← Top Holdings

DALDELTA AIR LINES INC DEL

CUSIP: 247361702

🔥 Bought by 2 superinvestors this quarter

8

Guru Owners

$1.71B

Total Value Held

24.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	19666515	$1.36B	1.73%	$69.40	Q4 2025
Richard Pzena	Pzena Investment Management	2982793	$207.0M	0.62%	$69.40	Q4 2025
Samantha McLemore	Patient Capital Management	680405	$47.2M	1.82%	$69.40	Q4 2025
Stanley Druckenmiller	Duquesne Family Office	650910	$45.2M	1.01%	$69.40	Q4 2025
David Tepper	Appaloosa Management	475000	$33.0M	0.48%	$69.40	Q4 2025
Robert Olstein	Olstein Capital Management	102100	$7.1M	1.45%	$69.40	Q4 2025
Ray Dalio	Bridgewater Associates	74859	$5.2M	0.02%	$69.40	Q4 2025
FPA Queens Road	Bragg Financial Advisors	3227	$224K	0.01%	$69.40	Q4 2025

$1.36B

1.73%

$207.0M

0.62%

Samantha McLemore

$47.2M

1.82%

Stanley Druckenmiller

$45.2M

1.01%

$33.0M

0.48%

$7.1M

1.45%

$5.2M

0.02%

FPA Queens Road

$224K

0.01%

📊 Fundamentals

Market Cap$46.8B

P/E Ratio10.4x

Below market avg

Forward P/E8.9x

P/FCF15.1x

EPS (TTM)$6.85

Revenue (TTM)$65.2B

Profit Margin6.87%

Div Yield1.05%

Beta1.31

52-Week Range

$39.59

$76.39

Current: $71.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 10.4x trailing earnings → 8.9x forward · 6.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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 · $844.3M

REDUCEDBill Nygren$492.3M

NEWRichard Pzena$184.5M

NEWRay Dalio$69.9M

INCREASEDStanley Druckenmiller$41.4M

NEWSamantha McLemore$33.5M

REDUCEDStanley Druckenmiller$15.0M

INCREASEDRobert Olstein$7.7M

SOLDLee Ainslie

Q4 '245 owners · $708.8M

NEWBill Nygren$594.1M

NEWStanley Druckenmiller$57.4M

NEWStanley Druckenmiller$49.5M

REDUCEDRobert Olstein$7.5M

NEWLee Ainslie$227K

Q3 '242 owners · $20.7M

INCREASEDRay Dalio$11.8M

INCREASEDRobert Olstein$8.9M

SOLDLee Ainslie

💰 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

3%analyst est. 2.7%

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 8 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

DAL Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker