Triton Wealth Management, PLLC CCL — CARNIVAL CORP

Ownership history in Triton Wealth Management, PLLC  ·  23 quarters on record

AI Ownership Summary

Triton Wealth Management, PLLC reported CARNIVAL CORP (CCL) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2025 Q2. The latest visible filing shows CCL at 0.36% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triton Wealth Management, PLLC's position in CARNIVAL CORP, 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

CCL was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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
2023 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.

CCL stock page Triton Wealth Management, PLLC fund profile Triton Wealth Management, PLLC full holdings
How Triton Wealth Management, PLLC held CCL — position size vs. price
% of Fund (quarterly)    CCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,466 +7 +0.0% 0.36% $966K 2026-05-01 $26.66
2025 Q4 ADDED — — — 36,459 +575 +1.6% 0.44% $1.2M 2026-02-05 $31.31
2025 Q3 REDUCED — — — 35,884 -563 -1.5% 0.39% $1.0M 2025-11-13 $26.02
2025 Q2 REDUCED — — — 36,447 -333 -0.9% 0.46% $1.1M 2025-07-28 $29.59
2024 Q4 REDUCED — — — 36,780 -494 -1.3% 0.46% $892K 2025-03-18 $20.03
2024 Q3 ADDED — — — 37,274 +1,693 +4.8% 0.38% $673K 2024-10-04 $17.94
2024 Q2 REDUCED 6.8% -1.3% ✅ 35,581 -2,603 -6.8% 0.40% $679K 2024-08-14 $14.69
2024 Q1 ADDED — — — 38,184 +14,846 +63.6% 0.39% $570K 2024-04-25 $15.11
2023 Q4 REDUCED — — — 23,338 -300 -1.3% 0.26% $391K 2024-01-25 $16.39
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CCL

As of 2026 Q1 — sorted by position size

DELTEC ASSET MANAGEMENT LLC 3Y 7Y 2.98% MAD RIVER INVESTORS 3Y 7Y 1.45% Scott & Selber, Inc. 3Y 7Y 1.21% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.75% Oxinas Partners, LLC 3Y 0.63% Perpetual Ltd 3Y 7Y 0.54% SIMS INVESTMENT MANAGEMENT, LLC 0.54% BSN Capital Partners Ltd 3Y 0.48% CAPITAL FINANCIAL GROUP INC\CO\ /ADV 0.43% Sunpointe, LLC 0.42%

FAQ About Triton Wealth Management, PLLC and CCL

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

How long has Triton Wealth Management, PLLC reported owning CCL?

Triton Wealth Management, PLLC reported CCL across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CCL position in Triton Wealth Management, PLLC's portfolio?

The largest reported portfolio weight for CCL was 0.46% in 2025 Q2.

What is the latest reported CCL position on this page?

The most recent filing on this page is 2026 Q1, when Triton Wealth Management, PLLC reported 36,466 shares, equal to 0.36% of portfolio, with an estimated market value of $966K.

What does the chart on this CCL ownership page compare?

The chart compares Triton Wealth Management, PLLC's quarterly CCL 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 Triton Wealth Management, PLLC time their CCL position?

Based on 13F filing dates vs. subsequent CCL price moves, Triton Wealth Management, PLLC correctly timed 8 out of 21 reported position changes (38%).

← Back to Triton Wealth Management, PLLC Holdings