Royal Caribbean Group (RCL)Junto Capital Management LP opened a new position $85.1M

268K

Shares reported

1.5%

Disclosed portfolio weight

$85.1M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of RCL — reported range $1,001 - $15,000
2. Jul 16, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 16, 2026, the Board of Directors (the “Board”) of Royal Caribbean Cruises Ltd. (the “Company”) appointed Tara Bunch as a director of the Company. From 2020 through June 2026, Ms. Bunch served as Senior Vice President and Global Head of Operations at Airbnb, a marketplace operator that connects travelers with property owners worldwide, where she oversaw community support, trust and safety, and payments.”
3. Jul 28, 2026Company filing · Form 8-K · ResultsReported its results
4. Jul 29, 2026InsiderCEO sold ~$4.05M of RCL shares in the open market
5. Aug 6, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
6. Aug 12, 20265% stakeCapital Research Global Investors reported a passive stake (13G) of 12.8%

What came next

1. Aug 20, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
2. Oct 6, 20265% stakeCapital Research Global Investors reported a passive stake (13G) of 6.4%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Royal Caribbean Group

For Royal Caribbean Group, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 1 Congress trade report and 20 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its RCL page.

How this filing works

• SEC Form 13F

Other disclosures at Royal Caribbean Group

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 13, 2026
• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRAug 12, 2026

Everything OQRO holds on this company is on its RCL page.