Summitry LLC’s Lindblad Expeditions LIND Stock Holding History

Summitry LLC’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	-12,000	Closed	-$208K	–	359
2026 Q1	$208K	Buy	+12,000	New	+$213K	0.01%	277

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Summitry LLC's LIND Position: Q2 2026 in Review

Summitry LLC sold out of Lindblad Expeditions (LIND) in Q2 2026, closing a stake of 12,000 shares — an estimated $208K sold.

Summitry LLC first reported a position in LIND in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Summitry LLC reported no remaining Lindblad Expeditions position as of Q2 2026 after selling out during the quarter.
Summitry LLC sold 12,000 Lindblad Expeditions shares in Q2 2026, an estimated $208K.
Summitry LLC first reported a position in Lindblad Expeditions in Q1 2026 and held it in 1 quarter.
Summitry LLC's Lindblad Expeditions position peaked at $208K in Q1 2026.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.