
What smart money is saying about Norwegian Cruise Line
1 fund in our archive has pitched Norwegian Cruise Line — most recently Antipodes Global SMID Active ETF in June 2026.
Norwegian Cruise Line Holdings Ltd. (NCLH), along with its subsidiary companies, operates as a major global cruise enterprise. Its operations span North America, Europe, the Asia-Pacific region, and other international markets. The company manages a portfolio of three distinct cruise brands: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. NCLH offers an extensive range of voyages, from brief three-day excursions to lengthy 180-day expeditions. These itineraries explore a comprehensive list of destinations worldwide, including Scandinavia, Russia, the Mediterranean, and the Greek Isles; the Alaskan wilderness, Canada and New England; Hawaii, Asia, Tahiti, and the South Pacific; Australia and New Zealand; Africa, India, and South America; as well as the Panama Canal and the Caribbean. As of December 31, 2021, the company commanded a fleet of 28 ships, providing approximately 59,150 berths for guests. Its travel products are distributed through multiple channels, including independent retail/travel advisors, direct sales onboard its ships, and specialized services for meetings, incentives, and private charters. Founded in 1966, Norwegian Cruise Line Holdings Ltd. maintains its corporate headquarters in Miami, Florida.
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Position history
Every position in Norwegian Cruise Line on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“7 Madison Square Garden Entertainment Corporation Consumer Discretionary 3.67 8 Norwegian Cruise Line Holdings, Ltd. Consumer Discretionary 3.52 9 Generac Holdings, Inc.”
Norwegian Cruise Line - New positionAntipodes Global SMID Active ETFJune 2026
“We initiated positions in Norwegian Cruise Line and Performance Food Group (PFGC).”
Norwegian Cruise Line
Fund coverage · 1 thesis
- Antipodes Global SMID Active ETFJune 2026
Norwegian Cruise Line is viewed as a premium brand in an oligopolistic market with resilient demand, strong operating leverage, and potential multiple expansion.
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