Lindblad Expeditions Holdings has 9 Schedule 13D or 13G filings on record since 2025-11-14. 4 holders' latest filing reports 5% or more of common stock sh sh. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Lindblad Sven-Olof | 16.7% | 10,783,962 | SCHEDULE 13D/A, 2026-02-10 | 2026-02-04 |
| Fmr LLC | 10.1% | 6,636,712 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| BlackRock, Inc. | 5.8% | 3,821,174 | SCHEDULE 13G, 2026-07-29 | 2026-06-30 |
| Ein Mark | 5.1% | 3,333,719 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| Gregg R. Lemkau | 4.99% | 3,270,566 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Ariel Investments, LLC | 4.2% | 2,762,484 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
Purpose of Transaction (Item 4)
Lindblad Sven-Olof
As previously reported, the Reporting Person received 14,125,827 shares of Common Stock upon consummation of the transactions described in that certain Agreement and Plan of Merger, dated as of March 9, 2015 (the "Merger Agreement"), by and among Capitol Acquisition Corp. II, a Delaware corporation ("Capitol"), Argo Expeditions, LLC ("LLC Sub"), a wholly-owned subsidiary of Capitol, Argo Merger Sub, Inc. ("Merger Sub"), a wholly-owned subsidiary of LLC Sub, and Lindblad Expeditions, Inc., a New York corporation ("Lindblad"). A copy of the Merger Agreement is filed as Exhibit 1 to this Schedule 13D and is incorporated herein by reference. As previously reported, the Reporting Person is also party to a Registration Rights Agreement in respect of the shares of Common Stock he received in the Mergers. Such rights include two demand registration rights and unlimited "piggy-back" registration rights. A copy of the Registration Rights Agreement is filed as Exhibit 2 to this Schedule 13D and is incorporated herein by reference. On January 10, 2017, the Reporting Person contributed 716,500 shares of Common Stock to the Issuer to fund the Lindblad Expeditions Holdings, Inc. 2016 CEO Share Allocation Plan, which was approved by the Issuer's stockholders on June 2, 2016, without any cost or charge, pursuant to a Contribution Agreement dated as of July 6, 2016, by and between the Issuer and Sven-Olof Lindblad. Copies of the Lindblad Expeditions Holdings, Inc. 2016 CEO Share …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-02-10; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | Ariel Investments, LLC | 10.1% | SCHEDULE 13G/A |
| 2026-02-10 | Lindblad Sven-Olof | 16.7% | SCHEDULE 13D/A |
| 2026-02-17 | Ein Mark | 5.1% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 6.3% | SCHEDULE 13G |
| 2026-05-14 | Ariel Investments, LLC | 5.3% | SCHEDULE 13G/A |
| 2026-05-15 | Gregg R. Lemkau | 4.99% | SCHEDULE 13G/A |
| 2026-07-08 | Fmr LLC | 10.1% | SCHEDULE 13G/A |
| 2026-07-29 | BlackRock, Inc. | 5.8% | SCHEDULE 13G |
| 2026-08-14 | Ariel Investments, LLC | 4.2% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.