Position in PANL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$197,905
+$37,430 QoQ
Shares Held
30,447
+34.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 159 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PANL Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Creative Planning holds $19,973,761 across 13 Marine Shipping names. PANL ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
33,889 | $6,514,482 | |
| 2 | KEX |
Kirby Corp
|
26,712 | $3,632,029 | |
| 3 | HSHP |
Himalaya Shipping Ltd.
|
244,464 | $3,266,038 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
65,826 | $1,631,168 | |
| 5 | DAC |
Danaos Corp
|
10,758 | $1,316,456 | |
| 6 | HOS |
Hornbeck Offshore Services, Inc.
|
99,473 | $869,394 | |
| 7 | SFL |
SFL Corp Ltd.
|
76,292 | $778,178 | |
| 8 | GSL |
Global Ship Lease, Inc.
|
16,751 | $629,837 |
All Filings in PANL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,905 | 30,447 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $160,475 | 22,666 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $131,297 | 19,084 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $113,609 | 22,364 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $108,541 | 23,094 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $56,596 | 11,890 | Shares | Sole | 2025-05-15 | |
| 2020-09-30 | $142,450 | 55,000 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $138,050 | 55,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $110,000 | 55,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||