Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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 893,650 0.18 Reduce 8.12% 0.02 $55.28–76.39 · VW $65.88i $59,409,852 SEC
2025   Q4 972,583 0.25 Add 47.57% 0.08 $55.03–72.34 · VW $62.39i $67,497,260 SEC
2025   Q3 659,065 0.16 Add 59.10% 0.06 $48.24–63.91 · VW $56.21i $37,401,939 SEC
2025   Q2 414,250 0.12 Reduce 8.09% 0.01 $34.74–53.56 · VW $45.01i $20,372,815 SEC
2025   Q1 450,711 0.16 Add 19.58% 0.03 $40.78–69.98 · VW $56.48i $19,651,000 SEC
2024   Q4 376,910 0.22 Reduce 7.09% 0.02 $46.90–67.50 · VW $58.99i $22,803,055 SEC
2024   Q3 405,662 0.21 Add 64.88% 0.08 $37.29–52.45 · VW $44.62i $20,603,573 SEC
2024   Q2 246,036 0.15 Reduce 10.85% 0.02 $45.45–53.86 · VW $49.34i $11,671,948 SEC
2024   Q1 275,982 0.20 Add 9.05% 0.02 $36.34–48.06 · VW $41.63i $13,211,258 SEC
2023   Q4 253,080 0.19 Reduce 11.65% 0.03 $30.60–42.70 · VW $35.63i $10,181,408 SEC
2023   Q3 286,445 0.22 Add 1298.45% 0.20 $36.41–49.81 · VW $43.66i $10,598,465 SEC
2023   Q2 20,483 0.02 Add 22.22% <0.01 $32.44–47.73 · VW $38.19i $973,762 SEC
2023   Q1 16,759 0.01 Reduce 50.53% 0.02 $31.04–40.34 · VW $36.74i $585,224 SEC
2022   Q4 33,875 0.03 Add 289.77% 0.02 $27.20–36.88 · VW $33.16i $1,113,132 SEC
2022   Q3 8,691 <0.01 Buy <0.01 $27.80–35.79 · VW $31.09i $244,000 SEC
2022   Q2 0 0.00 Sell 100.00% 0.01 $28.10–46.27 · VW $38.26i SEC
2022   Q1 10,924 0.01 Add 96.30% <0.01 $29.75–45.14 · VW $38.54i $432,000 SEC
2021   Q4 5,565 <0.01 Buy <0.01 $33.40–46.00 · VW $38.97i $217,000 SEC
2020   Q2 0 0.00 Sell 100.00% 0.46 $17.51–37.24 · VW $26.24i SEC
2020   Q1 584,579 0.46 Add 34.02% 0.12 $19.10–62.48 · VW $38.85i $16,678,000 SEC
2019   Q4 436,186 0.47 Add 5.79% 0.03 $51.07–59.92 · VW $56.21i $25,508,000 SEC
2019   Q3 412,294 0.42 Add 357.33% 0.33 $55.57–63.44 · VW $59.23i $23,748,000 SEC
2019   Q2 90,153 0.08 Reduce 63.01% 0.12 $51.31–58.99 · VW $55.30i $5,116,000 SEC
2019   Q1 243,692 0.19 Buy 0.19 $45.08–52.22 · VW $49.66i $12,587,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.09 $48.52–60.23 · VW $55.32i SEC
2018   Q2 130,002 0.09 Reduce 54.18% 0.12 $49.05–56.12 · VW $52.80i $6,440,000 SEC
2018   Q1 283,718 0.22 Reduce 63.59% 0.41 $48.52–60.79 · VW $55.27i $15,551,000 SEC
2017   Q4 779,257 0.64 Reduce 20.71% 0.15 $47.90–56.84 · VW $52.30i $43,638,000 SEC
2017   Q3 982,748 0.71 Add 44.84% 0.22 $44.59–55.75 · VW $48.89i $47,388,000 SEC
2017   Q2 678,520 0.52 Reduce 47.40% 0.36 $43.81–54.53 · VW $48.89i $36,464,000 SEC
2017   Q1 1,290,005 0.77 Add 13.45% 0.09 $44.47–52.00 · VW $48.33i $59,289,000 SEC
2016   Q4 1,137,022 0.74 Reduce 32.76% 0.29 $37.91–52.76 · VW $45.00i $55,930,000 SEC
2016   Q3 1,690,955 0.89 Add 35.25% 0.23 $34.08–41.35 · VW $38.00i $66,556,000 SEC
2016   Q2 1,250,232 0.56 Add 11.34% 0.06 $32.60–49.80 · VW $41.20i $45,546,000 SEC
2016   Q1 1,122,905 0.62 Add 0.84% <0.01 $40.03–50.50 · VW $46.46i $54,663,000 SEC
2015   Q4 1,113,526 0.63 Reduce 32.34% 0.24 $43.35–52.77 · VW $49.00i $56,445,000 SEC
2015   Q3 1,645,781 0.75 Add 10.61% 0.07 $34.61–48.30 · VW $43.57i $73,846,000 SEC
2015   Q2 1,487,918 0.53 Add 25.00% 0.11 $38.97–47.98 · VW $43.39i $61,124,000 SEC
2015   Q1 1,190,370 0.42 Add 0.47% <0.01 $42.60–51.06 · VW $45.99i $53,519,000 SEC
2014   Q4 1,184,747 0.50 Reduce 43.34% 0.34 $30.12–50.16 · VW $41.63i $58,278,000 SEC
2014   Q3 2,090,925 0.79 Add 97.92% 0.39 $34.59–40.97 · VW $37.71i $75,587,000 SEC
2014   Q2 1,056,471 0.54 Buy 0.54 $30.54–42.66 · VW $37.82i $40,907,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.07 $18.30–24.10 · VW $21.36i SEC
2013   Q2 85,904 0.07 Reduce 2.69% <0.01 $13.94–19.43 · VW $17.21i $1,607,000 SEC
2013   Q1 88,283 0.08 Reduce 48.73% 0.06 $11.97–17.25 · VW $14.39i $1,458,000 SEC
2012   Q4 172,198 0.13 Add 69.59% 0.05 $9.11–12.05 · VW $10.34i $2,044,000 SEC
2012   Q3 101,535 0.07 Buy 0.07 $8.42–11.25 · VW $9.39i $930,000 SEC
Price snapshot:
Current price$86.19
Avg. buy price$54.97
+/- since buy56.80%
52-week low$49.90
52-week high$95.44