SEC 13F Intelligence

Ota Financial Group L.P. / CCL

Ota Financial Group L.P.’s Carnival Corp Position

Does Ota Financial Group L.P. own Carnival Corp (CCL)? Not currently — the last reported position was 61.9K shares worth $2M in Q2 2021; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$2M
Q2 2021
Shares
61.9K
% of Portfolio
+1.81%
Quarters Held
2
position exited

Position History CCL

Reported value by quarter
Q3 ’20: $338,000Q3 ’20Q2 ’21: $2MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202161.9K$2M+1.81%
Q3 202022.3K$338,000+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of CCL.