Robert Olstein - Olstein Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    99
Portfolio value:    $458,067,000
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 88,000 1.28 Reduce 13.81% 0.20 $55.28–76.39 · VW $65.88i $5,850,000 SEC
2025   Q4 102,100 1.45 Reduce 23.81% 0.34 $55.03–72.34 · VW $62.39i $7,086,000 SEC
2025   Q3 134,000 1.44 Reduce 18.29% 0.28 $48.24–63.91 · VW $56.21i $7,605,000 SEC
2025   Q2 164,000 1.51 Reduce 6.82% 0.10 $34.74–53.56 · VW $45.01i $8,066,000 SEC
2025   Q1 176,000 1.41 Add 41.94% 0.42 $40.78–69.98 · VW $56.48i $7,674,000 SEC
2024   Q4 124,000 1.32 Reduce 29.14% 0.44 $46.90–67.50 · VW $58.99i $7,502,000 SEC
2024   Q3 175,000 1.51 Add 32.58% 0.37 $37.29–52.45 · VW $44.62i $8,888,000 SEC
2024   Q2 132,000 1.11 Reduce 21.43% 0.28 $45.45–53.86 · VW $49.34i $6,262,000 SEC
2024   Q1 168,000 1.32 Reduce 30.00% 0.49 $36.34–48.06 · VW $41.63i $8,042,000 SEC
2023   Q4 240,000 1.63 Add 8.60% 0.13 $30.60–42.70 · VW $35.63i $9,655,000 SEC
2023   Q3 221,000 1.40 Add 16.32% 0.20 $36.41–49.81 · VW $43.66i $8,177,000 SEC
2023   Q2 190,000 1.46 Reduce 24.96% 0.35 $32.44–47.73 · VW $38.19i $9,033,000 SEC
2023   Q1 253,200 1.39 Reduce 8.26% 0.12 $31.04–40.34 · VW $36.74i $8,842,000 SEC
2022   Q4 276,000 1.42 $32.86 $9,069,000 SEC
2022   Q3 276,000 1.30 Add 14.05% 0.16 $27.80–35.79 · VW $31.09i $7,745,000 SEC
2022   Q2 242,000 1.05 Reduce 13.57% 0.19 $28.10–46.27 · VW $38.26i $7,011,000 SEC
2022   Q1 280,000 1.39 Add 3.32% 0.04 $29.75–45.14 · VW $38.54i $11,080,000 SEC
2021   Q4 271,000 1.26 Add 11.07% 0.13 $33.40–46.00 · VW $38.97i $10,591,000 SEC
2021   Q3 244,000 1.27 Add 26.42% 0.27 $37.31–45.06 · VW $40.84i $10,397,000 SEC
2021   Q2 193,000 1.05 Add 22.15% 0.19 $42.58–51.82 · VW $46.20i $8,349,000 SEC
2021   Q1 158,000 1.07 Add 20.61% 0.18 $37.42–52.28 · VW $44.43i $7,628,000 SEC
2020   Q4 131,000 0.84 Add 3.97% 0.03 $28.74–43.76 · VW $36.12i $5,268,000 SEC
2020   Q3 126,000 0.70 Reduce 20.25% 0.17 $24.38–35.07 · VW $28.74i $3,853,000 SEC
2020   Q2 158,000 0.83 Reduce 13.66% 0.16 $17.51–37.24 · VW $26.24i $4,432,000 SEC
2020   Q1 183,000 1.15 Add 32.61% 0.28 $19.10–62.48 · VW $38.85i $5,221,000 SEC
2019   Q4 138,000 1.26 Add 10.40% 0.12 $51.07–59.92 · VW $56.21i $8,070,000 SEC
2019   Q3 125,000 1.13 Reduce 14.32% 0.19 $55.57–63.44 · VW $59.23i $7,200,000 SEC
2019   Q2 145,884 1.35 Reduce 17.67% 0.27 $51.31–58.99 · VW $55.30i $8,279,000 SEC
2019   Q1 177,200 1.53 Add 20.54% 0.26 $45.08–52.22 · VW $49.66i $9,152,000 SEC
2018   Q4 147,000 1.21 Reduce 15.03% 0.20 $47.90–61.32 · VW $55.14i $7,335,000 SEC
2018   Q3 173,000 1.36 Reduce 2.81% 0.03 $48.52–60.23 · VW $55.32i $10,005,000 SEC
