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Disclosery

Patient Capital Management, LLC: NCLH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patient Capital Management, LLC on NCLH, newest first. How the timeline and the estimate are built.

Patient Capital Management, LLC held 6,029,642 NCLH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,029,642 shares
    Change vs previous 13F +280,002 shares

    4.23% of the 13F portfolio, value $127,285,750.

    13F-HR 0001854794-26-000005 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,749,640 shares
    Change vs previous 13F +441,512 shares

    4.01% of the 13F portfolio, value $107,518,271.

    13F-HR 0001854794-26-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,308,128 shares
    Change vs previous 13F +743,257 shares

    4.57% of the 13F portfolio, value $118,477,419.

    13F-HR 0001854794-26-000003 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,564,871 shares
    Change vs previous 13F -143,708 shares

    4.5% of the 13F portfolio, value $112,432,761.

    13F-HR 0001854794-25-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,708,579 shares
    Change vs previous 13F +1,118,486 shares

    4.31% of the 13F portfolio, value $95,489,989.

    13F-HR 0001085146-25-004963 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,590,093 shares
    Change vs previous 13F +1,106,284 shares

    3.5% of the 13F portfolio, value $68,068,171.

    13F-HR 0001085146-25-003124 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,483,809 shares
    Change vs previous 13F -318,141 shares

    2.95% of the 13F portfolio, value $63,908,400.

    13F-HR 0001085146-25-001553 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,801,950 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $57,468,003.

    13F-HR 0001085146-24-005800 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).