PaperPanda Equity Terminal
NCLH —
NORWEGIAN CRUISE LINE HLDG L
CUSIP: G66721104 · Held by 3 superinvestors · Combined value: $680,818,837
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | John Rogers | 3.5% | $320,322,511 | 14,351,367 | ADD | +2,267,075 |
| 2 | Ken Griffin | 0.0% | $242,018,907 | 10,843,141 | REDUCE | -3,488,891 |
| 3 | Samantha McLemore | 4.6% | $118,477,419 | 5,308,128 | ADD | +743,257 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| John Rogers | ADD | +2,267,075 | +18.8% |
| Samantha McLemore | ADD | +743,257 | +16.3% |
| Ken Griffin | REDUCE | -3,488,891 | -24.3% |
| Lee Ainslie | SOLD | -100,561 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +100,561 | New |
| Ken Griffin | ADD | +374,035 | +2.7% |
| John Rogers | REDUCE | -285,085 | -2.3% |
| Samantha McLemore | REDUCE | -143,708 | -3.1% |
| Jim Simons | SOLD | -427,726 | Exit |
Who Owns NCLH? Superinvestor Holdings
NORWEGIAN CRUISE LINE HLDG L is held by 3 tracked superinvestors, with a combined position value of $681 million . The largest positions are held by John Rogers (3.5% of portfolio), Ken Griffin (0.0% of portfolio), Samantha McLemore (4.6% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 1 reduced or exited.