4 tracked superinvestors hold DELTA AIR LINES INC (DAL), worth $7.1B combined, led by Warren Buffett. Smart money is accumulating DAL as of the latest 13F filings.
Current price
$80.17
+33.9%
1Y
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St. Paul, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and…
Market cap
$45.3B
P/E
10.07
Div yield
1.0%
Revenue YoY
2.8%
Analyst target
$107
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$7.1B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+1
2 buying · 1 selling
Smart money is net accumulating DAL: 2 funds added or opened versus 1 trimming. 1 opened a brand-new position.
DELTA AIR LINES INC (DAL) is held by 4 tracked funds worth $7.1B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Warren Buffett at 1.8% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 1 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1.8% | $5.4B | |
| Held | 0.9% | $883M | |
| Trimmed | 3.3% | $751M | |
| New buy | 1.1% | $56M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
6 insiders filed SEC Form 144 for $33M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Sear Steven M | Officer | 40,460 | $4M | 2026-08-05 |
| Bastian Edward H | Officer & Director | 206,510 | $19M | 2026-08-04 |
| Carter Peter W | Officer | 39,900 | $4M | 2026-08-04 |
| Bellemare Alain | Officer | 35,000 | $3M | 2026-08-04 |
| Dewalt David G | Director | 31,756 | $3M | 2026-08-03 |
| Laughter John E | Former Officer | 6,463 | $603K | 2026-06-25 |
Which superinvestors own DAL?
4 tracked funds hold DELTA AIR LINES INC (DAL), the largest being Warren Buffett (Berkshire Hathaway) at 1.8% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling DAL?
In the most recent 13F quarter, 2 tracked funds added or opened DAL and 1 trimmed it, including 1 brand-new position.
How much DAL do tracked funds hold?
Combined disclosed long exposure to DAL across tracked superinvestors is $7.1B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.