What smart money is saying about Lindblad Expeditions
LIND
No fund has written a full thesis on Lindblad Expeditions in our archive, but 3 fund letters report a position in it, most recently ClearBridge Investments SMID Cap Growth Strategy in September 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Lindblad Expeditions, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- New positionClearBridge Investments SMID Cap Growth StrategySeptember 2026
“Portfolio Highlights The ClearBridge SMID Cap Growth Strategy outperformed its Russell 2500 Growth Index benchmark during the third quarter. On an absolute basis, the Strategy had positive contributions from two of the nine sectors in which it was invested: health care and energy. Meanwhile, the industrials sector detracted the most. On a relative basis, overall stock selection contributed to performance, while overall sector allocation detracted. Stock selection in the health care, IT and energy sectors benefited performance. Conversely, an overweight to the industrials sector and stock selection in the consumer discretionary, consumer staples and industrials sectors weighed on relative results. On an individual stock basis, the biggest contributors to relative returns were Everpure, Natera, Charles River Laboratories, Rubrik and Dynatrace. The largest detractors from relative returns were Allegro MicroSystems, WillScot, Casey’s General Stores, RBC Bearings and BWX Technologies. In addition to the transactions discussed above, we added positions in, FirstCash in financials, JFrog in IT, Lindblad Expeditions in consumer discretionary, Materion in materials and Spyre Therapeutics and Twist Biosciences in health care.”
Lindblad Expeditions - June 2026
“3 Jones Lang LaSalle, Inc. Real Estate 4.09 4 Lindblad Expeditions Holdings, Inc. Consumer Discretionary 4.00 5 Sphere Entertainment Company”
Lindblad Expeditions - June 2026
“Luxury adventure travel company Lindblad Expeditions (LIND) was the top contributor during the quarter following a strong earnings beat, driven by robust demand, record occupancy and sustained pricing strength.”
Lindblad Expeditions
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