13F Portfolios

Columbus Hill Capital Management, L.P.: NORWEGIAN CRUISE LINE HLDGS (NCLH): Quarterly 13F Position History

As of Q1 2026, Columbus Hill Capital Management, L.P. reported 2,660,601 shares of NORWEGIAN CRUISE LINE HLDGS (NCLH), worth $49.8M and representing 8.4% of its 13F equity book. The position first appeared in Q1 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 2,660,601 0 $49.8M 8.4% $18.7
Q4 2025 2,660,601 60,127 -2.2% $59.4M 8.4% $22.3
Q3 2025 2,720,728 +144,019 +5.6% $67.0M 8.8% $24.6
Q2 2025 2,576,709 +547,790 +27.0% $52.3M 7.5% $20.3
Q1 2025 2,028,919 +624,600 +44.5% $38.5M 8.1% $19.0
Q4 2024 1,404,319 +154,588 +12.4% $36.1M 7.0% $25.7
Q3 2024 1,249,731 +184 +0.0% $25.6M 5.0% $20.5
Q2 2024 1,249,547 +1,249,547 $23.5M 4.8% $18.8
Q1 2024 0 0 $0 0.0%
Q4 2023 0 0 $0 0.0%
Q3 2023 0 0 $0 0.0%
Q2 2023 0 0 $0 0.0%
Q1 2023 0 0 $0 0.0%
Q4 2022 0 0 $0 0.0%
Q3 2022 0 0 $0 0.0%
Q2 2022 0 0 $0 0.0%
Q1 2022 0 826,400 -100.0% $0 0.0%
Q4 2021 826,400 +221,400 +36.6% $17.1M 2.6% $20.7
Q3 2021 605,000 +189,600 +45.6% $16.2M 2.1% $26.7
Q2 2021 415,400 +67,400 +19.4% $12.2M 1.6% $29.4
Q1 2021 348,000 $9.6M 1.2% $27.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Columbus Hill Capital Management, L.P. first disclose a NCLH position in 13F-HR filings?

Columbus Hill Capital Management, L.P. first reported NORWEGIAN CRUISE LINE HLDGS (NCLH) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.

What was Columbus Hill Capital Management, L.P.'s most recent quarter-over-quarter share-count change in NCLH?

Columbus Hill Capital Management, L.P. held the same 2,660,601 shares of NCLH between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Columbus Hill Capital Management, L.P.'s cost basis in NCLH?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.