Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
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   Q1 0 0.00 Sell 100.00% 3.34 $19.10–62.48 · VW $38.85i SEC
2019   Q4 2,448,661 3.34 Reduce 18.79% 0.70 $51.07–59.92 · VW $56.21i $143,198,000 SEC
2019   Q3 3,015,313 3.72 Reduce 2.66% 0.09 $55.57–63.44 · VW $59.23i $173,682,000 SEC
2019   Q2 3,097,573 3.54 Reduce 5.20% 0.17 $51.31–58.99 · VW $55.30i $175,787,000 SEC
2019   Q1 3,267,477 3.36 Add 3.16% 0.10 $45.08–52.22 · VW $49.66i $168,765,000 SEC
2018   Q4 3,167,306 3.34 Add 11.45% 0.34 $47.90–61.32 · VW $55.14i $158,049,000 SEC
2018   Q3 2,841,995 2.89 Reduce 1.07% 0.03 $48.52–60.23 · VW $55.32i $164,353,000 SEC
2018   Q2 2,872,729 2.48 Reduce 12.61% 0.38 $49.05–56.12 · VW $52.80i $142,315,000 SEC
2018   Q1 3,287,146 3.00 Reduce 1.97% 0.06 $48.52–60.79 · VW $55.27i $180,168,000 SEC
2017   Q4 3,353,100 2.94 Add 12.94% 0.34 $47.90–56.84 · VW $52.30i $187,774,000 SEC
2017   Q3 2,968,928 2.39 Add 0.84% 0.02 $44.59–55.75 · VW $48.89i $143,162,000 SEC
2017   Q2 2,944,241 2.64 Buy 2.64 $43.81–54.53 · VW $48.89i $158,224,000 SEC
2012   Q3 0 0.00 Sell 100.00% 1.49 $8.42–11.25 · VW $9.39i SEC
2012   Q2 6,769,288 1.49 Reduce 39.47% 0.76 $9.78–12.25 · VW $11.05i $74,124,000 SEC
2012   Q1 11,183,378 1.94 Reduce 5.87% 0.11 $7.83–11.58 · VW $9.90i $110,883,000 SEC
2011   Q4 11,881,297 1.87 Reduce 7.26% 0.14 $6.64–9.13 · VW $8.10i $96,120,000 SEC
2011   Q3 12,811,922 1.97 Add 4.88% 0.09 $6.41–9.41 · VW $7.74i $96,089,000 SEC
2011   Q2 12,215,919 1.80 Add 19.34% 0.29 $8.91–11.60 · VW $10.02i $112,020,000 SEC
2011   Q1 10,236,031 1.52 Buy 1.52 $9.71–13.21 · VW $11.12i $100,313,000 SEC
Price snapshot:
Current price$86.19
52-week low$49.90
52-week high$95.44