Bornite Capital Management’s Delta Air Lines DAL Stock Holding History

Bornite 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 Q3	$2.59M	Buy	+31,000	New	+$2.63M	0.37%	22

Other funds holding DAL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bornite Capital Management's DAL Position: Q3 2026 in Review

Bornite Capital Management opened a new position in Delta Air Lines (DAL) in Q3 2026: 31,000 shares worth $2.59M. The stake represents 0.37% of the portfolio and ranks #22 among its holdings.

1,273 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

Bornite Capital Management held 31,000 shares of Delta Air Lines worth $2.59M as of Q3 2026.
Delta Air Lines was a new Bornite Capital Management position in Q3 2026.
Delta Air Lines made up 0.37% of Bornite Capital Management's portfolio in Q3 2026, its #22 holding.
1,273 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Bornite Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.