Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  Delta Air Lines, Inc. (DAL)
← All DAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 18,002,954 1.60 Reduce 8.46% 0.15 $55.28–76.39 · VW $65.88i $1,196,836,376 SEC
2025   Q4 19,666,515 1.73 Add 45.44% 0.54 $55.03–72.34 · VW $62.39i $1,364,856,122 SEC
2025   Q3 13,521,870 1.23 Reduce 3.75% 0.04 $48.24–63.91 · VW $56.21i $767,366,118 SEC
2025   Q2 14,048,629 1.12 Add 24.41% 0.22 $34.74–53.56 · VW $45.01i $690,911,556 SEC
2025   Q1 11,292,182 0.83 Add 14.98% 0.11 $40.78–69.98 · VW $56.48i $492,339,136 SEC
2024   Q4 9,820,652 0.98 Reduce 22.21% 0.23 $46.90–67.50 · VW $58.99i $594,149,466 SEC
2024   Q3 12,623,907 1.05 Add 7.77% 0.08 $37.29–52.45 · VW $44.62i $641,168,232 SEC
2024   Q2 11,713,545 0.94 Add 79.21% 0.42 $45.45–53.86 · VW $49.34i $555,690,552 SEC
2024   Q1 6,536,230 0.51 Buy 0.51 $36.34–48.06 · VW $41.63i $312,889,329 SEC
Price snapshot:
Current price$86.19
Avg. buy price$54.48
+/- since buy58.20%
52-week low$49.90
52-week high$95.44