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Petrus Trust Company’s Lindblad Expeditions LIND Stock Holding History

Petrus Trust Company’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
-10,952
Closed -$140K – 104
2025
Q3 		$140K Sell
10,952
-4,549
-29% -$59.9K 0.02% 139
2025
Q2 		$181K Buy
15,501
+4,976
+47% +$49.3K 0.02% 468
2025
Q1 		$97.6K Sell
10,525
-23,608
-69% -$269K 0.01% 568
2024
Q4 		$405K Buy
+34,133
New +$391K 0.04% 321

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Petrus Trust Company's LIND Position: Q4 2025 in Review

Petrus Trust Company sold out of Lindblad Expeditions (LIND) in Q4 2025, closing a stake of 10,952 shares — an estimated $140K sold.

Petrus Trust Company first reported a position in LIND in Q4 2024 and held it in 4 quarters. The position peaked at $405K in Q4 2024. 188 funds tracked by Wall St. Rank hold LIND as of Q4 2025.

  • Petrus Trust Company reported no remaining Lindblad Expeditions position as of Q4 2025 after selling out during the quarter.
  • Petrus Trust Company sold 10,952 Lindblad Expeditions shares in Q4 2025, an estimated $140K.
  • Petrus Trust Company first reported a position in Lindblad Expeditions in Q4 2024 and held it in 4 quarters.
  • Petrus Trust Company's Lindblad Expeditions position peaked at $405K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.