2
DAL
Delta Air Lines, Inc. · Industrials
Consensus score 2/100 · #143 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
1.2%
of their portfolios
Combined value
$2.68B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Hosking Partners Concentrated | 1.3% | $36M | ADD |
| Berkshire Hathaway Quality compounder | 1.0% | $2.65B | NEW |
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.