Black Cypress Capital Management’s Delta Air Lines DAL Stock Holding History

Black Cypress Capital Management’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Sell	4,665 -15,728	-77%	-$1.19M	0.29%	21
2026 Q1	$1.36M	Sell	20,393 -70,854	-78%	-$4.77M	0.97%	16
2025 Q4	$6.33M	Sell	91,247 -582	-0.6%	-$36.4K	4.42%	8
2025 Q3	$5.21M	Buy	91,829 +3,776	+4%	+$215K	3.91%	10
2025 Q2	$4.33M	Buy	88,053 +47,129	+115%	+$2.16M	3.54%	12
2025 Q1	$1.78M	Sell	40,924 -10,364	-20%	-$614K	1.63%	15
2024 Q4	$3.1M	Sell	51,288 -5,486	-10%	-$324K	2.69%	14
2024 Q3	$2.88M	Buy	56,774 +2,473	+5%	+$108K	2.59%	13
2024 Q2	$2.58M	Buy	54,301 +1,781	+3%	+$88.6K	2.46%	13
2024 Q1	$2.51M	Buy	+52,520	New	+$2.17M	2.35%	13

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Black Cypress Capital Management's DAL Position: Q2 2026 in Review

Black Cypress Capital Management reduced its Delta Air Lines (DAL) stake by 77% in Q2 2026, selling an estimated $1.19M and leaving 4,665 shares worth $437K. The position accounts for 0.29% of the portfolio, ranked #21.

Black Cypress Capital Management first reported a position in DAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.33M in Q4 2025. 1,520 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Black Cypress Capital Management held 4,665 shares of Delta Air Lines worth $437K as of Q2 2026.
Black Cypress Capital Management sold 15,728 Delta Air Lines shares in Q2 2026, an estimated $1.19M.
Delta Air Lines made up 0.29% of Black Cypress Capital Management's portfolio in Q2 2026, its #21 holding.
Black Cypress Capital Management first reported a position in Delta Air Lines in Q1 2024 and has held it in 10 quarters since.
Black Cypress Capital Management's Delta Air Lines position peaked at $6.33M in Q4 2025.
1,520 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Black Cypress Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.