David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
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
2012   Q2 0 0.00 Sell 100.00% 1.83 $30.04–35.61 · VW $33.31i SEC
2012   Q1 434,984 1.83 Reduce 6.25% 0.14 $29.15–35.23 · VW $32.15i $13,954,000 SEC
2011   Q4 464,005 2.17 Reduce 5.36% 0.12 $28.52–37.31 · VW $32.82i $15,145,000 SEC
2011   Q3 490,278 2.22 Reduce 2.03% 0.04 $28.96–38.83 · VW $32.70i $14,855,000 SEC
2011   Q2 500,453 2.20 Add 3.32% 0.07 $34.21–41.95 · VW $37.93i $18,832,000 SEC
2011   Q1 484,383 2.18 Reduce 1.13% 0.03 $37.86–48.14 · VW $41.45i $18,581,000 SEC
2010   Q4 489,933 2.86 Reduce 3.20% 0.09 $37.65–47.22 · VW $43.66i $22,591,000 SEC
2010   Q3 506,127 2.80 Reduce 24.52% 0.64 $29.68–39.08 · VW $35.65i $19,326,000 SEC
2010   Q2 670,567 2.62 Reduce 3.59% 0.11 $29.98–44.21 · VW $34.81i $20,278,000 SEC
2010   Q1 695,513 3.09 Reduce 10.65% 0.28 $31.75–39.35 · VW $36.66i $27,042,000 SEC
2009   Q4 778,373 2.67 Reduce 0.19% <0.01 $28.71–34.64 · VW $31.68i $24,667,000 SEC
2009   Q3 779,863 2.94 Reduce 1.77% 0.05 $23.99–34.95 · VW $30.74i $25,954,000 SEC
2009   Q2 793,949 2.75 Reduce 0.82% 0.02 $21.25–29.76 · VW $25.59i $20,460,000 SEC
2009   Q1 800,510 2.71 Reduce 4.33% 0.12 $16.80–25.76 · VW $21.39i $17,291,000 SEC
2008   Q4 836,718 2.66 Add 36.10% 0.71 $14.85–36.18 · VW $25.12i $20,349,000 SEC
2008   Q3 614,760 2.13 Add 228.49% 1.48 $29.22–42.39 · VW $35.65i $21,732,000 SEC
2008   Q2 187,145 0.65 Buy 0.65 $32.43–43.54 · VW $36.31i $6,168,000 SEC
Price snapshot:
Current price$26.61
52-week low$23.33
52-week high$33.67