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Formula Growth’s Lindblad Expeditions LIND Stock Holding History

Formula Growth’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
Q1 		$962K Sell
55,591
-348,000
-86% -$6.18M 0.43% 82
2025
Q4 		$5.82M Sell
403,591
-13,112
-3% -$165K 2.24% 5
2025
Q3 		$5.33M Hold
416,703
– – 1.9% 8
2025
Q2 		$4.86M Buy
416,703
+25,928
+7% +$257K 1.84% 9
2025
Q1 		$3.62M Hold
390,775
– – 1.47% 12
2024
Q4 		$4.63M Sell
390,775
-20,000
-5% -$229K 1.57% 15
2024
Q3 		$3.8M Sell
410,775
-112,628
-22% -$1.05M 1.3% 26
2024
Q2 		$5.05M Hold
523,403
– – 1.84% 10
2024
Q1 		$4.88M Hold
523,403
– – 1.56% 16
2023
Q4 		$5.9M Buy
523,403
+406,000
+346% +$3.15M 1.89% 5
2023
Q3 		$845K Buy
+117,403
New +$1.12M 0.29% 108

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Formula Growth's LIND Position: Q1 2026 in Review

Formula Growth reduced its Lindblad Expeditions (LIND) stake by 86% in Q1 2026, selling an estimated $6.18M and leaving 55,591 shares worth $962K. The position accounts for 0.43% of the portfolio, ranked #82.

Formula Growth first reported a position in LIND in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.9M in Q4 2023. 199 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

  • Formula Growth held 55,591 shares of Lindblad Expeditions worth $962K as of Q1 2026.
  • Formula Growth sold 348,000 Lindblad Expeditions shares in Q1 2026, an estimated $6.18M.
  • Lindblad Expeditions made up 0.43% of Formula Growth's portfolio in Q1 2026, its #82 holding.
  • Formula Growth first reported a position in Lindblad Expeditions in Q3 2023 and has held it in 11 quarters since.
  • Formula Growth's Lindblad Expeditions position peaked at $5.9M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

Based on Formula Growth's 13F filing for Q1 2026, filed 14 May 2026.