Forest Avenue Capital Management’s Royal Caribbean RCL Stock Holding History

Forest Avenue Capital Management’s Portfolio RCL Stock Details RCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-289,860	Closed	-$80.8M	–	33
2025 Q4	$80.8M	Buy	+289,860	New	+$81.9M	5.33%	7
2025 Q3	–	Sell	-278,832	Closed	-$87.3M	–	26
2025 Q2	$87.3M	Sell	278,832 -4,295	-2%	-$1.02M	6.81%	6
2025 Q1	$58.2M	Buy	283,127 +117,768	+71%	+$27.8M	7.94%	5
2024 Q4	$38.1M	Sell	165,359 -60,552	-27%	-$13.4M	3.49%	14
2024 Q3	$40.1M	Buy	225,911 +6,140	+3%	+$995K	4.86%	9
2024 Q2	$35M	Buy	+219,771	New	+$31.6M	4.85%	10

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forest Avenue Capital Management's RCL Position: Q1 2026 in Review

Forest Avenue Capital Management sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 289,860 shares — an estimated $80.8M sold.

Forest Avenue Capital Management first reported a position in RCL in Q2 2024 and held it in 6 quarters. The position peaked at $87.3M in Q2 2025. 1,170 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Forest Avenue Capital Management reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
Forest Avenue Capital Management sold 289,860 Royal Caribbean shares in Q1 2026, an estimated $80.8M.
Forest Avenue Capital Management first reported a position in Royal Caribbean in Q2 2024 and held it in 6 quarters.
Forest Avenue Capital Management's Royal Caribbean position peaked at $87.3M in Q2 2025.
1,170 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Forest Avenue Capital Management's 13F filing for Q1 2026, filed 14 May 2026.