Follow-The-Filings

Security · featured owners

NCLH Norwegian Cruise Line Hldg L

Consumer Discretionary SHS Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 4.2%
  • $926M
  • 4 add

NCLH (Norwegian Cruise Line Hldg L) is held in 5 featured 13F books as of 2026 Q2. Samantha Mclemore - Patient Capital Management is the largest tracked holder by portfolio weight (4.2%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.2% (Samantha Mclemore - Patient Capital Management) · not free-float ownership

  1. Samantha Mclemore add 4.2%
  2. John Rogers add 3.3%
  3. Seth Klarman add 3.0%
  4. Paul Singer add 1.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
John Rogers - Ariel Investments 2026 Q2 3.3% Add +5.2% 15,430,947 $326M history
Paul Singer - Elliott Investment Management 2026 Q2 1.4% Add +11.4% 14,686,000 $310M history
Seth Klarman - Baupost Group 2026 Q2 3.0% Add +112.9% 7,730,000 $163M history
Samantha Mclemore - Patient Capital Management 2026 Q2 4.2% Add +4.9% 6,029,642 $127M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% Hold 100 $2K history

SEC filings

Recent issuer filings from EDGAR · 14 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K/A 5.07
10-Q
8-K 2.02,9.01
8-K 5.02,5.07,9.01
8-K 8.01
DEFA14A
8-K 2.02,9.01
10-Q
DEFA14A
8-K 5.02,9.01
8-K 1.01,5.02,7.01,9.01
8-K 8.01
8-K 2.02,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Jun 1, 2026
4 Period May 22, 2026
4 Period May 20, 2026
4 Period May 18, 2026
4 Period May 11, 2026
4 Period May 7, 2026 · 2 forms
4 Period Apr 13, 2026 · 5 forms
4 Period Mar 26, 2026
4 Period Mar 6, 2026 · 6 forms
4 Period Mar 1, 2026 · 5 forms
4 Period Feb 24, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.55B $9.48B $9.83B
Gross profit * $3.08B $3.79B $4.19B
Gross margin * 36.0% 40.0% 42.6%
Net income $166.18M $910.26M $423.25M
Net margin * 1.9% 9.6% 4.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.31B $1.01B $1.14B
Total non-current assets * $18.18B $18.96B $21.4B
Total assets $19.49B $19.97B $22.54B
Total current liabilities $6.04B $5.78B $5.45B
Total non-current liabilities * $13.15B $12.76B $14.88B
Total equity $0.301B $1.43B $2.21B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.01B $2.05B $2.09B
Cash from investing -$2.9B -$1.23B -$3.26B
Cash from financing $0.347B -$1.03B $1.19B
Net change in cash -$544.57M -$211.65M $19.13M

ownership over time

filing count by report period · click a bar for that quarter’s holders