2018   Q2 178,000 1.18 Add 2.89% 0.03 $49.05–56.12 · VW $52.80i $8,818,000 SEC
2018   Q1 173,000 1.22 Add 11.61% 0.13 $48.52–60.79 · VW $55.27i $9,482,000 SEC
2017   Q4 155,000 1.11 Reduce 9.36% 0.10 $47.90–56.84 · VW $52.30i $8,680,000 SEC
2017   Q3 171,000 1.07 Add 4.08% 0.04 $44.59–55.75 · VW $48.89i $8,246,000 SEC
2017   Q2 164,300 1.13 Reduce 16.81% 0.20 $43.81–54.53 · VW $48.89i $8,829,000 SEC
2017   Q1 197,500 1.19 Add 15.50% 0.16 $44.47–52.00 · VW $48.33i $9,077,000 SEC
2016   Q4 171,000 1.11 Reduce 37.13% 0.53 $37.91–52.76 · VW $45.00i $8,411,000 SEC
2016   Q3 272,000 1.43 Add 15.25% 0.19 $34.08–41.35 · VW $38.00i $10,706,000 SEC
2016   Q2 236,000 1.19 Add 68.57% 0.48 $32.60–49.80 · VW $41.20i $8,597,000 SEC
2016   Q1 140,000 0.93 Add 8.53% 0.07 $40.03–50.50 · VW $46.46i $6,815,000 SEC
2015   Q4 129,000 0.87 Reduce 28.33% 0.29 $43.35–52.77 · VW $49.00i $6,539,000 SEC
2015   Q3 180,000 1.03 Reduce 31.30% 0.36 $34.61–48.30 · VW $43.57i $8,077,000 SEC
2015   Q2 262,000 1.15 Add 32.99% 0.29 $38.97–47.98 · VW $43.39i $10,763,000 SEC
2015   Q1 197,000 0.98 Add 22.36% 0.18 $42.60–51.06 · VW $45.99i $8,857,000 SEC
2014   Q4 161,000 1.00 Reduce 33.74% 0.39 $30.12–50.16 · VW $41.63i $7,920,000 SEC
2014   Q3 243,000 1.17 Add 30.65% 0.27 $34.59–40.97 · VW $37.71i $8,784,000 SEC
2014   Q2 186,000 0.98 Reduce 0.53% <0.01 $30.54–42.66 · VW $37.82i $7,202,000 SEC
2014   Q1 187,000 0.91 Reduce 17.98% 0.17 $27.26–35.85 · VW $32.01i $6,480,000 SEC
2013   Q4 228,000 0.93 Reduce 14.61% 0.15 $23.63–29.44 · VW $27.06i $6,263,000 SEC
2013   Q3 267,000 1.01 Reduce 34.40% 0.43 $18.30–24.10 · VW $21.36i $6,299,000 SEC
2013   Q2 407,000 1.26 Reduce 2.86% 0.04 $13.94–19.43 · VW $17.21i $7,615,000 SEC
2013   Q1 419,000 1.22 Reduce 27.76% 0.37 $11.97–17.25 · VW $14.39i $6,918,000 SEC
2012   Q4 580,000 1.35 Reduce 15.33% 0.18 $9.11–12.05 · VW $10.34i $6,885,000 SEC
2012   Q3 685,000 1.16 Add 26.38% 0.24 $8.42–11.25 · VW $9.39i $6,275,000 SEC
2012   Q2 542,000 1.11 Reduce 32.67% 0.44 $9.78–12.25 · VW $11.05i $5,935,000 SEC
2012   Q1 805,000 1.35 Reduce 3.59% 0.05 $7.83–11.58 · VW $9.90i $7,978,000 SEC
2011   Q4 835,000 1.30 Add 1.21% 0.02 $6.64–9.13 · VW $8.10i $6,755,000 SEC
2011   Q3 825,000 1.26 Add 16.20% 0.18 $6.41–9.41 · VW $7.74i $6,188,000 SEC
2011   Q2 710,000 1.07 Add 10.08% 0.10 $8.91–11.60 · VW $10.02i $6,511,000 SEC
2011   Q1 645,000 1.00 Add 67.53% 0.40 $9.71–13.21 · VW $11.12i $6,321,000 SEC
2010   Q4 385,000 0.79 Add 54.00% 0.28 $10.96–14.54 · VW $13.21i $4,851,000 SEC
2010   Q3 250,000 0.52 Buy 0.52 $9.60–12.80 · VW $11.30i $2,910,000 SEC
Price snapshot:
Current price$86.19
Avg. buy price$42.42
+/- since buy103.17%
52-week low$49.90
52-week high$95.44