Industry deep-dive
Travel Services
Every super-investor and insider move tracked across 11 tickers in this industry.
Tickers
11
Combined value
$29.96B
Insider net (30d)
−$4.5M
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest travel services books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $5.62B |
| 2 | Norges Bank Norway SWF | $4.99B |
| 3 | Dodge & Cox | $3.92B |
| 4 | AQR Capital Management | $3.10B |
| 5 | Bill Nygren Harris / Oakmark | $2.54B |
| 6 | D.E. Shaw & Co. | $1.99B |
| 7 | Wellington Management | $1.83B |
| 8 | Ken Griffin Citadel Advisors | $1.01B |
| 9 | Renaissance Technologies | $822M |
| 10 | Ray Dalio Bridgewater Associates | $679M |
| 11 | Longview Partners Guernsey | $488M |
| 12 | Two Sigma Investments | $480M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | BKNG | BOOKING HOLDINGS INC | $16.41B |
| 2 | ABNB | AIRBNB INC | $7.16B |
| 3 | EXPE | EXPEDIA GROUP INC | $2.53B |
| 4 | CCL | CARNIVAL CORP | $2.10B |
| 5 | TCOM | TRIP COM GROUP LTD | $864.3M |
| 6 | CUK | CARNIVAL PLC | $362.0M |
| 7 | TNL | TRAVEL PLUS LEISURE CO | $347.8M |
| 8 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $88.4M |
| 9 | TRIP | TRIPADVISOR INC | $64.2M |
| 10 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $24.7M |
| 11 | PRSU | VIAD CORP | $10.4M |