Samantha McLemore - Patient Capital Management
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 | 552,514 | 1.37 | Reduce 18.80% | 0.34 | $55.28–76.39 · VW $65.88i | $36,731,147 | SEC |
| 2025 Q4 | 680,405 | 1.82 | Reduce 21.00% | 0.41 | $55.03–72.34 · VW $62.39i | $47,220,136 | SEC |
| 2025 Q3 | 861,298 | 1.96 | Reduce 4.27% | 0.09 | $48.24–63.91 · VW $56.21i | $48,878,660 | SEC |
| 2025 Q2 | 899,700 | 2.00 | Add 17.11% | 0.29 | $34.74–53.56 · VW $45.01i | $44,247,227 | SEC |
| 2025 Q1 | 768,268 | 1.72 | Reduce 18.92% | 0.50 | $40.78–69.98 · VW $56.48i | $33,496,499 | SEC |
| 2024 Q4 | 947,509 | 2.64 | Reduce 25.01% | 0.79 | $46.90–67.50 · VW $58.99i | $57,324,289 | SEC |
| 2024 Q3 | 1,263,574 | 3.15 | Reduce 5.81% | 0.20 | $37.29–52.45 · VW $44.62i | $64,176,935 | SEC |
| 2024 Q2 | 1,341,503 | 3.38 | Reduce 30.00% | 1.34 | $45.45–53.86 · VW $49.34i | $63,640,886 | SEC |
| 2024 Q1 | 1,916,503 | 4.47 | Add 0.16% | <0.01 | $36.34–48.06 · VW $41.63i | $91,742,991 | SEC |
| 2023 Q4 | 1,913,428 | 4.08 | Add 4.82% | 0.19 | $30.60–42.70 · VW $35.63i | $76,977,193 | SEC |
| 2023 Q3 | 1,825,489 | 3.98 | Reduce 2.22% | 0.11 | $36.41–49.81 · VW $43.66i | $67,543,081 | SEC |
| 2023 Q2 | 1,866,885 | 4.94 | Add 787.72% | 4.38 | $32.44–47.73 · VW $38.19i | $88,751,701 | SEC |
| 2023 Q1 | 210,300 | 3.29 | $34.92 | $7,343,676 | SEC | ||
| 2022 Q4 | 210,300 | 3.41 | $32.86 | $6,910,458 | SEC | ||
| 2022 Q3 | 210,300 | 2.99 | Add 2.44% | 0.07 | $27.80–35.79 · VW $31.09i | $5,901,000 | SEC |
| 2022 Q2 | 205,300 | 2.92 | Reduce 17.22% | 0.67 | $28.10–46.27 · VW $38.26i | $5,948,000 | SEC |
| 2022 Q1 | 248,000 | 3.87 | Add 2.06% | 0.08 | $29.75–45.14 · VW $38.54i | $9,813,000 | SEC |
| 2021 Q4 | 243,000 | 3.85 | $39.08 | $9,496,000 | SEC |
Price snapshot:
Current price$86.19
Avg. buy price$46.70
+/- since buy84.58%
52-week low$49.90
52-week high$95.44