SCHEDULE: Aristeia Capital Reports 5.82% Stake in Carnival PLC

Aristeia Capital, L.L.C. reported a 5.82% beneficial ownership stake in Carnival PLC as of June 30, 2025.

Summary

• Aristeia Capital, L.L.C., a Delaware limited liability company, filed an Amendment No. 5 to its Schedule 13G.
• The filing reports beneficial ownership of 8,473,196 Ordinary Shares of Carnival PLC, each represented by American Depositary Shares.
• This stake represents 5.82% of Carnival PLC's outstanding shares.
• The percentage was calculated based on 145,601,779 shares outstanding as of June 30, 2025, as reported by Carnival PLC on July 7, 2025.
• Aristeia Capital, L.L.C. holds sole voting power and sole dispositive power over all 8,473,196 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Carnival PLC.

Sentiment

Score: 6

Explanation: The filing is a factual disclosure of a significant ownership stake by an investment firm, which can be interpreted as a vote of confidence, leading to a slightly positive sentiment.

Positives

• Aristeia Capital, L.L.C., an investment adviser, holds a significant beneficial ownership stake of 5.82% in Carnival PLC, representing 8,473,196 Ordinary Shares, indicating a substantial investment.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding Carnival PLC's future performance or operations.

Industry Context

This filing is a routine disclosure of a significant ownership stake by an institutional investor in a publicly traded company within the cruise line industry. It does not provide broader industry trends or competitive analysis.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake in the company.

Key Dates

Keywords

Carnival PLC, Aristeia Capital, Beneficial Ownership, Schedule 13G, Cruise Line, Investment Adviser, Ordinary Shares, American Depositary Shares