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Baker Avenue Asset Management, LP

Position in CCL — Carnival Corp Ltd.

CIK 1432529 SAN FRANCISCO, CA

Position in CCL

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$676,566
+$99,261 QoQ
Shares Held
23,681
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#456
of 1,014 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority Sole 31% Shared 0% None 69%

Common Shares in CCL Over Time

Shares Held

Position Value (USD)

Derivatives in CCL

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$165,500
PutShares
50,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Travel Services

Consumer Cyclical · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $20,170,197 across 7 Travel Services names. CCL ranks #5 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 CCL
Carnival Corp Ltd.
This page
23,681 $676,566

All Filings in CCL

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $676,566 23,681
2026-03-31 $577,305 22,307
2025-12-31 $631,078 20,664
2025-09-30 $337,003 11,657
2025-09-30 $165,500 50,000
2025-06-30 $321,214 11,423
2023-09-30 $15,050 1,097
2023-06-30 $24,460 1,299
2023-03-31 $10,748 1,059
2022-12-31 $8,906 1,105
2022-06-30 $341,363 39,464
2022-03-31 $1,837,694 90,885
2021-12-31 $1,730,561 86,012
2021-09-30 $1,687,249 67,463
2021-06-30 $1,601,818 60,767
2021-03-31 $1,712,387 64,521