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Round Rock Advisors’s Lindblad Expeditions LIND Stock Holding History

Round Rock Advisors’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 		$1.12M Buy
39,749
+7,682
+24% +$162K 0.14% 105
2026
Q1 		$555K Buy
+32,067
New +$570K 0.08% 183

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

Round Rock Advisors's LIND Position: Q2 2026 in Review

Round Rock Advisors increased its Lindblad Expeditions (LIND) stake by 24% in Q2 2026, buying an estimated $162K and bringing the position to 39,749 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #105.

Round Rock Advisors first reported a position in LIND in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Round Rock Advisors held 39,749 shares of Lindblad Expeditions worth $1.12M as of Q2 2026.
  • Round Rock Advisors bought 7,682 Lindblad Expeditions shares in Q2 2026, an estimated $162K.
  • Lindblad Expeditions made up 0.14% of Round Rock Advisors's portfolio in Q2 2026, its #105 holding.
  • Round Rock Advisors first reported a position in Lindblad Expeditions in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.