Glück Conviction Score™ ⓘ
LIND
LINDBLAD EXPEDITIONS HOLDINGS, INC.
Effektiv: Neutral
Mittel
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
53,6
43 neu, 68 erhöht, 249,8M $ netto
Aktivist
26,1
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 20.03 | +17.1 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 16.18 | +45.0 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 21.67 | EMA50: 20.37 | |
| MACD-Histogramm | Bullisch | 10 % | 0.060 | Bullisch | |
| RSI(14) | Neutral | 10 % | 64.2 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 88.7 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 24.4 | +DI: 29.3 / −DI: 13.3 | |
| Z-Score(60) | Bärisch | 5 % | 2.04 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 100.0 % | Hoch 23.45 / Tief 10.60 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 82.0 % | Upper 24.57 / Mid 21.46 / Lower 18.35 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0864 | R²=0.64 / annualisiert +110.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-04 | Dryden L. Dyson | Director | Open Market Sale | -39.946 | 22,04 | -880.453,78 | -88,8% | |
| 2026-05-29 | Dryden L. Dyson | Director | Open Market Sale | -52.747 | 23,09 | -1.218.060,10 | -122,8% | |
| 2026-05-21 | FAHEY JOHN M JR | Director | Open Market Sale | -2.000 | 20,26 | -40.520,00 | -4,1% | |
| 2026-05-21 | Byus Trey | Officer, Chief Expedition Officer | Open Market Sale | -10.000 | 20,05 | -200.500,00 | -20,2% | |
| 2026-05-14 | FAHEY JOHN M JR | Director | Open Market Sale | -1.000 | 19,40 | -19.395,00 | -2,0% | |
| 2026-05-12 | FAHEY JOHN M JR | Director | Open Market Sale | -1.000 | 19,40 | -19.395,00 | -2,0% | |
| 2026-05-11 | Byus Trey | Officer, Chief Expedition Officer | Open Market Sale | -26.460 | 20,23 | -535.404,87 | -54,0% | |
| 2026-05-11 | FAHEY JOHN M JR | Director | Open Market Sale | -3.500 | 20,04 | -70.135,10 | -7,1% | |
| 2026-03-10 | FAHEY JOHN M JR | Director | Open Market Sale | -7.768 | 17,66 | -137.192,98 | -13,8% | |
| 2026-03-09 | Smith, Jr. Thomas S. | Director | Open Market Sale | -56.000 | 17,57 | -983.796,80 | -99,2% | |
| 2026-02-05 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -41.000 | 18,08 | -741.202,10 | -74,7% | |
| 2026-02-04 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -28.002 | 17,61 | -493.028,41 | -49,7% | |
| 2026-02-04 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -181.389 | 18,04 | -3.273.128,23 | -330,1% | |
| 2026-02-03 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -127.310 | 17,38 | -2.213.220,70 | -223,2% | |
| 2026-02-02 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -87.478 | 17,08 | -1.494.202,97 | -150,7% | |
| 2026-02-02 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -118.846 | 17,35 | -2.062.156,37 | -207,9% | |
| 2026-02-02 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -114.659 | 17,18 | -1.969.795,76 | -198,6% | |
| 2026-01-30 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -78.283 | 16,66 | -1.304.147,81 | -131,5% | |
| 2026-01-29 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -105.356 | 16,84 | -1.774.247,72 | -178,9% | |
| 2026-01-29 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -33.338 | 17,02 | -567.472,77 | -57,2% | |
