SEC 13F Intelligence

Bullseye Asset Management LLC / NCLH

Bullseye Asset Management LLC’s Norwegian Cruise Line Hldgs Position

Does Bullseye Asset Management LLC own Norwegian Cruise Line Hldgs (NCLH)? Yes277.1K shares worth $5M (+3.00% of its 13F portfolio) as of Q1 2026, down from 348.8K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
277.1K
% of Portfolio
+3.00%
Quarters Held
24
currently held

Position History NCLH

Reported value by quarter
Q2 ’20: $955,000Q2 ’20Q3 ’20: $994,000Q4 ’20: $2MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $7MQ1 ’24Q2 ’24: $6MQ3 ’24: $7MQ4 ’24: $9MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ3 ’25: $9MQ3 ’25Q4 ’25: $8MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026277.1K$5M+3.00%
Q4 2025348.8K$8M+4.20%
Q3 2025348.8K$9M+4.50%
Q2 2025348.8K$7M+3.53%
Q1 2025347.8K$7M+3.56%
Q4 2024347.8K$9M+4.21%
Q3 2024352.3K$7M+3.33%
Q2 2024342.3K$6M+3.15%
Q1 2024338.3K$7M+3.32%
Q4 2023338.3K$7M+3.25%
Q3 2023338.3K$6M+3.11%
Q2 2023333.3K$7M+3.64%
Q1 2023333.3K$4M+2.29%
Q4 2022333.3K$4M+2.21%
Q3 2022333.3K$4M+2.20%
Q2 2022327.0K$4M+2.05%
Q1 2022327.0K$7M+3.29%
Q4 2021327.0K$7M+2.66%
Q3 2021212.0K$6M+1.96%
Q2 2021152.6K$4M+1.51%
Q1 2021132.6K$4M+1.37%
Q4 202062.6K$2M+0.59%
Q3 202058.1K$994,000+0.45%
Q2 202058.2K$955,000+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bullseye Asset Management LLC’s full portfolio or all institutional holders of NCLH.