Knightsbridge Asset Management’s Delta Air Lines DAL Stock Holding History

Knightsbridge Asset 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 Q1	$394K	Buy	5,933 +1,062	+22%	+$71.5K	0.05%	144
2025 Q4	$338K	Buy	4,871 +1,267	+35%	+$79.2K	0.05%	145
2025 Q3	$205K	Buy	+3,604	New	+$206K	0.03%	166
2024 Q2	–	Sell	-139,536	Closed	-$5.61M	–	119
2024 Q1	$5.61M	Hold	139,536	–	–	1.59%	23
2023 Q4	$5.61M	Sell	139,536 -4,771	-3%	-$173K	1.59%	23
2023 Q3	$5.34M	Sell	144,307 -3,267	-2%	-$142K	1.68%	22
2023 Q2	$7.02M	Sell	147,574 -150,128	-50%	-$5.54M	2.26%	13
2023 Q1	$10.4M	Buy	+297,702	New	+$11M	1.78%	21

Other funds holding DAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Knightsbridge Asset Management's DAL Position: Q1 2026 in Review

Knightsbridge Asset Management increased its Delta Air Lines (DAL) stake by 22% in Q1 2026, buying an estimated $71.5K and bringing the position to 5,933 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #144.

Knightsbridge Asset Management first reported a position in DAL in Q1 2023 and has held it in 8 quarters since. The position peaked at $10.4M in Q1 2023. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Knightsbridge Asset Management held 5,933 shares of Delta Air Lines worth $394K as of Q1 2026.
Knightsbridge Asset Management bought 1,062 Delta Air Lines shares in Q1 2026, an estimated $71.5K.
Delta Air Lines made up 0.05% of Knightsbridge Asset Management's portfolio in Q1 2026, its #144 holding.
Knightsbridge Asset Management first reported a position in Delta Air Lines in Q1 2023 and has held it in 8 quarters since.
Knightsbridge Asset Management's Delta Air Lines position peaked at $10.4M in Q1 2023.
1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.