
Insider and congress filings
Norwegian Cruise Line Holdings Ltd. (NCLH)
NYSE · Consumer Cyclical · 365 insider transactions · 46 congress trades · last filed 5 months agoS&P 500
About Norwegian Cruise Line Holdings Ltd.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Travel Services
- Chief executive
- John W. Chidsey
- Employees
- 44,500
- Listed since
- Jan 18, 2013
- Market value
- $7.1B
- Price to earnings (12 mo)
- 9.3
- Net income per share, as reported (12 mo)
- $1.66
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $0.48 | $0.41 | $2.6B | $2.6B | EPS beat, GAAPRevenue in line |
| Q1 FY2026reported May 4, 2026 | $0.23 | $0.15 | $2.3B | $2.4B | EPS beat, GAAPRevenue in line |
| Q4 FY2025reported Mar 2, 2026 | $0.28 | $0.26 | $2.2B | $2.3B | EPS beatRevenue miss |
| Q3 FY2025reported Nov 4, 2025 | $1.20 | $1.16 | $2.9B | $2.3B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $0.51 | $0.52 | $2.5B | $3.0B | EPS missRevenue miss |
| Q1 FY2025reported Apr 30, 2025 | $0.07 | $0.09 | $2.1B | $2.6B | EPS missRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 30, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Patrik DahlgrenExecutive Vice President,Chief Vessel Operations and Newbuild Officer | $975K | $2.3M | $1.1M | $4.4M |
| Mark A. KempaExecutive Vice President and Chief Financial Officer | $975K | $2.3M | $1.1M | $4.4M |
| Jason MontagueChief Luxury Officer | $915K | $2.3M | $1.1M | $4.4M |
| Daniel S. FarkasExecutive Vice President, General Counsel, Chief Development Officer and Secretary | $750K | $2.2M | $888K | $3.8M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Vanguard Capital Management LLC | $632.7M | 29,972,580 | +1.2% | 6.53% |
| BlackRock, Inc. | $619.3M | 29,336,839 | -15.0% | 6.39% |
| UBS Group AG | $492.5M | 23,331,373 | +6.3% | 5.08% |
| Goldman Sachs Group Inc | $399.2M | 18,908,671 | +5.5% | 4.12% |
| Vanguard Portfolio Management LLC | $394.1M | 18,666,538 | -5.3% | 4.07% |
| State Street Corp | $359.1M | 17,008,796 | +4.6% | 3.72% |
| Barclays PLC | $352.6M | 16,705,019 | +10.6% | 3.64% |
| Ariel Investments, LLC | $325.7M | 15,430,947 | +5.2% | 3.36% |
| Ameriprise Financial Inc | $316.7M | 15,011,544 | +3143.9% | 3.27% |
| Elliott Investment Management L.P. | $310.0M | 14,686,000 | +11.4% | 3.20% |
| Capital International Investors | $296.3M | 14,038,301 | -53.2% | 3.06% |
| Invesco Ltd. | $278.1M | 13,174,036 | +21.8% | 2.87% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding NCLH
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Elliott Investment ManagementPaul Singer | $310.0M | 14,686,000 | 1.4% |
| Seth KlarmanBaupost Group | $163.2M | 7,730,000 | 3.0% |
2 of the 97 fund managers we track list NCLH shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
15 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| John ChidseyPresident and CEO | Bought | 153,000 | $16.37 | $2.5M | May 22, 2026filed May 26, 2026 | 1d |
| Jonathan Z. CohenDirector | Bought | 30,000 | $15.83 | $475K | May 20, 2026filed May 21, 2026 | 1d |
| Jose E. CilDirector | Bought | 5,000 | $15.25 | $76K | May 18, 2026filed May 19, 2026 | 1d |
| Jose E. CilDirector | Bought | 10,000 | $14.91 | $149K | May 19, 2026filed May 19, 2026 | 0d |
| Brian P. MacDonaldDirector | Bought | 15,000 | $16.54 | $248K | May 11, 2026filed May 12, 2026 | 1d |
| Zillah Byng-ThorneDirector | Bought · 2 lines | 29,467 | $17.69 | $521K | May 7, 2026filed May 11, 2026 | 2d |
| Kevin Allen LansberryDirector | Bought | 11,400 | $17.28 | $197K | May 7, 2026filed May 11, 2026 | 2d |
| Faye L. AshbySVP & Chief Accounting Officer | Sold | 5,250 | $21.00 | $110K | Dec 12, 2025filed Dec 16, 2025 | 2d |
| Patrik DahlgrenEVP, Chief Vessel Ops & NO | Bought | 5,550 | $17.94 | $100K | Nov 25, 2025filed Nov 25, 2025 | 0d |
| Harry C. CurtisDirector | Bought | 5,000 | $19.25 | $96K | Nov 7, 2025filed Nov 12, 2025 | 2d |
| Zillah Byng-ThorneDirector | Bought | 29,008 | $18.11 | $525K | Nov 6, 2025filed Nov 10, 2025 | 2d |
| Stella DavidDirector | Bought | 6,986 | $18.59 | $130K | Nov 6, 2025filed Nov 10, 2025 | 2d |
| Harry SommerPres. & CEO of Nclh | Bought | 25,000 | $18.52 | $463K | Nov 6, 2025filed Nov 6, 2025 | 0d |
| Jason MontagueChief Luxury Officer | Bought | 13,400 | $18.81 | $252K | Nov 6, 2025filed Nov 6, 2025 | 0d |
| Mark KempaEVP & CFO | Bought | 10,635 | $18.53 | $197K | Nov 6, 2025filed Nov 6, 2025 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jonathan Z. CohenDirector | Stock award | 8,912 | Apr 13, 2026 |
| Kevin Allen LansberryDirector | Stock award | 8,912 | Apr 13, 2026 |
| Stephen G. PagliucaDirector | Stock award | 8,912 | Apr 13, 2026 |
| Alex CruzDirector | Stock award | 8,912 | Apr 13, 2026 |
