Guru Ownership Trend
Guru Analysis for Norwegian Cruise Line Holdings Ltd. (NCLH)
Norwegian Cruise Line Holdings Ltd. (NCLH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $382.23 M.
Top institutional holders include John Rogers and Seth Klarman.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $118.43 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 173.8%. Conversely, Cliff Asness reduced exposure by 84.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Norwegian Cruise Line Holdings Ltd. (NCLH)
Major holders include John Rogers ($325.75 M), Seth Klarman ($163.18 M), Paul Tudor Jones ($65.61 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 26.77 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $118.43 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited NCLH. The total reported sell value was $26.01 M.
Yes, 1 managers opened new positions in NCLH, and 3 increased their existing holdings. The total reported buy value was $144.45 M.
