Concurrent Investment Advisors, LLC

Position in CCL — Carnival Corp Ltd.

CIK 2001015 Tampa, FL

Position in CCL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,442,127

+$1,179,472 QoQ

Shares Held

330,491

+3.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#179

of 1,013 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $16,744,812 across 5 Travel Services names. CCL ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCL	Carnival Corp Ltd. This page	330,491	$9,442,127
2	BKNG	Booking Holdings Inc.	17,055	$3,039,883
3	RCL	Royal Caribbean Cruises Ltd	5,463	$1,734,666
4	EXPE	Expedia Group, Inc.	6,117	$1,565,217
5	ABNB	Airbnb, Inc.	6,729	$962,919

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,442,127	330,491	+3.5%	Shares	Sole	2026-07-27
2026-03-31	$8,262,655	319,268	+3.5%	Shares	Sole	2026-04-21
2025-12-31	$9,421,131	308,485	+1089.3%	Shares	Sole	2026-01-29
2025-09-30	$749,896	25,939	+23.7%	Shares	Sole	2025-10-27
2025-06-30	$589,592	20,967	+46.1%	Shares	Sole	2025-07-25
2025-03-31	$280,372	14,356	+74.1%	Shares	Sole	2025-04-29
2024-12-31	$205,490	8,246	-38.6%	Shares	Sole	2025-02-03
2024-03-31	$219,462	13,431	-7.3%	Shares	Sole	2024-05-07
2023-12-31	$268,663	14,491	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.