Applied Finance Capital Management, LLC

Position in CCL — Carnival Corp Ltd.

CIK 1966007 SAN JUAN, PR

Position in CCL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$885,955

+$431,994 QoQ

Shares Held

31,010

+76.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#419

of 1,013 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $9,946,833 across 4 Travel Services names. CCL ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKNG	Booking Holdings Inc.	41,555	$7,406,763
2	EXPE	Expedia Group, Inc.	5,577	$1,427,042
3	CCL	Carnival Corp Ltd. This page	31,010	$885,955
4	TNL	Travel & Leisure Co.	2,971	$227,073

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,955	31,010	+76.8%	Shares	Sole	2026-07-28
2026-03-31	$453,961	17,541	-5.5%	Shares	Sole	2026-05-04
2025-12-31	$566,700	18,556	-19.8%	Shares	Sole	2026-02-05
2025-09-30	$668,485	23,123	-33.5%	Shares	Sole	2025-11-06
2025-06-30	$978,266	34,789	+1.8%	Shares	Sole	2025-07-29
2024-06-30	$639,943	34,185	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.