Sims Investment Management’s Carnival Corporation Ltd CCL Stock Holding History

Sims Investment Management’s Portfolio CCL Stock Details CCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.39M	Buy	56,785 +586	+1%	+$15K	0.44%	20
2026 Q2	$1.61M	Sell	56,199 -100	-0.2%	-$2.73K	0.5%	19
2026 Q1	$1.46M	Buy	56,299 +470	+0.8%	+$13.7K	0.54%	18
2025 Q4	$1.71M	Sell	55,829 -1,633	-3%	-$45.5K	0.6%	18
2025 Q3	$1.66M	Sell	57,462 -1,564	-3%	-$47.2K	0.6%	18
2025 Q2	$1.66M	Sell	59,026 -297	-0.5%	-$6.36K	0.67%	17
2025 Q1	$1.16M	Buy	59,323 +5,828	+11%	+$139K	0.52%	19
2024 Q4	$1.33M	Buy	+53,495	New	+$1.25M	0.75%	18

Other funds holding CCL

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PCM

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Sims Investment Management's CCL Position: Q3 2026 in Review

Sims Investment Management increased its Carnival Corporation Ltd (CCL) stake by 1% in Q3 2026, buying an estimated $15K and bringing the position to 56,785 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #20.

Sims Investment Management first reported a position in CCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 86 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

Sims Investment Management held 56,785 shares of Carnival Corporation Ltd worth $1.39M as of Q3 2026.
Sims Investment Management bought 586 Carnival Corporation Ltd shares in Q3 2026, an estimated $15K.
Carnival Corporation Ltd made up 0.44% of Sims Investment Management's portfolio in Q3 2026, its #20 holding.
Sims Investment Management first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 8 quarters since.
Sims Investment Management's Carnival Corporation Ltd position peaked at $1.71M in Q4 2025.
86 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.