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DELTA AIR LINES INC

DAL

Holders

2

Combined Value

$3.84B

Combined Shares

57,812,410

Current Price

$83.06

52W High

$83.83

vs 52W High

−0.9%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$38.44$50.48$62.52$74.56Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $47.44Q3 2024 · implied price $50.79Q4 2024 · implied price $60.50Q1 2025 · implied price $43.60Q2 2025 · implied price $49.18Q3 2025 · implied price $56.75Q4 2025 · implied price $69.40Q1 2026 · implied price $66.48Harris Associates (Oakmark Funds) · bought 11,713,545 shares @ ~$47.44 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 50,000 shares @ ~$47.44 · Q2 2024 (new position)Harris Associates (Oakmark Funds) · bought 910,362 shares @ ~$50.79 · Q3 2024Jim Simons - Renaissance Technologies · sold 50,000 shares @ ~$47.44 · Q3 2024 (sold out)Stanley Druckenmiller - Duquesne Family Office · bought 1,767,240 shares @ ~$60.50 · Q4 2024 (new position)Jim Simons - Renaissance Technologies · bought 38,893 shares @ ~$60.50 · Q4 2024 (new position)Harris Associates (Oakmark Funds) · sold 2,803,255 shares @ ~$60.50 · Q4 2024Harris Associates (Oakmark Funds) · bought 1,471,530 shares @ ~$43.60 · Q1 2025Jim Simons - Renaissance Technologies · bought 1,105,807 shares @ ~$43.60 · Q1 2025Stanley Druckenmiller - Duquesne Family Office · sold 472,605 shares @ ~$43.60 · Q1 2025Harris Associates (Oakmark Funds) · bought 2,756,447 shares @ ~$49.18 · Q2 2025David Tepper - Appaloosa Management · bought 550,000 shares @ ~$49.18 · Q2 2025 (new position)Jim Simons - Renaissance Technologies · sold 629,800 shares @ ~$49.18 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · sold 501,125 shares @ ~$49.18 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · sold 793,510 shares @ ~$49.18 · Q3 2025 (sold out)Harris Associates (Oakmark Funds) · sold 526,759 shares @ ~$56.75 · Q3 2025Jim Simons - Renaissance Technologies · sold 514,900 shares @ ~$49.18 · Q3 2025 (sold out)David Tepper - Appaloosa Management · sold 87,500 shares @ ~$56.75 · Q3 2025Harris Associates (Oakmark Funds) · bought 6,144,645 shares @ ~$69.40 · Q4 2025Stanley Druckenmiller - Duquesne Family Office · bought 650,910 shares @ ~$69.40 · Q4 2025 (new position)David Tepper - Appaloosa Management · bought 12,500 shares @ ~$69.40 · Q4 2025Warren Buffett - Berkshire Hathaway · bought 39,809,456 shares @ ~$66.48 · Q1 2026 (new position)Harris Associates (Oakmark Funds) · sold 1,663,561 shares @ ~$66.48 · Q1 2026Stanley Druckenmiller - Duquesne Family Office · sold 650,910 shares @ ~$69.40 · Q1 2026 (sold out)David Tepper - Appaloosa Management · sold 475,000 shares @ ~$69.40 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Warren Buffett - Berkshire Hathaway$2.65B1.01%~$66.48+24.9%BUY Q1 2026Q1 2026
Harris Associates (Oakmark Funds)$1.20B1.60%~$54.38+52.8%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Warren Buffett - Berkshire HathawayNEW BUY+$2.65B~$66.48
Q1 2026Harris Associates (Oakmark Funds)SELL−$110.59M~$66.48
Q1 2026Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$45.17M~$69.40
Q1 2026David Tepper - Appaloosa ManagementSOLD OUT−$32.97M~$69.40
Q4 2025Harris Associates (Oakmark Funds)BUY+$426.44M~$69.40
Q4 2025Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$45.17M~$69.40
Q4 2025David Tepper - Appaloosa ManagementBUY+$867.5K~$69.40
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$39.02M~$49.18
Q3 2025Harris Associates (Oakmark Funds)SELL−$29.89M~$56.75
Q3 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$25.32M~$49.18
Q3 2025David Tepper - Appaloosa ManagementSELL−$4.97M~$56.75
Q2 2025Harris Associates (Oakmark Funds)BUY+$135.56M~$49.18
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$30.97M~$49.18
Q2 2025David Tepper - Appaloosa ManagementNEW BUY+$27.05M~$49.18
Q2 2025Stanley Druckenmiller - Duquesne Family OfficeSELL−$24.65M~$49.18
Q1 2025Harris Associates (Oakmark Funds)BUY+$64.16M~$43.60
Q1 2025Jim Simons - Renaissance TechnologiesBUY+$48.21M~$43.60
Q1 2025Stanley Druckenmiller - Duquesne Family OfficeSELL−$20.61M~$43.60
Q4 2024Harris Associates (Oakmark Funds)SELL−$169.60M~$60.50
Q4 2024Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$106.92M~$60.50
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$2.35M~$60.50
Q3 2024Harris Associates (Oakmark Funds)BUY+$46.24M~$50.79
Q3 2024Jim Simons - Renaissance TechnologiesSOLD OUT−$2.37M~$47.44
Q2 2024Harris Associates (Oakmark Funds)NEW BUY+$555.69M~$47.44
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$2.37M~$47.44

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026257,812,410+178.0%$3.84B$66.48
Q4 2025320,792,425+48.7%$1.44B$69.40
Q3 2025213,984,370-12.1%$793.61M$56.75
Q2 2025415,907,039+15.8%$782.31M$49.18
Q1 2025313,731,517+18.1%$598.69M$43.60
Q4 2024311,626,785-7.9%$703.42M$60.50
Q3 2024112,623,907+7.3%$641.17M$50.79
Q2 2024211,763,545—$558.06M$47.44