Creative Planning

Position in CCL — Carnival Corp Ltd.

CIK 1540235 OVERLAND PARK, KS

Back to CCL Full portfolio

Position in CCL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$9,250,262

+$1,690,483 QoQ

Shares Held

357,429

+44.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.3723816478237636.ToString("F0")% Shared 0.ToString("F0")% None 99.62761835217624.ToString("F0")%

Common Shares in CCL Over Time

Shares Held

Position Value (USD)

Derivatives in CCL

reported options exposure · as of Sep 30, 2023

CallValue

$34,300

CallShares

2,500

PutValue

PutShares

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 Mar 31, 2026

Creative Planning holds $78,662,114 across 15 Travel Services names. CCL ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABNB	Airbnb, Inc.	183,441	$23,164,929
2	RCL	Royal Caribbean Cruises Ltd	67,991	$18,709,762
3	CCL	Carnival Corp Ltd. This page	357,429	$9,250,262
4	EXPE	Expedia Group, Inc.	35,369	$8,166,348
5	VIK	Viking Holdings Ltd	90,220	$6,629,365
6	NCLH	Norwegian Cruise Line Holdings Ltd.	268,703	$5,024,746
7	BKNG	Booking Holdings Inc.	11,919	$2,007,311
8	TNL	Travel & Leisure Co.	24,967	$1,727,466

All Filings in CCL

Export CSV

39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,250,262	357,429	+44.4%	Shares	Sole	2026-05-12
2025-12-31	$7,559,779	247,537	-24.3%	Shares	Sole	2026-02-17
2025-09-30	$9,459,669	327,211	+22.6%	Shares	Defined	2025-11-14
2025-06-30	$7,502,077	266,788	-39.7%	Shares	Sole	2025-08-08
2025-03-31	$8,639,407	442,366	+7.9%	Shares	Sole	2025-05-15
2024-12-31	$10,218,295	410,044	-18.9%	Shares	Defined	2025-02-14
2024-09-30	$9,338,959	505,355	-1.0%	Shares	Defined	2024-10-11
2024-06-30	$9,553,955	510,361	+20.4%	Shares	Defined	2024-08-15
2024-03-31	$6,928,650	424,030	+2.3%	Shares	Defined	2024-05-13
2023-12-31	$7,685,366	414,529	+8.3%	Shares	Defined	2024-02-14
2023-09-30	$5,250,903	382,719	+15208.8%	Shares	Defined	2023-11-16
2023-09-30	$34,300	2,500	-99.3%	Call	Sole	2023-11-16
2023-06-30	$6,745,489	358,231	+7064.6%	Shares	Sole	2023-07-21
2023-06-30	$94,150	5,000	-98.5%	Call	Sole	2023-07-21
2023-03-31	$3,417,453	336,695	+10.4%	Shares	Sole	2023-05-15
2022-12-31	$2,458,187	304,986	+20232.4%	Shares	Sole	2023-02-10
2022-09-30	$10,545	1,500	-99.5%	Call	Sole	2022-11-03
2022-09-30	$2,208,249	314,118	-15.6%	Shares	Sole	2022-11-03
2022-06-30	$3,218,362	372,065	+24704.3%	Shares	Sole	2022-08-15
2022-06-30	$12,975	1,500	-99.5%	Call	Sole	2022-08-15
2022-03-31	$5,577,323	275,832	+1943.2%	Shares	Sole	2022-05-16
2022-03-31	$272,970	13,500	-91.6%	Call	Sole	2022-05-16
2021-12-31	$3,238,253	160,947	-45.6%	Shares	Sole	2022-02-11
2021-09-30	$7,392,705	295,590	+12.8%	Shares	Sole	2021-11-10
2021-06-30	$6,908,507	262,083	+2030.8%	Shares	Sole	2021-08-04
2021-03-31	$326,442	12,300	-96.5%	Call	Sole	2021-04-30
2021-03-31	$9,319,547	351,151	+28.8%	Shares	Sole	2021-04-30
2020-12-31	$5,907,483	272,737	+18082.5%	Shares	Sole	2021-01-29
2020-12-31	$32,490	1,500	+66.7%	Put	Sole	2021-01-29
2020-12-31	$19,494	900	-40.0%	Call	Sole	2021-01-29
2020-09-30	$22,770	1,500	-99.3%	Put	Sole	2020-11-05
2020-09-30	$3,214,152	211,736	+30148.0%	Shares	Sole	2020-11-05
2020-09-30	$10,626	700	-99.6%	Call	Sole	2020-11-05
2020-06-30	$3,196,399	194,665	+5461.9%	Shares	Sole	2020-07-23
2020-06-30	$57,470	3,500	+40.0%	Put	Sole	2020-07-23
2020-06-30	$41,050	2,500	+316.7%	Call	Sole	2020-07-23
2020-03-31	$7,902	600	-99.0%	Put	Sole	2020-05-05
2020-03-31	$811,746	61,636	+61536.0%	Shares	Sole	2020-05-05
2020-03-31	$1,317	100	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.