Capstone Investment Advisors
CUK

Capstone Investment Advisors’s Carnival PLC CUK Stock Holding History

Capstone Investment Advisors’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-125,000
Closed -$3.79M – 1632
2025
Q4 		$3.79M Buy
+125,000
New +$3.22M 0.01% 428
2019
Q4 		– Sell
-334,805
Closed -$14.1M – 1391
2019
Q3 		$14.1M Buy
+334,805
New +$15M 0.1% 216

Other funds holding CUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $622M AUM
OCAI
O'Connor Alternative Investments New York $1.17B AUM

Capstone Investment Advisors's CUK Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Carnival PLC (CUK) in Q1 2026, closing a stake of 125,000 shares — an estimated $3.79M sold.

Capstone Investment Advisors first reported a position in CUK in Q3 2019 and held it in 2 quarters. The position peaked at $14.1M in Q3 2019. 133 funds tracked by Wall St. Rank hold CUK as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Carnival PLC position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 125,000 Carnival PLC shares in Q1 2026, an estimated $3.79M.
  • Capstone Investment Advisors first reported a position in Carnival PLC in Q3 2019 and held it in 2 quarters.
  • Capstone Investment Advisors's Carnival PLC position peaked at $14.1M in Q3 2019.
  • 133 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.