← Top Holdings

DALDELTA AIR LINES INC

CUSIP: 247361702

6

Guru Owners

$2.87B

Total Value Held

43.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Warren Buffett	Berkshire Hathaway	39809456	$2.65B	1.01%	$66.48	Q1 2026
Richard Pzena	Pzena Investment Management	2807667	$186.7M	0.61%	$66.48	Q1 2026
Samantha McLemore	Patient Capital Management	552514	$36.7M	1.34%	$66.48	Q1 2026
Whitney Tilson	T2 Partners Management	61265	$2.7M	5.46%	$44.87	Q3 2015
Ray Dalio	Bridgewater Associates	22104	$1.5M	0.01%	$66.48	Q1 2026
FPA Queens Road	Bragg Financial Advisors	3244	$216K	0.01%	$66.48	Q1 2026

$2.65B

1.01%

$186.7M

0.61%

Samantha McLemore

$36.7M

1.34%

$2.7M

5.46%

$1.5M

0.01%

FPA Queens Road

$216K

0.01%

📊 Fundamentals

Market Cap$58.2B

P/E Ratio13.4x

Below market avg

Forward P/E10.7x

P/FCF18.8x

EPS (TTM)$6.62

Revenue (TTM)$65.2B

Profit Margin6.87%

Div Yield0.85%

Beta1.29

52-Week Range

$49.83

$95.68

Current: $88.63

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.4x trailing earnings → 10.7x forward · 6.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $2.87B

NEWWarren Buffett$2.65B

REDUCEDRichard Pzena$186.7M

REDUCEDSamantha McLemore$36.7M

REDUCEDRay Dalio$1.5M

INCREASEDFPA Queens Road$216K

INCREASEDRobert Olstein$6K

SOLDBill Nygren

SOLDStanley Druckenmiller

SOLDDavid Tepper

Q4 '258 owners · $1.71B

INCREASEDBill Nygren$1.36B

REDUCEDRichard Pzena$207.0M

REDUCEDSamantha McLemore$47.2M

NEWStanley Druckenmiller$45.2M

INCREASEDDavid Tepper$33.0M

REDUCEDRobert Olstein$7.1M

REDUCEDRay Dalio$5.2M

NEWFPA Queens Road$224K

Q3 '256 owners · $1.10B

REDUCEDBill Nygren$767.4M

REDUCEDRichard Pzena$240.1M

REDUCEDSamantha McLemore$48.9M

REDUCEDDavid Tepper$26.2M

REDUCEDRobert Olstein$7.6M

NEWRay Dalio$5.2M

SOLDStanley Druckenmiller

Q2 '256 owners · $1.02B

INCREASEDBill Nygren$690.9M

INCREASEDRichard Pzena$212.1M

INCREASEDSamantha McLemore$44.2M

INCREASEDStanley Druckenmiller$39.0M

NEWDavid Tepper$27.0M

REDUCEDRobert Olstein$8.1M

Q1 '257 owners · $788.0M

REDUCEDBill Nygren$492.3M

NEWRichard Pzena$184.5M

NEWRay Dalio$69.9M

NEWSamantha McLemore$33.5M

INCREASEDRobert Olstein$7.7M

INCREASEDStanley Druckenmiller$41K

REDUCEDStanley Druckenmiller$15K

SOLDLee Ainslie

Q4 '245 owners · $602.0M

NEWBill Nygren$594.1M

REDUCEDRobert Olstein$7.5M

NEWLee Ainslie$227K

NEWStanley Druckenmiller$57K

NEWStanley Druckenmiller$49K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

2%analyst est. 2.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

4.7%current: 4.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

DAL: Held by 6 superinvestors · 16 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-10-31

SELLLisa McClainR

$1,001 - $15,0002025-10-30

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLDave McCormickR

$250,001 - $500,0002025-07-30

BUYLisa McClainR

$1,001 - $15,0002025-06-17

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-04-15

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

SELLJefferson ShreveR

$15,001 - $50,0002025-03-13

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-06

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-10-14