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

Kingdon 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	$7.21M	Buy	+77,000	New	+$5.81M	0.74%	52
2023 Q3	–	Sell	-203,000	Closed	-$9.65M	–	82
2023 Q2	$9.65M	Buy	+203,000	New	+$7.49M	0.91%	41
2018 Q4	–	Sell	-212,112	Closed	-$12.3M	–	73
2018 Q3	$12.3M	Sell	212,112 -123,020	-37%	-$6.77M	0.86%	45
2018 Q2	$16.6M	Buy	+335,132	New	+$17.9M	1.16%	28
2017 Q1	–	Sell	-125,000	Closed	-$6.15M	–	114
2016 Q4	$6.15M	Buy	+125,000	New	+$5.7M	0.3%	86
2016 Q1	–	Sell	-592,770	Closed	-$30M	–	115
2015 Q4	$30M	Buy	+592,770	New	+$29.3M	1.46%	19
2014 Q4	–	Sell	-440,600	Closed	-$15.9M	–	156
2014 Q3	$15.9M	Sell	440,600 -100,000	-18%	-$3.82M	0.72%	35
2014 Q2	$20.9M	Sell	540,600 -230,200	-30%	-$8.69M	0.8%	26
2014 Q1	$26.7M	Sell	770,800 -497,700	-39%	-$16M	1.36%	15
2013 Q4	$34.8M	Buy	+1,268,500	New	+$34.1M	1.6%	7
2013 Q3	–	Sell	-473,000	Closed	-$8.45M	–	192
2013 Q2	$8.45M	Buy	+473,000	New	+$8.2M	0.5%	61

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 $3.37T AUM 44.26% 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

Kingdon Capital Management's DAL Position: Q2 2026 in Review

Kingdon Capital Management opened a new position in Delta Air Lines (DAL) in Q2 2026: 77,000 shares worth $7.21M. The stake represents 0.74% of the portfolio and ranks #52 among its holdings. This is a return to the name: Kingdon Capital Management previously reported a position in DAL as recently as Q2 2023.

Kingdon Capital Management first reported a position in DAL in Q2 2013 and has held it in 11 quarters since. The position peaked at $34.8M in Q4 2013. 1,513 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Kingdon Capital Management held 77,000 shares of Delta Air Lines worth $7.21M as of Q2 2026.
Delta Air Lines was a new Kingdon Capital Management position in Q2 2026.
Delta Air Lines made up 0.74% of Kingdon Capital Management's portfolio in Q2 2026, its #52 holding.
Kingdon Capital Management first reported a position in Delta Air Lines in Q2 2013 and has held it in 11 quarters since.
Kingdon Capital Management's Delta Air Lines position peaked at $34.8M in Q4 2013.
1,513 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Kingdon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.