Root Financial Partners, LLC

Position in CCL — Carnival Corp Ltd.

CIK 1977181 ENCINITAS, CA

Position in CCL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$328,840

+$66,133 QoQ

Shares Held

11,510

+13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#569

of 1,013 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,679,886 across 5 Travel Services names. CCL ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABNB	Airbnb, Inc.	2,836	$405,831
2	BKNG	Booking Holdings Inc.	1,944	$346,498
3	CCL	Carnival Corp Ltd. This page	11,510	$328,840
4	RCL	Royal Caribbean Cruises Ltd	953	$302,606
5	VIK	Viking Holdings Ltd	2,829	$296,111

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,840	11,510	+13.4%	Shares	Sole	2026-07-29
2026-03-31	$262,707	10,151	+57.0%	Shares	Sole	2026-04-24
2025-12-31	$197,502	6,467	+51.1%	Shares	Sole	2026-02-10
2025-09-30	$123,734	4,280	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.