NIP
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Nicholas Investment Partners’s Lindblad Expeditions LIND Stock Holding History

Nicholas Investment Partners’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 		$3.44M Buy
198,716
+152,160
+327% +$2.7M 0.25% 130
2025
Q4 		$671K Sell
46,556
-2,079
-4% -$26.2K 0.05% 188
2025
Q3 		$623K Sell
48,635
-35,158
-42% -$463K 0.05% 195
2025
Q2 		$978K Sell
83,793
-8,479
-9% -$84K 0.09% 184
2025
Q1 		$855K Buy
+92,272
New +$1.05M 0.09% 164
2021
Q4 		– Sell
-35,412
Closed -$517K – 206
2021
Q3 		$517K Sell
35,412
-100,221
-74% -$1.41M 0.04% 184
2021
Q2 		$2.17M Buy
135,633
+22,033
+19% +$373K 0.14% 153
2021
Q1 		$2.15M Buy
+113,600
New +$2.07M 0.15% 140
2016
Q3 		– Sell
-107,125
Closed -$1.03M – 315
2016
Q2 		$1.03M Buy
107,125
+12,557
+13% +$123K 0.07% 284
2016
Q1 		$940K Buy
+94,568
New +$954K 0.07% 284

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return