Creative Planning
Position in LIND — Lindblad Expeditions Holdings, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in LIND
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,283,649
+$688,460 QoQ
Shares Held
45,455
+32.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 224 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LIND Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $145,713,218 across 14 Travel Services names. LIND ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKNG |
Booking Holdings Inc.
|
211,757 | $37,743,567 | |
| 2 | ABNB |
Airbnb, Inc.
|
216,194 | $30,937,360 | |
| 3 | RCL |
Royal Caribbean Cruises Ltd
|
79,405 | $25,213,469 | |
| 4 | CCL |
Carnival Corp Ltd.
|
497,774 | $14,221,402 | |
| 5 | VIK |
Viking Holdings Ltd
|
131,419 | $13,755,626 | |
| 6 | EXPE |
Expedia Group, Inc.
|
43,657 | $11,170,952 | |
| 7 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
268,729 | $5,672,868 | |
| 8 | TNL |
Travel & Leisure Co.
|
20,427 | $1,561,234 |
All Filings in LIND
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,649 | 45,455 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $595,189 | 34,404 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $436,291 | 30,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $371,570 | 29,029 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $173,532 | 14,870 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||