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Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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
2020   Q2 0 0.00 Sell 100.00% 0.03 $17.51–37.24 · VW $26.24i SEC
2020   Q1 9,296 0.03 Buy 0.03 $19.10–62.48 · VW $38.85i $265,000 SEC
Price snapshot:
Current price$86.19
52-week low$49.90
52-week high$95.44
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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