in 1958 lars-eric lindblad, considered the father of eco travel, founded lindblad travel and pioneered the first non-scientific expeditions to antarctica (1966) and galápagos (1967), subsequently opening the amazon, papua new guinea, china, bhutan, and more to curious, respectful travelers. in 1979, his son sven-olof lindblad founded special expeditions, eventually re-named lindblad expeditions, specializing in ship-based expedition travel. in 2004 lindblad expeditions forged an unprecedented alliance with national geographic with a joint mission “to inspire people to explore and care about the planet through expedition travel.” today the company operates a fleet of 10 ships, including the 148-guest national geographic explorer, the world’s ultimate expedition ship, and the 106-guest national geographic orion, the newest ship in the lindblad-national geographic fleet. all ships sail equipped with sophisticated exploration tools, to provide unique, immersive experiences in the planet’s
Company profile
Ticker
LIND
Exchange
Website
CEO
Sven-Olof Lindblad
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Booking • Expedia • GXO Logistics • GATX • RXO • XPO • Virgin Galactic Holdings Inc - Ordinary Shares • Tuniu • ModivCare • Despegar.com ...
Former names
Capitol Acquisition Corp. II
SEC CIK
Corporate docs
Subsidiaries
Lindblad Expeditions, LLC • Lindblad Maritime Ventures, Inc. • Lindblad Maritime Enterprises, Ltd. • Natural Habitat, Inc. • LEX Quest LLC • LEX Venture LLC • SPEX Sea Bird Ltd. • SPEX Sea Lion Ltd. • Lindblad Global Trading, Inc. • LEX Explorer LLC ...
IRS number
274749725
LIND stock data
Latest filings (excl ownership)
EFFECT
Notice of effectiveness
22 Mar 24
10-K/A
2023 FY
Annual report (amended)
21 Mar 24
8-K
Lindblad Expeditions Holdings, Inc. Appoints Pam Kaufman to Board of Directors
18 Mar 24
S-3
Shelf registration
6 Mar 24
10-K
2023 FY
Annual report
6 Mar 24
8-K
Lindblad Expeditions Holdings, Inc. Reports 2023 Fourth Quarter Financial Results and Full Year Financial Results
28 Feb 24
8-K
Entry into a Material Definitive Agreement
15 Nov 23
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
Lindblad Expeditions Holdings, Inc. Reports 2023 Third Quarter Financial Results
2 Nov 23
10-Q
2023 Q2
Quarterly report
27 Jul 23
Transcripts
LIND
Earnings call transcript
2023 Q4
28 Feb 24
LIND
Earnings call transcript
2023 Q3
2 Nov 23
LIND
Earnings call transcript
2023 Q2
27 Jul 23
LIND
Earnings call transcript
2023 Q1
3 May 23
LIND
Earnings call transcript
2023 Q1
3 May 23
LIND
Earnings call transcript
2022 Q4
28 Feb 23
LIND
Earnings call transcript
2022 Q3
5 Nov 22
LIND
Earnings call transcript
2022 Q2
1 Aug 22
LIND
Earnings call transcript
2022 Q1
3 May 22
LIND
Earnings call transcript
2021 Q4
22 Feb 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 168.02 mm | 168.02 mm | 168.02 mm | 168.02 mm | 168.02 mm | 168.02 mm |
Cash burn (monthly) | (no burn) | (no burn) | (no burn) | 1.44 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | n/a | 8.53 mm | n/a | n/a |
Cash remaining | n/a | n/a | n/a | 159.49 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | n/a | 111.1 | n/a | n/a |
Institutional ownership, Q3 2023
70.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 120 |
Opened positions | 15 |
Closed positions | 11 |
Increased positions | 42 |
Reduced positions | 40 |
13F shares | Current |
---|---|
Total value | 235.04 bn |
Total shares | 37.62 mm |
Total puts | 8.60 k |
Total calls | 2.70 k |
Total put/call ratio | 3.2 |
Largest owners | Shares | Value |
---|---|---|
Ariel Investments | 8.47 mm | $61.00 bn |
Mark Ein | 4.72 mm | $0.00 |
BLK Blackrock | 2.47 mm | $17.82 bn |
Gilder Gagnon Howe & Co | 1.99 mm | $14.34 bn |
Vanguard | 1.85 mm | $13.31 bn |
PFG Principal Financial Group Inc - Registered Shares | 1.70 mm | $12.22 bn |
Aperture Investors | 1.58 mm | $11.39 bn |
Royce & Associates | 1.25 mm | $8.98 bn |
FMR | 936.33 k | $6.74 bn |
Black Diamond Financial | 904.45 k | $6.51 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Mar 24 | Bressler Benjamin | Stock Option Common Stock | Grant | Acquire A | No | No | 8.44 | 1,334,319 | 11.26 mm | 1,334,319 |
21 Jan 24 | Lindblad Sven-Olof | Common Stock | Payment of exercise | Dispose F | No | No | 9.27 | 20,708 | 191.96 k | 11,837,585 |
31 Dec 23 | Bernard W Aronson | RSU | Grant | Acquire A | No | No | 0 | 1,220 | 0.00 | 74,909 |
31 Dec 23 | Mark Ein | RSU | Grant | Acquire A | No | No | 0 | 2,329 | 0.00 | 305,056 |
20 Dec 23 | Mark Ein | Common Stock | Gift | Dispose G | Yes | No | 0 | 100,000 | 0.00 | 3,005,117 |