Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Carnival Corp. Ltd. (CCL)
← All CCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 12.09 $42.51–48.08 · VW $46.14i SEC
2014   Q4 750,000 12.09 Reduce 25.00% 4.66 $33.11–46.31 · VW $41.58i $33,998,000 SEC
2014   Q3 1,000,000 18.63 $40.17 $40,170,000 SEC
2014   Q2 1,000,000 18.63 $37.65 $37,650,000 SEC
2014   Q1 1,000,000 17.62 $37.86 $37,860,000 SEC
2013   Q4 1,000,000 13.39 Reduce 28.13% 3.90 $31.44–40.47 · VW $37.36i $40,170,000 SEC
2013   Q3 1,391,435 13.85 $32.64 $45,416,000 SEC
2013   Q2 1,391,435 13.37 $34.29 $47,712,000 SEC
2013   Q1 1,391,435 13.76 Add 40.35% 3.96 $33.08–39.62 · VW $35.67i $47,726,000 SEC
2012   Q4 991,435 10.29 $36.77 $36,455,000 SEC
2012   Q3 991,435 10.69 $36.43 $36,118,000 SEC
2012   Q2 991,435 10.71 Add 33.72% 2.70 $30.04–35.61 · VW $33.31i $33,976,000 SEC
2012   Q1 741,435 7.76 Buy 7.76 $29.15–35.23 · VW $32.15i $23,785,000 SEC
Price snapshot:
Current price$26.61
52-week low$23.33
52-week high$33.67