John Rogers's NCLH Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 14.35 M shares of Norwegian Cruise Line Holdings Ltd. (NCLH) worth $320.32 M, representing 3.46% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in NCLH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 5.08 M shares. Largest reduction occurred in Q4 2024, reducing 1.32 M shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Norwegian Cruise Line Holdings (NCLH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Norwegian Cruise Line Holdings (NCLH) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.27 M | Add 18.76% | 14.35 M | $22.32 |
| Q3 2025 | -285,085 | Reduce 2.30% | 12.08 M | $24.63 |
| Q2 2025 | +3.29 M | Add 36.21% | 12.37 M | $20.28 |
| Q1 2025 | +5.08 M | Add 126.82% | 9.08 M | $18.96 |
| Q4 2024 | -1.32 M | Reduce 24.74% | 4 M | $25.73 |
| Q3 2024 | -361,868 | Reduce 6.37% | 5.32 M | $20.51 |
| Q2 2024 | -169,141 | Reduce 2.89% | 5.68 M | $18.79 |
| Q1 2024 | -420,698 | Reduce 6.71% | 5.85 M | $20.93 |
| Q4 2023 | +212,011 | Add 3.50% | 6.27 M | $20.04 |
| Q3 2023 | -563,578 | Reduce 8.51% | 6.06 M | $16.48 |
| Q2 2023 | -181,433 | Reduce 2.67% | 6.62 M | $21.77 |
| Q1 2023 | -165,662 | Reduce 2.38% | 6.8 M | $13.45 |
| Q4 2022 | -166,703 | Reduce 2.34% | 6.97 M | $12.24 |
| Q3 2022 | +729,479 | Add 11.39% | 7.14 M | $11.36 |
| Q2 2022 | +2.88 M | Add 81.58% | 6.41 M | $11.12 |
| Q1 2022 | +1.88 M | Add 113.53% | 3.53 M | $21.88 |
| Q4 2021 | +389,870 | Add 30.88% | 1.65 M | $20.74 |
| Q3 2021 | +30,775 | Add 2.50% | 1.26 M | $26.71 |
| Q2 2021 | +39,256 | Add 3.29% | 1.23 M | $29.41 |
| Q1 2021 | +61,800 | Add 5.47% | 1.19 M | $27.59 |
| Q4 2020 | +159,110 | Add 16.37% | 1.13 M | $25.43 |
| Q2 2020 | +303,664 | Add 45.46% | 971,672 | $16.43 |
| Q1 2020 | +668,008 | New Buy | 668,008 | $10.96 |
John Rogers's Norwegian Cruise Line Holdings Investment FAQs
John Rogers first purchased Norwegian Cruise Line Holdings Ltd. (NCLH) in Q1 2020, acquiring 668,008 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Norwegian Cruise Line Holdings Ltd. (NCLH) for 24 quarters since Q1 2020.
John Rogers's largest addition to Norwegian Cruise Line Holdings Ltd. (NCLH) was in Q1 2025, adding 9,081,170 shares worth $172.18 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 14,351,367 shares of Norwegian Cruise Line Holdings Ltd. (NCLH), valued at approximately $320.32 M.
As of the Q4 2025 filing, Norwegian Cruise Line Holdings Ltd. (NCLH) represents approximately 3.46% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Norwegian Cruise Line Holdings Ltd. (NCLH) was 14,351,367 shares, as reported at the end of Q4 2025.