| 2026-01-28 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -86.639 | 16,29 | -1.411.713,19 | -142,4% | |
| 2026-01-27 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -44.002 | 15,98 | -703.187,16 | -70,9% | |
| 2026-01-26 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -42.903 | 16,03 | -687.838,06 | -69,4% | |
| 2026-01-23 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -36.066 | 16,08 | -580.063,90 | -58,5% | |
| 2026-01-22 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -62.100 | 16,48 | -1.023.203,07 | -103,2% | |
| 2026-01-21 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -75.314 | 16,03 | -1.207.652,46 | -121,8% | |
| 2026-01-20 | Lindblad Sven-Olof | Director, 10% Owner | Open Market Sale | -80.520 | 15,67 | -1.261.651,78 | -127,2% | |
| 2026-01-15 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -7.311 | 17,01 | -124.360,11 | -12,5% | |
| 2026-01-14 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -94.259 | 17,08 | -1.609.943,72 | -162,3% | |
| 2026-01-12 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -222.386 | 16,08 | -3.576.456,13 | -360,6% | |
| 2026-01-09 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -69.439 | 15,03 | -1.043.668,17 | -105,2% | |
| 2026-01-07 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -29.628 | 15,04 | -445.605,12 | -44,9% | |
| 2025-12-22 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -16.123 | 15,02 | -242.167,46 | -24,4% | |
| 2025-08-28 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -21.137 | 15,01 | -317.266,37 | -32,0% | |
| 2025-08-27 | Byus Trey | Officer, Chief Expedition Officer | Open Market Sale | -16.585 | 14,88 | -246.784,80 | -24,9% | |
| 2025-08-27 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -61.495 | 15,01 | -923.039,95 | -93,1% | |
| 2025-08-25 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -24.564 | 15,02 | -368.951,28 | -37,2% | |
| 2025-08-22 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -200.700 | 14,19 | -2.847.933,00 | -287,2% | |
| 2025-08-20 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -20.877 | 14,03 | -292.904,31 | -29,5% | |
| 2025-08-19 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -809 | 14,00 | -11.326,00 | -1,1% | |
| 2025-08-05 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -167.494 | 13,05 | -2.185.796,70 | -220,4% | |
| 2025-08-05 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -167.494 | 13,05 | -2.185.796,70 | -220,4% | |
| 2025-08-04 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -7.567 | 13,05 | -98.749,35 | -10,0% | |
| 2025-07-23 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -47.325 | 13,02 | -616.171,50 | -62,1% | |
| 2025-07-23 | BRESSLER BENJAMIN | Officer, *Founder & CEO of NHA | Open Market Sale | -47.325 | 13,02 | -616.171,50 | -62,1% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| FMR LLC | 4.117.350 | 3.190 | 4.114.160 | 71.230.155 | Aufgestockt | +128970,5% | |
| BlackRock, Inc. | 3.505.597 | 3.463.059 | 42.538 | 60.646.830 | Aufgestockt | +1,2% | |
| ARIEL INVESTMENTS, LLC | 3.439.063 | 5.118.819 | -1.679.756 | 59.495.790 | Reduziert | -32,8% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.106.280 | 0 | 2.106.280 | 36.438.644 | Neu | +100,0% | |
| VANGUARD GROUP INC | 2.355.182 | 0 | 2.355.182 | 33.961.724 | Neu | +100,0% | |
| MSD Partners, L.P. | 1.635.281 | 0 | 1.635.281 | 28.290.361 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 1.529.868 | 1.482.913 | 46.955 | 26.466.716 | Aufgestockt | +3,2% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.272.909 | 879.550 | 393.359 | 22.021.326 | Aufgestockt | +44,7% | |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.185.899 | 567.906 | 617.993 | 20.516.053 | Aufgestockt | +108,8% | |
| UBS Group AG | 1.094.314 | 833.372 | 260.942 | 18.931.632 | Aufgestockt | +31,3% | |
| ROYCE & ASSOCIATES LP | 1.069.786 | 1.091.371 | -21.585 | 18.507.298 | Reduziert | -2,0% | |
| Black Diamond Financial, LLC | 1.068.362 | 1.068.362 | 0 | 18.482.663 | Unverändert | 0,0% | |
| Select Equity Group, L.P. | 1.058.055 | 0 | 1.058.055 | 18.304.352 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.018.816 | 908.796 | 110.020 | 17.630.205 | Aufgestockt | +12,1% | |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 982.348 | 1.911.106 | -928.758 | 16.994.620 | Reduziert | -48,6% | |
| GOLDMAN SACHS GROUP INC | 927.183 | 604.437 | 322.746 | 16.040.266 | Aufgestockt | +53,4% | |
| STATE STREET CORP | 869.918 | 832.968 | 36.950 | 15.049.581 | Aufgestockt | +4,4% | |
| BWCP, LP | 865.893 | 0 | 865.893 | 14.979.949 | Neu | +100,0% | |
| PINNACLE ASSOCIATES LTD | 840.323 | 909.499 | -69.176 | 14.537.588 | Reduziert | -7,6% | |
| Penn Capital Management Company, LLC | 837.284 | 947.890 | -110.606 | 14.500.334 | Reduziert | -11,7% | |
| MARSHALL WACE, LLP | 799.387 | 374.643 | 424.744 | 13.829.397 | Aufgestockt | +113,4% | |
| DIMENSIONAL FUND ADVISORS LP | 786.119 | 494.343 | 291.776 | 13.597.941 | Aufgestockt | +59,0% | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 779.085 | 865.119 | -86.034 | 13.478.170 | Reduziert | -9,9% | |
| 1060 Capital, LLC | 644.922 | 0 | 644.922 | 11.157.151 | Neu | +100,0% | |
| Nuveen, LLC | 641.129 | 163.570 | 477.559 | 11.091.532 | Aufgestockt | +292,0% | |
| MORGAN STANLEY | 635.322 | 555.079 | 80.243 | 10.991.072 | Aufgestockt | +14,5% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 584.915 | 634.039 | -49.124 | 10.119.030 | Reduziert | -7,7% | |
| BANK OF AMERICA CORP /DE/ | 546.832 | 277.793 | 269.039 | 9.460.193 | Aufgestockt | +96,8% | |
| Granahan Investment Management, LLC | 385.383 | 345.574 | 39.809 | 6.667.126 | Aufgestockt | +11,5% | |
| Russell Investments Group, Ltd. | 384.483 | 168.981 | 215.502 | 6.651.562 | Aufgestockt | +127,5% | |
| OBERWEIS ASSET MANAGEMENT INC/ | 378.721 | 306.800 | 71.921 | 6.551.873 | Aufgestockt | +23,4% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 355.189 | 320.013 | 35.176 | 6.144.770 | Aufgestockt | +11,0% | |
| Connor, Clark & Lunn Investment Management Ltd. | 342.954 | 481.390 | -138.436 | 5.933.104 | Reduziert | -28,8% | |
| Voleon Capital Management LP | 337.290 | 0 | 337.290 | 5.835.117 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 337.136 | 345.047 | -7.911 | 5.832.453 | Reduziert | -2,3% | |
| D. E. Shaw & Co., Inc. | 331.941 | 81.430 | 250.511 | 5.742.579 | Aufgestockt | +307,6% | |
| NORTHERN TRUST CORP | 314.422 | 291.380 | 23.042 | 5.439.501 | Aufgestockt | +7,9% | |
| STIFEL FINANCIAL CORP | 311.955 | 314.933 | -2.978 | 5.396.892 | Reduziert | -0,9% | |
| GC Wealth Management RIA, LLC | 297.079 | 297.089 | -10 | 5.139.467 | Reduziert | 0,0% | |
| Aperture Investors, LLC | 343.683 | 0 | 343.683 | 4.955.909 | Neu | +100,0% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 267.661 | 0 | 267.661 | 4.630.536 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 253.628 | 107.355 | 146.273 | 4.387.766 | Aufgestockt | +136,3% | |
| JPMORGAN CHASE & CO | 290.269 | 0 | 290.269 | 4.185.680 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 232.486 | 237.252 | -4.766 | 4.022.008 | Reduziert | -2,0% | |
| PANAGORA ASSET MANAGEMENT INC | 217.942 | 197.232 | 20.710 | 3.770.397 | Aufgestockt | +10,5% | |
| Intrinsic Edge Capital Management LLC | 210.000 | 0 | 210.000 | 3.633.000 | Neu | +100,0% | |
| North Star Investment Management Corp. | 204.800 | 204.800 | 0 | 3.543.040 | Unverändert | 0,0% | |
| Nicholas Investment Partners, LP | 198.716 | 46.556 | 152.160 | 3.437.787 | Aufgestockt | +326,8% | |
| Pier Capital, LLC | 192.010 | 577.479 | -385.469 | 3.321.773 | Reduziert | -66,8% | |
| Squarepoint Ops LLC | 175.676 | 150.185 | 25.491 | 3.039.195 | Aufgestockt | +17,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| FMR LLC | 4.117.350 | 3.190 | +128970,5% | 71.230.155 | 9,16 |
| BlackRock, Inc. | 3.505.597 | 3.463.059 | +1,2% | 60.646.830 | 7,80 |
| ARIEL INVESTMENTS, LLC | 3.439.063 | 5.118.819 | -32,8% | 59.495.790 | 7,65 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.106.280 | 0 | +100,0% | 36.438.644 | 4,69 |
| MSD Partners, L.P. | 1.635.281 | 0 | +100,0% | 28.290.361 | 3,64 |
| PRINCIPAL FINANCIAL GROUP INC | 1.529.868 | 1.482.913 | +3,2% | 26.466.716 | 3,40 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.272.909 | 879.550 | +44,7% | 22.021.326 | 2,83 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.185.899 | 567.906 | +108,8% | 20.516.053 | 2,64 |
| UBS Group AG | 1.094.314 | 833.372 | +31,3% | 18.931.632 | 2,44 |
| ROYCE & ASSOCIATES LP | 1.069.786 | 1.091.371 | -2,0% | 18.507.298 | 2,38 |
| Black Diamond Financial, LLC | 1.068.362 | 1.068.362 | 0,0% | 18.482.663 | 2,38 |
| Select Equity Group, L.P. | 1.058.055 | 0 | +100,0% | 18.304.352 | 2,35 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.018.816 | 908.796 | +12,1% | 17.630.205 | 2,27 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 982.348 | 1.911.106 | -48,6% | 16.994.620 | 2,19 |
| GOLDMAN SACHS GROUP INC | 927.183 | 604.437 | +53,4% | 16.040.266 | 2,06 |
| STATE STREET CORP | 869.918 | 832.968 | +4,4% | 15.049.581 | 1,94 |
| BWCP, LP | 865.893 | 0 | +100,0% | 14.979.949 | 1,93 |
| PINNACLE ASSOCIATES LTD | 840.323 | 909.499 | -7,6% | 14.537.588 | 1,87 |
| Penn Capital Management Company, LLC | 837.284 | 947.890 | -11,7% | 14.500.334 | 1,87 |
| MARSHALL WACE, LLP | 799.387 | 374.643 | +113,4% | 13.829.397 | 1,78 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 196 | 49,3 | 832 |
| 31.12.2025 | ✓ | 187 | 39,8 | 547 |
| 30.09.2025 | ✓ | 174 | 40,1 | 497 |
| 30.06.2025 | ✓ | 163 | 37,9 | 423 |
| 31.03.2025 | ✓ | 151 | 37,8 | 340 |
| 31.12.2024 | ✓ | 162 | 36,4 | 422 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| TUDOR INVESTMENT CORP ET AL | 219.574 | 3.166.257 |
| ExodusPoint Capital Management, LP | 194.597 | 2.806.089 |
| LAZARD ASSET MANAGEMENT LLC | 126.757 | 1.827.836 |
| Quent Capital, LLC | 118.500 | 1.708.770 |
| Walleye Capital LLC | 112.973 | 1.629.071 |
| SEI INVESTMENTS CO | 56.878 | 820.187 |
| CANADA PENSION PLAN INVESTMENT BOARD | 52.200 | 752.724 |
| Brevan Howard Capital Management LP | 37.409 | 539.438 |
| Graham Capital Management, L.P. | 24.763 | 357.082 |
| THOMIST CAPITAL MANAGEMENT, LP | 19.800 | 286.692 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| UBS Group AG | 833.372 | 305.704 | +57.9 % | 12.017.224 |
| GOLDMAN SACHS GROUP INC | 604.437 | 262.408 | +76.7 % | 8.715.982 |
| BlackRock, Inc. | 3.463.059 | 258.602 | +8.1 % | 49.937.311 |
| LORD, ABBETT & CO. LLC | 541.751 | 210.802 | +63.7 % | 7.812 |
| Granahan Investment Management, LLC | 345.574 | 157.777 | +84.0 % | 4.983.177 |
| BANK OF AMERICA CORP /DE/ | 277.793 | 138.956 | +100.1 % | 4.005.775 |
| ALGERT GLOBAL LLC | 685.365 | 136.509 | +24.9 % | 9.883 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 879.550 | 128.779 | +17.2 % | 12.683.111 |
| PRINCIPAL FINANCIAL GROUP INC | 1.482.913 | 122.147 | +9.0 % | 21.383.606 |
| Y-Intercept (Hong Kong) Ltd | 131.957 | 121.541 | +1166.9 % | 1.902.820 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 26.317 | -795.803 | -96.8 % | 379.492 |
| MILLENNIUM MANAGEMENT LLC | 246.633 | -587.529 | -70.4 % | 3.556.448 |
| ARIEL INVESTMENTS, LLC | 5.118.819 | -405.841 | -7.3 % | 73.813.370 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 567.906 | -274.788 | -32.6 % | 8.189.205 |
| MARSHALL WACE, LLP | 374.643 | -194.225 | -34.1 % | 5.402.352 |
| Connor, Clark & Lunn Investment Management Ltd. | 481.390 | -141.112 | -22.7 % | 6.941.644 |
| RENAISSANCE TECHNOLOGIES LLC | 94.485 | -85.858 | -47.6 % | 1.362.474 |
| JPMORGAN CHASE & CO | 290.269 | -79.068 | -21.4 % | 4.185.680 |
| D. E. Shaw & Co., Inc. | 81.430 | -65.167 | -44.5 % | 1.174.221 |
| Nuveen, LLC | 163.570 | -62.830 | -27.8 % | 2.358.680 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | Gregg R. Lemkau | Passiv (13G/A) | 4,99 % | 3.270.566 | -1,71 pp | |
| 15.05.2026 | MSD Partners, L.P. | Passiv (13G/A) | 2,49 % | 1.635.281 | -4,21 pp | |
| 15.05.2026 | MSD SIF Partners II, LLC | Passiv (13G/A) | Ausstieg | 0 | -6,70 pp | |
| 14.05.2026 | Ariel Investments, LLC | Passiv (13G/A) | 5,30 % | 3.439.063 | -4,80 pp | |
| 06.05.2026 | FMR LLC | Passiv (13G) | 6,30 % | 4.117.350 | Neu | |
| 06.05.2026 | Abigail P. Johnson | Passiv (13G) | 6,30 % | 4.117.350 | Neu | |
| 17.02.2026 | Capitol Acquisition Management 2 LLC | Passiv (13G/A) | 4,70 % | 3.005.117 | -0,80 pp | |
| 17.02.2026 | EIN MARK | Passiv (13G/A) | 5,10 % | 3.333.719 | -1,00 pp | |
| 10.02.2026 | Lindblad Sven-Olof | Aktivist (13D/A) | 16,70 % | 10.783.962 | Neu | As previously reported, the Reporting Person received 14,125,827 shares of Common Stock … |
| 14.11.2025 | Ariel Investments, LLC | Passiv (13G/A) | 10,10 % | 5.524.660 | -3,40 pp | |
| 25.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 4,90 % | 2.670.877 | Neu | |
| 14.02.2025 | EIN MARK | Passiv (13G/A) | 6,10 % | 3.324.820 | Neu | |
| 14.02.2025 | Capitol Acquisition Management 2 LLC | Passiv (13G/A) | 5,50 % | 3.005.117 | -0,10 pp | |
| 13.02.2025 | Ariel Investments, LLC | Passiv (13G/A) | 13,50 % | 7.336.722 | -1,30 pp | |
| 13.11.2024 | Ariel Investments, LLC | Passiv (13G/A) | 14,80 % | 8.053.790 | Neu | |
| 08.11.2024 | . BlackRock, Inc. | Passiv (13G) | 5,10 % | 2.752.767 | 0,00 pp | |
| 18.10.2024 | . BlackRock, Inc. | Passiv (13G) | 5,10 % | 2.752.767 | Neu | |
| 10.05.2024 | Mark D. Ein | Passiv (13G/A) | 6,20 % | 3.310.173 | -3,20 pp | |
| 10.05.2024 | Capitol Acquisition Management 2 LLC | Passiv (13G/A) | 5,60 % | 3.005.117 | -3,30 pp | |
| 14.02.2024 | ARIEL INVESTMENTS, LLC | Passiv (13G/A) | 16,10 % | 8.608.216 | +4,10 pp | |
| 13.02.2024 | MSD Partners, L.P. | Passiv (13G/A) | 6,70 % | 3.851.432 | +0,40 pp | |
| 13.02.2024 | Gregg R. Lemkau | Passiv (13G/A) | 6,70 % | 3.851.432 | Neu | |
| 13.02.2024 | MSD SIF Partners II, LLC | Passiv (13G/A) | 6,70 % | 3.851.432 | +0,40 pp | |
| 14.02.2023 | MSD SIF Partners II, LLC | Passiv (13G/A) | 6,30 % | 3.575.132 | +0,30 pp | |
| 14.02.2023 | MSD Partners, L.P. | Passiv (13G/A) | 6,30 % | 3.575.132 | +0,30 pp | |
| 14.02.2023 | ARIEL INVESTMENTS, LLC | Passiv (13G/A) | 12,00 % | 6.393.261 | +0,80 pp | |
| 14.02.2023 | Capitol Acquisition Management 2 LLC | Passiv (13G/A) | 8,90 % | 4.716.867 | -0,50 pp | |
| 14.02.2023 | Mark D. Ein | Passiv (13G/A) | 9,40 % | 5.002.516 | -0,50 pp | |
| 10.08.2022 | ARIEL INVESTMENTS, LLC | Passiv (13G) | 11,20 % | 5.680.302 | Neu | |
| 14.02.2022 | Mark D. Ein | Passiv (13G/A) | 9,90 % | 4.983.311 | -0,20 pp | |
| 14.02.2022 | Capitol Acquisition Management 2 LLC | Passiv (13G/A) | 9,40 % | 4.716.867 | -0,20 pp | |
| 22.11.2021 | Sven-Olof Lindblad | Aktivist (13D/A) | 24,70 % | 12.413.706 | Neu |
Stammdaten
Lindblad Expeditions Holdings, Inc. bietet Expeditionskreuzfahrten und landgestützte Abenteuerreiseerfahrungen an. Das Unternehmen führt Reisen durch eine Flotte von zehn eigenen Expeditionsschiffen und fünf saisonalen Charterschiffen unter der Marke Lindblad durch; und betreibt umweltbewusste Expeditionen und naturnahe Kleingruppentouristen unter der Marke Natural Habitat. Das Unternehmen bietet auch Luxusrad- und Abenteuertouren weltweit unter dem Namen DuVine an; aktive Kleingruppen und private Maßreisen in den gesamten Nationalparks der Vereinigten Staaten unter dem Namen Off the Beaten Path; und kuratierte aktive Kleingruppen und private Maßreisen, die sich auf filmische Spaziergänge unter Führung von lokalen Führern unter dem Namen Classic Journeys konzentrieren. Das Unternehmen hat eine strategische Allianz mit der National Geographic Society. Lindblad Expeditions Holdings, Inc. wurde 1979 gegründet und hat seinen Hauptsitz in New York, New York.
Unternehmen & Branche
| Name | LINDBLAD EXPEDITIONS HOLDINGS, INC. |
|---|---|
| Ticker | LIND |
| CIK | 0001512499 |
| Boerse | Nasdaq |
| Sektor | Consumer Cyclical |
| Industrie | Travel Services |
| SIC | 4700 · Transportation Services |
Wertpapier & Kennzahlen
| CUSIP | 535219109 |
|---|---|
| ISIN | US5352191093 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,25 Mrd. USD |
| Beta | 2,21 |
Bewertung
| EV/EBITDA | 15,3 |
|---|---|
| FCF-Rendite | 5,1 % vs. -8,1 % (2021) ▲ |
Qualität & Bilanz
| ROIC | -7,8 % vs. -25,3 % (2021) ▲ |
|---|---|
| Nettoverschuldung/EBITDA | 3,8 |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| EV/EBITDA | – | – | 18,6 | 14,7 | 11,1 | |
| FCF-Rendite | -8,1 % | -9,9 % | -0,8 % | 9,1 % | 8,0 % | |
| Qualität & Bilanz | ||||||
| ROIC | -25,3 % | -29,7 % | -11,4 % | -8,3 % | -7,8 % | |
| Nettoverschuldung/EBITDA | – | – | 8,1 | 6,0 | 3,8 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 6.500.000 | 0,09 | 987.182.000 | -190.125.000 | |
| 2025-12-31 | 10-K | -29.721.000 | -0,63 | 979.958.000 | -284.526.000 | |
| 2025-09-30 | 10-Q | 1.190.000 | 0,00 | 976.534.000 | -256.593.000 | |
| 2025-06-30 | 10-Q | -8.518.000 | -0,18 | 936.523.000 | -263.809.000 | |
| 2025-03-31 | 10-Q | 1.161.000 | 0,00 | 908.829.000 | -252.223.000 | |
| 2024-12-31 | 10-K | -31.179.000 | -0,67 | 876.905.000 | -253.114.000 | |
| 2024-09-30 | 10-Q | 22.515.000 | 0,36 | 889.822.000 | -226.878.000 | |
| 2024-06-30 | 10-Q | -24.667.000 | -0,48 | 858.337.000 | -255.487.000 | |
| 2024-03-31 | 10-Q | -3.979.000 | -0,10 | 868.038.000 | -227.399.000 | |
| 2023-12-31 | 10-K/A | -45.610.000 | -0,94 | 831.297.000 | -225.064.000 | |
| 2023-12-31 | 10-K | -45.610.000 | -0,94 | 831.297.000 | -225.064.000 | |
| 2023-09-30 | 10-Q | 5.638.000 | 0,08 | 851.605.000 | -198.295.000 | |
| 2023-06-30 | 10-Q | -24.470.000 | -0,48 | 853.838.000 | -204.885.000 | |
| 2023-03-31 | 10-Q | 621.000 | -0,01 | 774.268.000 | -178.142.000 | |
| 2022-12-31 | 10-K/A | -111.381.000 | -2,23 | 787.975.000 | -182.675.000 | |
| 2022-12-31 | 10-K | -111.381.000 | -2,23 | 787.975.000 | -182.675.000 | |
| 2022-09-30 | 10-Q | -8.726.000 | -0,18 | 811.530.000 | -154.780.000 | |
| 2022-06-30 | 10-Q | -28.756.000 | -0,59 | 849.306.000 | -137.878.000 | |
| 2022-03-31 | 10-Q | -41.721.000 | -0,85 | 840.635.000 | -123.405.000 | |
| 2021-12-31 | 10-K/A | -119.206.000 | -2,41 | -78.583.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Lindblad Segment | 397,4 Mio. | 278,4 Mio. | – | – | – | 69,8 % | +42,7% | |
| Landexperience | 172,1 Mio. | 143,1 Mio. | 64,3 Mio. | 12,7 Mio. | 70,7 Mio. | 30,2 % | +20,3% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 05.05.2026 | – | 0,09 |
| Q3 2025 | 30.09.2025 | 04.11.2025 | – | 0,00 |
| Q2 2025 | 30.06.2025 | 04.08.2025 | – | -0,18 |
| Q1 2025 | 31.03.2025 | 05.05.2026 | – | 0,00 |
| Q3 2024 | 30.09.2024 | 04.11.2025 | – | 0,36 |
| Q2 2024 | 30.06.2024 | 04.08.2025 | – | -0,48 |
| Q1 2024 | 31.03.2024 | 06.05.2025 | – | -0,10 |
| Q3 2023 | 30.09.2023 | 05.11.2024 | – | 0,08 |
| Q2 2023 | 30.06.2023 | 08.08.2024 | – | -0,48 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 05.05.2026 | 10-Q | 31.03.2026 | 35 Tage | SEC » |
| 26.02.2026 | 10-K | 31.12.2025 | 57 Tage | SEC » |
| 04.11.2025 | 10-Q | 30.09.2025 | 35 Tage | SEC » |
| 04.08.2025 | 10-Q | 30.06.2025 | 35 Tage | SEC » |
| 06.05.2025 | 10-Q | 31.03.2025 | 36 Tage | SEC » |
| 28.02.2025 | 10-K | 31.12.2024 | 59 Tage | SEC » |
| 05.11.2024 | 10-Q | 30.09.2024 | 36 Tage | SEC » |
| 08.08.2024 | 10-Q | 30.06.2024 | 39 Tage | SEC » |
| 01.05.2024 | 10-Q | 31.03.2024 | 31 Tage | SEC » |
| 21.03.2024 | 10-K/A | 31.12.2023 | 81 Tage | SEC » |
| 06.03.2024 | 10-K | 31.12.2023 | 66 Tage | SEC » |
| 02.11.2023 | 10-Q | 30.09.2023 | 33 Tage | SEC » |
| 27.07.2023 | 10-Q | 30.06.2023 | 27 Tage | SEC » |
| 03.05.2023 | 10-Q | 31.03.2023 | 33 Tage | SEC » |
| 10.03.2023 | 10-K | 31.12.2022 | 69 Tage | SEC » |
