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JT Stratford LLC’s Lindblad Expeditions LIND Stock Holding History

JT Stratford LLC’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
2025
Q4 		– Sell
-15,819
Closed -$202K – 320
2025
Q3 		$202K Buy
+15,819
New +$208K 0.03% 300

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

JT Stratford LLC's LIND Position: Q4 2025 in Review

JT Stratford LLC sold out of Lindblad Expeditions (LIND) in Q4 2025, closing a stake of 15,819 shares — an estimated $202K sold.

JT Stratford LLC first reported a position in LIND in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 188 funds tracked by Wall St. Rank hold LIND as of Q4 2025.

  • JT Stratford LLC reported no remaining Lindblad Expeditions position as of Q4 2025 after selling out during the quarter.
  • JT Stratford LLC sold 15,819 Lindblad Expeditions shares in Q4 2025, an estimated $202K.
  • JT Stratford LLC first reported a position in Lindblad Expeditions in Q3 2025 and held it in 1 quarter.
  • JT Stratford LLC's Lindblad Expeditions position peaked at $202K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2025.

Based on JT Stratford LLC's 13F filing for Q4 2025, filed 12 Feb 2026.