YIH
LIND icon

Y-Intercept (HK)’s Lindblad Expeditions LIND Stock Holding History

Y-Intercept (HK)’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 		$491K Buy
+17,373
New +$367K 0.01% 1323
2026
Q1 		– Sell
-131,957
Closed -$1.9M – 1846
2025
Q4 		$1.9M Buy
131,957
+121,541
+1,167% +$1.53M 0.04% 651
2025
Q3 		$133K Buy
+10,416
New +$137K ﹤0.01% 1482
2025
Q1 		– Sell
-29,407
Closed -$349K – 1437
2024
Q4 		$349K Sell
29,407
-13,317
-31% -$153K 0.02% 884
2024
Q3 		$395K Sell
42,724
-8,906
-17% -$82.7K 0.02% 892
2024
Q2 		$498K Buy
51,630
+37,537
+266% +$291K 0.03% 807
2024
Q1 		$131K Buy
+14,093
New +$130K 0.01% 1237
2022
Q4 		– Sell
-10,759
Closed -$72.7K – 1195
2022
Q3 		$72.7K Buy
+10,759
New +$93.8K 0.01% 900

Other funds holding LIND

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM