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Orvieto Partners’s Lindblad Expeditions LIND Stock Holding History

Orvieto 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
Q2 		– Sell
-13,780
Closed -$238K – 49
2026
Q1 		$238K Hold
13,780
– – 0.2% 42
2025
Q4 		$199K Buy
+13,780
New +$174K 0.16% 44

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Orvieto Partners's LIND Position: Q2 2026 in Review

Orvieto Partners sold out of Lindblad Expeditions (LIND) in Q2 2026, closing a stake of 13,780 shares — an estimated $238K sold.

Orvieto Partners first reported a position in LIND in Q4 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2026. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Orvieto Partners reported no remaining Lindblad Expeditions position as of Q2 2026 after selling out during the quarter.
  • Orvieto Partners sold 13,780 Lindblad Expeditions shares in Q2 2026, an estimated $238K.
  • Orvieto Partners first reported a position in Lindblad Expeditions in Q4 2025 and held it in 2 quarters.
  • Orvieto Partners's Lindblad Expeditions position peaked at $238K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Orvieto Partners's 13F filing for Q2 2026, filed 13 Aug 2026.