Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
DAL —
DELTA AIR LINES INC DEL
CUSIP: 247361702 · Held by 10 superinvestors · Combined value: $2,343,544,220
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.7% | $1,364,856,122 | 19,666,515 | ADD | +6,144,645 |
| 2 | Ken Griffin | 0.1% | $632,937,994 | 9,120,144 | REDUCE | -9,167,877 |
| 3 | Richard Pzena | 0.6% | $207,005,835 | 2,982,793 | REDUCE | -1,247,625 |
| 4 | Samantha McLemore | 1.8% | $47,220,136 | 680,405 | REDUCE | -180,893 |
| 5 | Stanley Druckenmiller | 1.0% | $45,173,000 | 650,910 | NEW BUY | +650,910 |
| 6 | David Tepper | 0.5% | $32,965,000 | 475,000 | ADD | +12,500 |
| 7 | Robert Olstein | 1.4% | $7,086,000 | 102,100 | REDUCE | -31,900 |
| 8 | Ray Dalio | 0.0% | $5,195,215 | 74,859 | REDUCE | -16,110 |
| 9 | First Eagle Investment Mgmt | 0.0% | $880,964 | 12,694 | - | - |
| 10 | FPA Queens Road | 0.0% | $223,954 | 3,227 | NEW BUY | +3,227 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| FPA Queens Road | NEW BUY | +3,227 | New |
| Stanley Druckenmiller | NEW BUY | +650,910 | New |
| Bill Nygren | ADD | +6,144,645 | +45.4% |
| David Tepper | ADD | +12,500 | +2.7% |
| Ken Griffin | REDUCE | -9,167,877 | -50.1% |
| Ray Dalio | REDUCE | -16,110 | -17.7% |
| Richard Pzena | REDUCE | -1,247,625 | -29.5% |
| Robert Olstein | REDUCE | -31,900 | -23.8% |
| Samantha McLemore | REDUCE | -180,893 | -21.0% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +90,969 | New |
| Ken Griffin | ADD | +5,131,145 | +39.0% |
| Bill Nygren | REDUCE | -526,759 | -3.7% |
| David Tepper | REDUCE | -87,500 | -15.9% |
| First Eagle Investment Mgmt | REDUCE | -3,507 | -21.6% |
| Richard Pzena | REDUCE | -81,999 | -1.9% |
| Robert Olstein | REDUCE | -30,000 | -18.3% |
| Samantha McLemore | REDUCE | -38,402 | -4.3% |
| Jim Simons | SOLD | -514,900 | Exit |
| Stanley Druckenmiller | SOLD | -793,510 | Exit |
Who Owns DAL? Superinvestor Holdings
DELTA AIR LINES INC DEL is held by 10 tracked superinvestors, with a combined position value of $2.3 billion . The largest positions are held by Bill Nygren (1.7% of portfolio), Ken Griffin (0.1% of portfolio), Richard Pzena (0.6% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 5 reduced or exited.