SCHEDULE 13G/A: Ariel Investments Discloses 13.5% Stake in Lindblad Expeditions Holdings
Beneficial Ownership Disclosure
Ariel Investments, LLC has filed an amended Schedule 13G, reporting a 13.5% beneficial ownership stake in Lindblad Expeditions Holdings as of December 31, 2024.
Summary
- Ariel Investments, LLC reported beneficial ownership of 7,336,722 common shares of Lindblad Expeditions Holdings.
- This represents 13.5% of the total class of securities.
- Ariel Investments, LLC holds sole voting power over 6,130,183 shares and sole dispositive power over 7,336,722 shares.
- The filing is an Amendment No. 4 to Schedule 13G, indicating a continuation or update of previously disclosed ownership.
- The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership and does not contain qualitative information to assess sentiment regarding company performance or outlook.
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional stake by Ariel Investments may influence investor perception and confidence in Lindblad Expeditions Holdings.
Key Dates
| Date | Description |
|---|---|
| 12/31/2024 | Date of event which requires filing of this statement (beneficial ownership calculation date) |
| 02/10/2025 | Date of filing of the Schedule 13G Amendment No. 4 |
Keywords
Ariel Investments, Lindblad Expeditions Holdings, Beneficial Ownership, Schedule 13G, Common Shares, Investment Adviser, Institutional Ownership, SEC Filing
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