10
CCL1EUR
CARNIVAL CORP
Consensus score 10/100 · #52 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
5.3%
of their portfolios
Combined value
$497M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Hound Partners Concentrated | 14.7% | $117M | ADD |
| Viking Global Investors Concentrated | 1.0% | $355M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.3% | $25M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.