| Brian P. MacDonaldDirector | Stock award | 8,912 | Apr 13, 2026 |
| John ChidseyPresident and CEO | Stock award | 2,139,892 | Mar 26, 2026 |
| Mark KempaEVP & CFO | Stock award | 47,880 | Mar 6, 2026 |
| Jason MontagueChief Luxury Officer | Stock award | 54,862 | Mar 6, 2026 |
| Patrik Dahlgren | Stock award | 54,862 | Mar 6, 2026 |
| Marc Kazlauskas | Stock award | 54,862 | Mar 6, 2026 |
| Faye L. AshbySVP & Chief Accounting Officer | Stock award | 29,925 | Mar 6, 2026 |
| Daniel S. FarkasEVP GC, CDO & Sec'y | Stock award | 44,887 | Mar 6, 2026 |
| Faye L. AshbySVP & Chief Accounting Officer | Tax withholding | 8,213 | Mar 1, 2026 |
| Patrik DahlgrenEVP, Chief Vessel Ops & NO | Tax withholding | 49,403 | Mar 1, 2026 |
| Daniel S. FarkasEVP GC, CDO & Sec'y | Tax withholding | 68,217 | Mar 1, 2026 |
| Jason MontagueChief Luxury Officer | Tax withholding | 4,313 | Mar 1, 2026 |
| Mark KempaEVP & CFO | Tax withholding | 68,818 | Mar 1, 2026 |
| Daniel S. FarkasEVP GC, CDO & Sec'y | Stock award | 132,100 | Feb 24, 2026 |
| Patrik DahlgrenEVP, Chief Vessel Ops & NO | Stock award | 90,252 | Feb 24, 2026 |
| Mark KempaEVP & CFO | Stock award | 132,100 | Feb 24, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in NCLH
20 disclosures of 46 on record · median 22d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -16.8%After the saleS&P 500 +1.3% · -18.0 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -14.4%After the saleS&P 500 +20.3% · -34.7 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -32.0%S&P 500 +11.7% · -43.8 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -32.0%After the saleS&P 500 +11.7% · -43.8 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -32.6%After the saleS&P 500 +11.4% · -44.1 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -39.0%After the saleS&P 500 +17.8% · -56.8 pts vs S&P 500 | Aug 26, 2025 | Sep 9, 2025 | 14d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -16.7%S&P 500 +27.2% · -43.9 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -11.2%S&P 500 +42.0% · -53.1 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -8.4%After the saleS&P 500 +44.4% · -52.9 pts vs S&P 500 | May 29, 2024 | Jun 5, 2024 | 7d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +18.6%S&P 500 +87.2% · -68.6 pts vs S&P 500 | Apr 25, 2023 | May 8, 2023 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -20.4%S&P 500 +83.6% · -104.0 pts vs S&P 500 | May 5, 2022 | Jun 10, 2022 | 36d |
| Ro Khanna | Stock | SALE | $1,001 - $15,000 | 0.0%After the saleS&P 500 +91.5% · -91.5 pts vs S&P 500 | May 23, 2022 | Jun 10, 2022 | 18d |
| Thomas R. Suozzi | Stock | Purchase | $15,001 - $50,000 | -39.6%S&P 500 +97.8% · -137.4 pts vs S&P 500 | Jan 21, 2021 | Sep 23, 2021 | 245d |
| John H. Rutherford | Stock | Purchase | $15,001 - $50,000 | -49.4%S&P 500 +95.1% · -144.5 pts vs S&P 500 | Mar 1, 2021 | Mar 8, 2021 | 7d |
| John H. Rutherford | Stock | Purchase | $1,001 - $15,000 | +28.7%S&P 500 +159.9% · -131.1 pts vs S&P 500 | May 11, 2020 | Jul 29, 2020 | 79d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +37.2%S&P 500 +186.7% · -149.5 pts vs S&P 500 | Apr 7, 2020 | May 13, 2020 | 36d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +50.6%After the saleS&P 500 +200.0% · -149.4 pts vs S&P 500 | Mar 17, 2020 | Apr 16, 2020 | 30d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -71.2%After the saleS&P 500 +126.8% · -198.0 pts vs S&P 500 | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -73.8%S&P 500 +134.4% · -208.1 pts vs S&P 500 | Jan 8, 2020 | Feb 10, 2020 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -69.9%After the saleS&P 500 +156.3% · -226.2 pts vs S&P 500 | Jul 8, 2019 | Aug 6, 2019 | 29d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in NCLH, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 22, 20262 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Jimmy Patronis | Republican · House | $1,001 - $15,000 | 0.3% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling NCLH?
Across the 15 most recent open-market filings shown here, 14 were purchases and 1 was a sale.
Which members of Congress have traded NCLH?
Ro Khanna, Lisa C. McClain, Thomas R. Suozzi, John H. Rutherford and Gilbert Ray Cisneros, Jr. disclosed NCLH transactions in the filings shown here.
Which members of Congress hold NCLH?
2 members of Congress report a position in NCLH in the estimate we hold as of Oct 22, 2026. The estimated positions belong to Jimmy Patronis and Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is NCLH in the S&P 500 or the Nasdaq 100?
Norwegian Cruise Line Holdings Ltd. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are NCLH trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
