Black Diamond Financial’s Lindblad Expeditions LIND Stock Holding History

Black Diamond Financial’s Portfolio LIND Stock Details LIND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.1M	Sell	959,964 -108,398	-10%	-$2.29M	2.39%	11
2026 Q1	$18.5M	Hold	1,068,362	–	–	2.02%	14
2025 Q4	$15.4M	Hold	1,068,362	–	–	1.62%	19
2025 Q3	$13.7M	Buy	1,068,362 +127,950	+14%	+$1.68M	1.53%	20
2025 Q2	$11M	Sell	940,412 -500	-0.1%	-$4.96K	1.7%	18
2025 Q1	$8.72M	Hold	940,912	–	–	1.31%	21
2024 Q4	$11.2M	Buy	940,912 +36,460	+4%	+$418K	1.67%	16
2024 Q3	$8.37M	Hold	904,452	–	–	1.42%	18
2024 Q2	$8.73M	Hold	904,452	–	–	1.69%	15
2024 Q1	$10.2M	Hold	904,452	–	–	2.76%	9
2023 Q4	$10.2M	Hold	904,452	–	–	2.75%	9
2023 Q3	$6.51M	Hold	904,452	–	–	2%	15
2023 Q2	$9.84M	Buy	904,452 +863,952	+2,133%	+$8.87M	2.91%	8
2023 Q1	$387K	Buy	+40,500	New	+$407K	0.13%	70
2021 Q2	–	Sell	-10,000	Closed	-$189K	–	87
2021 Q1	$189K	Hold	10,000	–	–	0.08%	82
2020 Q4	$171K	Sell	10,000 -4,350	-30%	-$49.8K	0.08%	77
2020 Q3	$122K	Hold	14,350	–	–	0.07%	74
2020 Q2	$111K	Hold	14,350	–	–	0.07%	66
2020 Q1	$72K	Buy	+14,350	New	+$184K	0.05%	70
2019 Q4	–	Sell	-14,350	Closed	-$241K	–	68
2019 Q3	$241K	Buy	+14,350	New	+$261K	0.18%	61
2019 Q1	–	Sell	-1,033,571	Closed	-$13.7M	–	57
2018 Q4	$13.7M	Buy	+1,033,571	New	+$13.8M	10.77%	1

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Black Diamond Financial's LIND Position: Q2 2026 in Review

Black Diamond Financial reduced its Lindblad Expeditions (LIND) stake by 10% in Q2 2026, selling an estimated $2.29M and leaving 959,964 shares worth $27.1M. The position accounts for 2.39% of the portfolio, ranked #11.

Black Diamond Financial first reported a position in LIND in Q4 2018 and has held it in 21 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Black Diamond Financial held 959,964 shares of Lindblad Expeditions worth $27.1M as of Q2 2026.
Black Diamond Financial sold 108,398 Lindblad Expeditions shares in Q2 2026, an estimated $2.29M.
Lindblad Expeditions made up 2.39% of Black Diamond Financial's portfolio in Q2 2026, its #11 holding.
Black Diamond Financial first reported a position in Lindblad Expeditions in Q4 2018 and has held it in 21 quarters since.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.