DAL
Delta Air Lines Inc
7 super-investors hold DAL worth a combined $4.09B. The largest position: Bill Nygren at 1.6% of their portfolio. This quarter the cohort logged 1 buy and 2 sells on the name. Cohort Conviction Score: 31 — ranked #335 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own DAL
The dominant fact this quarter is Warren Buffett's new position in DAL, now the largest holding in the cohort at $2.6B and roughly 1.0% of Berkshire's portfolio — notable given Buffett famously exited all airline holdings at a loss in 2020. He joins Bill Nygren, whose $1.2B stake at 1.6% of portfolio represents the highest conviction in the group. Against that, David Tepper and Stanley Druckenmiller exited entirely in 2026Q1, keeping the owner count at a modest 7. The eight-quarter ownership trend oscillates between 1 and 3 holders, suggesting the broader cohort remains divided rather than building consensus; Buffett's re-entry is the signal worth watching, not a groundswell.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 1.0% | 16q | $2.65B | 39,809,456 |
| 2 | Bill Nygren | 1.6% | 9q | $1.20B | 18,002,954 |
| 3 | Richard Pzena | 0.6% | 7q | $187M | 2,807,667 |
| 4 | Samantha McLemore | 1.4% | 18q | $37M | 552,514 |
| 5 | Joel Greenblatt | <0.1% | 40q | $13M | 190,809 |
| 6 | Robert Olstein | 1.3% | 40q | $6M | 88,000 |
| 7 | First Eagle Investment Management | <0.1% | 12q | $801K | 12,046 |
- 1Warren Buffettport1.0%val$2.65B39,809,456 sh·16q held
- 2Bill Nygrenport1.6%val$1.20B18,002,954 sh·9q held
- 3Richard Pzenaport0.6%val$187M2,807,667 sh·7q held
- 4Samantha McLemoreport1.4%val$37M552,514 sh·18q held
- 5Joel Greenblattport<0.1%val$13M190,809 sh·40q held
- 6Robert Olsteinport1.3%val$6M88,000 sh·40q held
- 7First Eagle Investment Managementport<0.1%val$801K12,046 sh·12q held
Owners of DAL also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | NEW | 1.0% | +100% | $2.65B | May 15, 2026 |
| David Tepper | EXIT | 0.5% | -100% | $0 | May 15, 2026 |
| Stanley Druckenmiller | EXIT | 1.1% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 247361702. Not investment advice.