DAL fund manager activity
Delta Air Lines, Inc · NYSE. Reported by 28 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Added | 475,000 | $32,965,000 | 0.48% | Feb 17, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | New | 650,910 | $45,173,000 | 1.07% | Feb 17, 2026 |
| First Eagle Investment Management | No change | 12,694 | $880,964 | 0.00% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 4,911 | $340,866 | 0.00% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Trimmed | 215,975 | $14,988,665 | 0.04% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 972,583 | $67,497,260 | 0.25% | Feb 17, 2026 |
| Bill Nygren - Oakmark Funds | Added | 19,666,515 | $1,364,856,122 | 1.73% | Feb 17, 2026 |
| Robert Olstein - Olstein Capital Management | Trimmed | 102,100 | $7,086 | 1.45% | Feb 3, 2026 |
| Samantha McLemore - Patient Capital Management | Trimmed | 680,405 | $47,220,136 | 1.82% | Feb 13, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 2,982,793 | $207,005,835 | 0.62% | Feb 6, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 462,500 | $26,246,875 | 0.36% | Nov 13, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Nov 14, 2025 |
| First Eagle Investment Management | Trimmed | 12,694 | $720,385 | 0.00% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 5,378 | $305,257 | 0.00% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 290,059 | $16,460,848 | 0.05% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 659,065 | $37,401,939 | 0.16% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 13,521,870 | $767,366,118 | 1.23% | Nov 14, 2025 |
| Robert Olstein - Olstein Capital Management | Trimmed | 134,000 | $7,605 | 1.44% | Oct 21, 2025 |
| Samantha McLemore - Patient Capital Management | Trimmed | 861,298 | $48,878,660 | 1.96% | Oct 30, 2025 |
| Richard Pzena - Pzena Investment Management | Trimmed | 4,230,418 | $240,076,222 | 0.78% | Nov 7, 2025 |