| 02.11.2022 | 10-Q | 30.09.2022 | 33 Tage | SEC » |
| 02.08.2022 | 10-Q | 30.06.2022 | 33 Tage | SEC » |
| 20.07.2022 | 10-Q/A | 31.03.2022 | 111 Tage | SEC » |
| 05.05.2022 | 10-Q | 31.03.2022 | 35 Tage | SEC » |
| 28.02.2022 | 10-K | 31.12.2021 | 59 Tage | SEC » |
| 02.11.2021 | 10-Q | 30.09.2021 | 33 Tage | SEC » |
| 04.08.2021 | 10-Q | 30.06.2021 | 35 Tage | SEC » |
| 30.04.2021 | 10-Q | 31.03.2021 | 30 Tage | SEC » |
| 12.03.2021 | 10-K | 31.12.2020 | 71 Tage | SEC » |
| 30.10.2020 | 10-Q | 30.09.2020 | 30 Tage | SEC » |
| 10.08.2020 | 10-Q | 30.06.2020 | 41 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (25.03.2026)
HOCH Abgang Schlüsselpersonen (25.03.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 25.03.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.09.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02(b) Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.06.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02(e) Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 10.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.07.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.06.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02(e) Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 31.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 27.12.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.06.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02(e) Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 31.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.09.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02(e) Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-11 | 1.070 | 21,10 | 22.577 |
| 2026-04-16 | 2 | 20,05 | 40 |
| 2026-03-20 | 446 | 17,63 | 7.863 |
| 2026-03-12 | 21.980 | 17,65 | 387.947 |
| 2026-03-11 | 21.980 | 17,65 | 387.947 |
| 2026-03-10 | 21.980 | 17,81 | 391.464 |
| 2026-03-09 | 21.980 | 17,84 | 392.123 |
| 2026-02-27 | 32 | 20,23 | 647 |
| 2026-02-20 | 50 | 20,49 | 1.025 |
| 2026-02-13 | 39.287 | 20,25 | 795.562 |
| 2026-02-12 | 42.838 | 20,08 | 860.187 |
| 2026-02-11 | 39.287 | 20,36 | 799.883 |
| 2026-02-10 | 220.430 | 20,17 | 4.446.073 |
| 2026-02-09 | 220.603 | 20,07 | 4.427.502 |
| 2026-02-06 | 341.907 | 18,28 | 6.250.060 |
| 2026-02-05 | 300.128 | 17,98 | 5.396.301 |
| 2026-02-04 | 118.739 | 17,45 | 2.071.996 |
| 2026-02-03 | 118.739 | 17,28 | 2.051.810 |
| 2026-02-02 | 31.261 | 16,67 | 521.121 |
| 2026-01-30 | 31.286 | 16,82 | 526.231 |
| 2026-01-21 | 421.639 | 15,64 | 6.594.434 |
| 2026-01-20 | 422.234 | 16,23 | 6.852.858 |
| 2026-01-16 | 427.369 | 16,68 | 7.128.515 |
| 2026-01-15 | 415.023 | 16,79 | 6.968.236 |
| 2026-01-14 | 320.004 | 16,96 | 5.427.268 |
| 2026-01-13 | 320.066 | 16,89 | 5.405.915 |
| 2026-01-12 | 97.807 | 15,04 | 1.471.017 |
| 2026-01-09 | 28.869 | 14,73 | 425.240 |
| 2026-01-08 | 28.869 | 14,98 | 432.458 |
| 2026-01-05 | 15.359 | 14,44 | 221.784 |
| 2026-01-02 | 15.359 | 14,42 | 221.477 |
| 2025-12-31 | 15.359 | 14,42 | 221.477 |
| 2025-12-30 | 15.359 | 14,28 | 219.327 |
| 2025-12-29 | 15.359 | 14,44 | 221.784 |
| 2025-12-26 | 15.609 | 14,58 | 227.579 |
| 2025-12-24 | 15.299 | 14,71 | 225.048 |
| 2025-12-23 | 15.299 | 14,73 | 225.354 |
| 2025-12-22 | 1.177 | 14,72 | 17.325 |