DAL — DELTA AIRLINES INC COMMON

Ownership history in Olstein Capital Management, L.P.  ·  65 quarters on record

AI Ownership Summary

Olstein Capital Management, L.P. reported DELTA AIRLINES INC COMMON (DAL) in 65 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.63% in 2023 Q4. The latest visible filing shows DAL at 1.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Olstein Capital Management, L.P.'s position in DELTA AIRLINES INC COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DAL was reported at 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DAL stock page Olstein Capital Management, L.P. fund profile Olstein Capital Management, L.P. full holdings
How Olstein Capital Management, L.P. held DAL — position size vs. price
% of Fund (quarterly)    DAL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 102,100 -31,900 -23.8% 1.45% $7.1M 2026-02-14 (Est.) $68.81
2025 Q3 REDUCED 134,000 -30,000 -18.3% 1.44% $7.6M 2025-10-21 $62.15
2025 Q2 REDUCED 164,000 -12,000 -6.8% 1.51% $8.1M 2025-07-22 $55.16
2025 Q1 ADDED 176,000 +52,000 +41.9% 1.41% $7.7M 2025-04-14 $39.81
2024 Q4 REDUCED 124,000 -51,000 -29.1% 1.32% $7.5M 2025-01-21 $67.35
2024 Q3 ADDED 175,000 +43,000 +32.6% 1.51% $8.9M 2024-10-31 $56.39
2024 Q2 REDUCED 132,000 -36,000 -21.4% 1.11% $6.3M 2024-07-10 $45.88
2024 Q1 REDUCED 168,000 -72,000 -30.0% 1.32% $8.0M 2024-04-19 $46.49
2023 Q4 ADDED 240,000 +19,000 +8.6% 1.63% $9.7M 2024-01-25 $39.17
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DAL

As of 2025 Q4 — sorted by position size

GMT CAPITAL CORP 3Y 7Y 16.13% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 12.29% Gallagher Fiduciary Advisors, LLC 3Y 7Y 9.08% U S GLOBAL INVESTORS INC 3Y 7Y 9.04% Arrow Capital Pty Ltd 7.98% Candlestick Capital Management LP 3Y 7.02% PAR CAPITAL MANAGEMENT INC 3Y 7Y 6.56% CLEARFIELD CAPITAL MANAGEMENT LP 3Y 7Y 6.46% Black Cypress Capital Management, LLC 4.42% Life Cycle Investment Partners Ltd 3.3%

FAQ About Olstein Capital Management, L.P. and DAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Olstein Capital Management, L.P. reported owning DAL?

Olstein Capital Management, L.P. reported DAL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DAL position in Olstein Capital Management, L.P.'s portfolio?

The largest reported portfolio weight for DAL was 1.63% in 2023 Q4.

What is the latest reported DAL position on this page?

The most recent filing on this page is 2025 Q4, when Olstein Capital Management, L.P. reported 102,100 shares, equal to 1.45% of portfolio, with an estimated market value of $7.1M.

What does the chart on this DAL ownership page compare?

The chart compares Olstein Capital Management, L.P.'s quarterly DAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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