John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Lindblad Expeditions Hldgs Inc. (LIND)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,439,063 0.67 Reduce 32.82% 0.26 $17.30 $59,495,790 SEC
2025   Q4 5,118,819 0.80 Reduce 7.35% 0.06 $14.42 $73,813,370 SEC
2025   Q3 5,524,660 0.76 Reduce 19.84% 0.18 $12.80 $70,715,648 SEC
2025   Q2 6,892,053 0.91 Reduce 11.39% 0.10 $11.67 $80,430,258 SEC
2025   Q1 7,777,768 0.85 Add 6.01% 0.05 $9.27 $72,099,909 SEC
2024   Q4 7,336,722 0.94 Reduce 8.90% 0.07 $11.86 $87,013,523 SEC
2024   Q3 8,053,790 0.77 Reduce 5.97% 0.05 $9.25 $74,497,558 SEC
2024   Q2 8,565,068 0.91 Reduce 3.52% 0.03 $9.65 $82,652,906 SEC
2024   Q1 8,877,212 0.83 Add 3.12% 0.03 $9.33 $82,824,388 SEC
2023   Q4 8,608,216 0.99 Add 1.61% 0.02 $11.27 $97,014,594 SEC
2023   Q3 8,472,058 0.66 Add 13.31% 0.08 $7.20 $60,998,818 SEC
2023   Q2 7,476,765 0.78 Add 0.62% <0.01 $10.88 $81,347,203 SEC
2023   Q1 7,430,753 0.69 Add 16.23% 0.10 $9.56 $71,037,999 SEC
2022   Q4 6,393,261 0.50 Add 7.06% 0.03 $7.70 $49,228,110 SEC
2022   Q3 5,971,652 0.44 Add 32.21% 0.11 $6.76 $40,369,000 SEC
2022   Q2 4,516,707 0.37 Add 120.65% 0.20 $8.10 $36,585,000 SEC
2022   Q1 2,046,988 0.27 Add 83.68% 0.12 $15.08 $30,869,000 SEC
2021   Q4 1,114,416 0.15 Buy 0.15 $15.60 $17,385,000 SEC