5
DAL
DELTA AIR LINES INC · Industrials
Consensus score 5/100 · #108 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-09-30
vs 50-day avg
-1.2%
21-day momentum
-0.2%
recent volume
—
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.7%
of their portfolios
Combined value
$5.42B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Berkshire Hathaway Quality compounder | 1.8% | $5.37B | ADD |
| Hosking Partners Concentrated | 1.6% | $49M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.