Chuck Royce's LIND Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.09 M shares of Lindblad Expeditions Holdings, Inc. (LIND) worth $15.74 M, representing 0.16% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in LIND, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 195,000 shares. Largest reduction occurred in Q4 2024, reducing 157,787 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Lindblad Expeditions Holdings (LIND) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lindblad Expeditions Holdings (LIND) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -29,072 | Reduce 2.59% | 1.09 M | $14.42 |
| Q3 2025 | -79,314 | Reduce 6.61% | 1.12 M | $12.80 |
| Q2 2025 | -49,750 | Reduce 3.98% | 1.2 M | $11.67 |
| Q1 2025 | -3,000 | Reduce 0.24% | 1.25 M | $9.27 |
| Q4 2024 | -157,787 | Reduce 11.19% | 1.25 M | $11.86 |
| Q2 2024 | +25,000 | Add 1.80% | 1.41 M | $9.65 |
| Q4 2023 | +137,426 | Add 11.01% | 1.39 M | $11.27 |
| Q3 2023 | +15,000 | Add 1.22% | 1.25 M | $7.20 |
| Q2 2023 | -4,000 | Reduce 0.32% | 1.23 M | $10.88 |
| Q1 2023 | +13,900 | Add 1.14% | 1.24 M | $9.56 |
| Q4 2022 | +159,600 | Add 15.01% | 1.22 M | $7.70 |
| Q3 2022 | +40,000 | Add 3.91% | 1.06 M | $6.76 |
| Q2 2022 | -2,300 | Reduce 0.22% | 1.02 M | $8.10 |
| Q1 2022 | +3,900 | Add 0.38% | 1.03 M | $15.08 |
| Q4 2021 | +12,800 | Add 1.27% | 1.02 M | $15.60 |
| Q3 2021 | +12,600 | Add 1.26% | 1.01 M | $14.59 |
| Q1 2021 | -41,500 | Reduce 4.00% | 996,368 | $18.90 |
| Q4 2020 | -36,000 | Reduce 3.35% | 1.04 M | $17.12 |
| Q3 2020 | +17,300 | Add 1.64% | 1.07 M | $8.51 |
| Q2 2020 | +10,200 | Add 0.97% | 1.06 M | $7.72 |
| Q1 2020 | +91,000 | Add 9.53% | 1.05 M | $4.17 |
| Q4 2019 | -88,613 | Reduce 8.49% | 955,368 | $16.35 |
| Q3 2019 | -29,232 | Reduce 2.72% | 1.04 M | $16.76 |
| Q4 2018 | +79,597 | Add 8.01% | 1.07 M | $13.46 |
| Q3 2018 | +115,290 | Add 13.13% | 993,616 | $14.87 |
| Q2 2018 | +63,310 | Add 7.77% | 878,326 | $13.25 |
| Q4 2017 | -18,584 | Reduce 2.23% | 815,016 | $9.79 |
| Q1 2017 | +100,000 | Add 13.63% | 833,600 | $8.96 |
| Q3 2016 | +100,000 | Add 15.78% | 733,600 | $9.00 |
| Q2 2016 | +195,000 | Add 44.46% | 633,600 | $9.63 |
| Q1 2016 | +136,600 | Add 45.23% | 438,600 | $9.94 |
| Q4 2015 | +302,000 | New Buy | 302,000 | $11.11 |
Chuck Royce's Lindblad Expeditions Holdings Investment FAQs
Chuck Royce first purchased Lindblad Expeditions Holdings, Inc. (LIND) in Q4 2015, acquiring 302,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Lindblad Expeditions Holdings, Inc. (LIND) for 41 quarters since Q4 2015.
Chuck Royce's largest addition to Lindblad Expeditions Holdings, Inc. (LIND) was in Q4 2015, adding 302,000 shares worth $3.36 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 1,091,371 shares of Lindblad Expeditions Holdings, Inc. (LIND), valued at approximately $15.74 M.
As of the Q4 2025 filing, Lindblad Expeditions Holdings, Inc. (LIND) represents approximately 0.16% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Lindblad Expeditions Holdings, Inc. (LIND) was 1,410,294 shares, as reported at the end of Q2 2024.