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LIND Lindblad Expeditions Holdings

Consumer Discretionary, filed as LINDBLAD EXPEDITIONS HLDGS I (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.8%
  • $81M
  • 1 add 1 reduce

In 2026 Q2 Polen Capital Management added to Lindblad Expeditions, while John Rogers trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.8% (John Rogers, Ariel Investments). Not free-float ownership.

  1. John Rogers Reduce 0.78%
  2. Polen Capital Management Add 0.03%

Who owns LIND

Sorted by value, long equity only, as of 2026 Q2.

History
John Rogers, Ariel Investments 0.78% Reduce −19.7% 2,762,484 $78M History
Polen Capital Management 0.03%, was <0.01% Add +12.5% 114,915 $3.2M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LIND's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LIND insider trades
  • None no insider bought on the open market
  • $5.2M sold by 5 insiders outside a trading plan
  • $44.1M sold by 3 insiders under 10b5-1 plans
  1. Sven-Olof Lindblad Director
    Planned sale
    $8.6M 240,989 shares at $35.85 2.3% of stake
    Traded Oct 20–22 Filed Oct 22
    ↗
  2. Sven-Olof Lindblad Director
    Planned sale
    $5.6M 162,685 shares at $34.51 1.5% of stake
    Traded Oct 16–19 Filed Oct 19
    ↗
  3. Michael Elliott Bisnow Director
    Sale
    $1.1M 44,642 shares at $24.21 63% of stake
    Traded Jun 17 Filed Jun 18
    ↗
  4. L. Dyson Dryden Director
    Sale
    $880K 39,946 shares at $22.04 4% of stake
    Traded Jun 4 Filed Jun 8
    ↗
  5. L. Dyson Dryden Director
    Sale
    $1.2M 52,747 shares at $23.09 5.1% of stake
    Traded May 29 Filed Jun 2
    ↗
  6. Trey Byus Chief Expedition Officer
    Sale
    $201K 10,000 shares at $20.05 9% of stake
    Traded May 21 Filed May 22
    ↗
  7. John M Fahey Jr. Director
    Sale
    $41K 2,000 shares at $20.26 1.7% of stake
    Traded May 21 Filed May 22
    ↗
  8. John M Fahey Jr. Director
    Planned sale
    $19K 1,000 shares at $19.40 0.8% of stake
    Traded May 14 Filed May 15
    ↗
  9. John M Fahey Jr. Director
    Sale
    $90K 4,500 shares at $19.90 3.7% of stake
    Traded May 11–12 Filed May 12
    ↗
  10. Trey Byus Chief Expedition Officer
    Sale
    $535K 26,460 shares at $20.23 19% of stake
    Traded May 11 Filed May 12
    ↗
  11. John M Fahey Jr. Director
    Sale
    $137K 7,768 shares at $17.66 5.9% of stake
    Traded Mar 10 Filed Mar 11
    ↗
  12. Thomas S. Smith Jr. Director
    Sale
    $984K 56,000 shares at $17.57 55% of stake
    Traded Mar 9 Filed Mar 11
    ↗
  13. Sven-Olof Lindblad Director
    Planned sale
    $493K 28,002 shares at $17.61 0.3% of stake
    Traded Feb 4 Filed Feb 5
    ↗
  14. Benjamin Bressler Founder
    Planned sale
    $4M 222,389 shares at $18.05 91% of stake
    Traded Feb 4–5 Filed Feb 5
    ↗
  15. Sven-Olof Lindblad Director
    Planned sale
    $6.2M 360,815 shares at $17.31 3.2% of stake
    Traded Feb 2–3 Filed Feb 4
    ↗

Also filed in the last 12 months, not counted as buying or selling: 20 stock grants, 13 share withholdings for taxes, 10 option exercises, 1 other transaction, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
8-K 1.01,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q FORM 10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q FORM 10-Q Filing Doc

Source: SEC EDGAR submissions, updated about 16 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $569.54M $644.73M $771.02M
Gross profit * $247.17M $301.05M $353M
Gross margin * 43.4% 46.7% 45.8%
Net income -$45.61M -$31.18M -$29.72M
Net margin * -8.0% -4.8% -3.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $244.5M $278.43M $367.88M
Total non-current assets * $586.8M $598.47M $612.08M
Total assets $831.3M $876.9M $979.96M
Total current liabilities $319.22M $392.45M $461.59M
Total non-current liabilities * $625.84M $629.99M $671.86M
Total equity -$225.06M -$253.11M -$284.53M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $25.44M $92.36M $111.58M
Cash from investing -$14.8M -$44.08M -$67.27M
Cash from financing $60.68M -$19.76M $29.56M
Net change in cash $71.32M $28.8M $73.59M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.