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Waverly Advisors, LLC

Position in VIK — Viking Holdings Ltd

CIK 1568787 BIRMINGHAM, AL

Position in VIK

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,128,551
+$586,196 QoQ
Shares Held
10,782
+46.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#296
of 606 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VIK Over Time

Shares Held

Position Value (USD)

Position in Travel Services

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $25,771,075 across 8 Travel Services names. VIK ranks #6 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 VIK
Viking Holdings Ltd
This page
10,782 $1,128,551

All Filings in VIK

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,128,551 10,782
2026-03-31 $542,355 7,381
2025-12-31 $322,273 4,513