroleum gases, and ammonia worldwide for major energy firms and commodity traders, while also offering ship-to-shore infrastructure and consulting services.

Bottom Line

Institutional interest in Navigator Holdings remains active as the company approaches its next earnings report on November 3, 2026. Investors continue to monitor how shifting freight rates and global energy demand impact the firm's fleet operations.