Which hedge funds own DAL? DELTA AIR LINES INC, Q2 2026 13F holders
79 tracked hedge funds disclosed a position in DAL (DELTA AIR LINES INC) in their Q2 2026 13F filings, worth $8.0bn in total. The largest holder by portfolio weight is GMT Capital Corp at 15.9% of its book. 28 opened a new position this quarter: Beaconlight Capital, LLC, Columbus Hill Capital Management, L.P., Duquesne Family Office LLC, Castle Hook Partners LP. 19 exited: Clearfield Capital Management LP, Southpoint Capital Advisors LP, SRS Investment Management, LLC.
- 79
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 28
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $324m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $245m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $8.0bn
- Combined value Sum of the holders' reported positions in the security.
- 6.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Clearfield Capital Management LP | 7.2% | $13.1m |
| Southpoint Capital Advisors LP | 1.4% | $66.5m |
| SRS Investment Management, LLC | 0.5% | $51.9m |
| CenterStar Asset Management, LLC | 0.5% | $483k |
| Caption Management, LLC | 0.5% | $9.5m |
| CastleKnight Management LP | 0.3% | $7.3m |
| Scientech Research LLC | 0.3% | $371k |
| Parallax Volatility Advisers, L.P. | 0.3% | $5.8m |
| Occudo Quantitative Strategies LP | 0.2% | $4.1m |
| Intercapital, LLC | 0.2% | $399k |
| Lighthouse Investment Partners, LLC | 0.2% | $5.4m |
| Adage Capital Partners GP, L.L.C. | 0.08% | $52.0m |
| Alyeska Investment Group, L.P. | 0.07% | $23.6m |
| Dark Forest Capital Management LP | 0.05% | $577k |
| Patton Fund Management, Inc. | 0.04% | $226k |
| Numerai GP LLC | 0.03% | $325k |
| Alphadyne Asset Management LP | 0.03% | $226k |
| Capital Fund Management S.A. | 0.02% | $2.6m |
| Verition Fund Management LLC | 0.0% | $365k |
Ownership over time
Who discovered DAL first? Beta
The run: Q3 2012 → Q4 2019, +538%
| Senator Investment Group LP | Q2 2012 | 3.4% | +4.7 pts |
| Soros Fund Management | Q4 2012 | 1.0% | +1.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.