Mackenzie Financial’s Lindblad Expeditions LIND Stock Holding History

Mackenzie 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	$7.47M	Buy	264,441 +205,105	+346%	+$4.33M	0.01%	728
2026 Q1	$1.03M	Sell	59,336 -46,637	-44%	-$828K	﹤0.01%	1076
2025 Q4	$1.53M	Sell	105,973 -21,946	-17%	-$277K	﹤0.01%	951
2025 Q3	$1.64M	Sell	127,919 -6,634	-5%	-$87.3K	﹤0.01%	909
2025 Q2	$1.57M	Buy	134,553 +58,001	+76%	+$575K	﹤0.01%	879
2025 Q1	$710K	Buy	76,552 +30,912	+68%	+$353K	﹤0.01%	1082
2024 Q4	$541K	Buy	+45,640	New	+$523K	﹤0.01%	1137
2019 Q3	–	Sell	-171,141	Closed	-$3.07M	–	1061
2019 Q2	$3.07M	Sell	171,141 -1,417	-0.8%	-$23.3K	0.01%	543
2019 Q1	$2.63M	Sell	172,558 -2,000	-1%	-$27.2K	0.01%	712
2018 Q4	$2.35M	Sell	174,558 -1,321	-0.8%	-$17.6K	0.01%	679
2018 Q3	$2.62M	Buy	+175,879	New	+$2.49M	0.01%	603
2016 Q3	–	Sell	-108,200	Closed	-$1.04M	–	778
2016 Q2	$1.04M	Buy	108,200 +900	+0.8%	+$8.82K	0.01%	591
2016 Q1	$1.07M	Buy	107,300 +1,600	+2%	+$16.1K	0.01%	493
2015 Q4	$1.17M	Buy	105,700 +1,500	+1%	+$15.9K	0.01%	512
2015 Q3	$1.02M	Buy	104,200 +28,700	+38%	+$283K	0.01%	535
2015 Q2	$797K	Buy	+75,500	New	+$826K	﹤0.01%	600

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

Mackenzie Financial's LIND Position: Q2 2026 in Review

Mackenzie Financial increased its Lindblad Expeditions (LIND) stake by 346% in Q2 2026, buying an estimated $4.33M and bringing the position to 264,441 shares worth $7.47M. The position accounts for 0.01% of the portfolio, ranked #728.

Mackenzie Financial first reported a position in LIND in Q2 2015 and has held it in 16 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Mackenzie Financial held 264,441 shares of Lindblad Expeditions worth $7.47M as of Q2 2026.
Mackenzie Financial bought 205,105 Lindblad Expeditions shares in Q2 2026, an estimated $4.33M.
Lindblad Expeditions made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #728 holding.
Mackenzie Financial first reported a position in Lindblad Expeditions in Q2 2015 and has held it in 16 quarters since.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.