Position in CCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$86,967
New position
Shares Held
3,044
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#713
of 1,013 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Planning Strategies Inc. holds $177,767 across 7 Travel Services names. CCL ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCL |
Carnival Corp Ltd.
This page
|
3,044 | $86,967 | |
| 2 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
1,761 | $37,174 | |
| 3 | RCL |
Royal Caribbean Cruises Ltd
|
111 | $35,245 | |
| 4 | BKNG |
Booking Holdings Inc.
|
45 | $8,020 | |
| 5 | VIK |
Viking Holdings Ltd
|
49 | $5,128 | |
| 6 | ABNB |
Airbnb, Inc.
|
33 | $4,722 | |
| 7 | EXPE |
Expedia Group, Inc.
|
2 | $511 |
All Filings in CCL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,967 | 3,044 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||