NCLH
Norwegian Cruise Line Hldgs
4 of the 83 super-investors we track hold NCLH, worth a combined $756M per their latest 13F filings. The largest position: Samantha McLemore at 4.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #172 of 742 stocks.
Why super-investors own NCLH
NCLH is held by 4 super-investors in our cohort, with a combined position value of $756M. The highest-conviction owner is Samantha McLemore at 4.2% of their portfolio. This quarter the cohort registered 1 added.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 3.2% | 26q | $326M | 15,430,947 |
| 2 | Seth Klarman | 3.0% | 2q | $163M | 7,730,000 |
| 3 | Joel Greenblatt | 0.1% | 40q | $140M | 6,642,302 |
| 4 | Samantha McLemore | 4.2% | 19q | $127M | 6,029,642 |
Owners of NCLH also hold
Congress is trading NCLH
Congress tracker →- Lisa McClainsold$1,001 - $15,000 · 2025-10-31
- Lisa McClainsold$1,001 - $15,000 · 2025-10-30
- Lisa McClainbought$1,001 - $15,000 · 2025-10-30
- Lisa McClainbought$1,001 - $15,000 · 2025-06-17 · late
- John Rutherfordbought$15,001 - $50,000 · 2021-03-01
- Thomas Suozzisold$15,001 - $50,000 · 2021-02-10 · late
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | ADD | 3.0% | +113% | $163M | Aug 13, 2026 |
Long US equity 13F-HR filings only. CUSIP G66721104. Not investment advice.