SIMS INVESTMENT MANAGEMENT, LLC RCL — ROYAL CARIBBEAN GROUP F

Ownership history in SIMS INVESTMENT MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

SIMS INVESTMENT MANAGEMENT, LLC reported ROYAL CARIBBEAN GROUP F (RCL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q2. The latest visible filing shows RCL at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIMS INVESTMENT MANAGEMENT, LLC's position in ROYAL CARIBBEAN GROUP F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RCL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RCL stock page SIMS INVESTMENT MANAGEMENT, LLC fund profile SIMS INVESTMENT MANAGEMENT, LLC full holdings
How SIMS INVESTMENT MANAGEMENT, LLC held RCL — position size vs. price
% of Fund (quarterly)    RCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,000 -10 -1.0% 0.10% $275K 2026-04-21 $271.47
2025 Q4 REDUCED — — — 1,010 -20 -1.9% 0.10% $282K 2026-01-16 $274.55
2025 Q3 REDUCED 34.2% -12.3% ✅ 1,030 -536 -34.2% 0.12% $333K 2025-10-22 $315.22
2025 Q2 ADDED — — — 1,566 +66 +4.4% 0.20% $490K 2025-07-29 $330.45
2025 Q1 UNCHANGED — — — 1,500 — 0% 0.14% $308K 2025-04-24 $208.25
2024 Q4 INITIATED — — — 1,500 — — 0.20% $346K 2025-02-05 $262.09

🏢 Other funds also holding RCL

As of 2026 Q1 — sorted by position size

Dougherty & Associates, LLC 9.34% Newbrook Capital Advisors LP 3Y 7Y 8.26% Columbus Hill Capital Management, L.P. 3Y 7Y 5.74% Savoir Faire Capital Management, L.P. 4.49% CLOUGH CAPITAL PARTNERS L P 3Y 7Y 3.28% NOESIS CAPITAL MANGEMENT CORP 3Y 7Y 3.21% Silvant Capital Management LLC 3Y 7Y 2.9% Flat Footed LLC 3Y 2.68% Hook Mill Capital Partners, LP 3Y 2.56% Range Rock Capital, LLC 2.47%

FAQ About SIMS INVESTMENT MANAGEMENT, LLC and RCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIMS INVESTMENT MANAGEMENT, LLC reported owning RCL?

SIMS INVESTMENT MANAGEMENT, LLC reported RCL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RCL position in SIMS INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for RCL was 0.20% in 2025 Q2.

What is the latest reported RCL position on this page?

The most recent filing on this page is 2026 Q1, when SIMS INVESTMENT MANAGEMENT, LLC reported 1,000 shares, equal to 0.10% of portfolio, with an estimated market value of $275K.

What does the chart on this RCL ownership page compare?

The chart compares SIMS INVESTMENT MANAGEMENT, LLC's quarterly RCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIMS INVESTMENT MANAGEMENT, LLC time their RCL position?

Based on 13F filing dates vs. subsequent RCL price moves, SIMS INVESTMENT MANAGEMENT, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on RCL relative to SPY over the holding period was -10.4%.

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