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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$48.9M Sell
2025
Q2
$44.2M Buy
2025
Q1
$33.5M Sell
2024
Q4
$57.3M Sell
2024
Q3
$64.2M Sell
2024
Q2
$63.6M Sell
2024
Q1
$91.7M Buy
2023
Q4
$77M Buy
2023
Q3
$67.5M Sell
2023
Q2
$88.8M Buy
2023
Q1
$7.34M Hold
2022
Q4
$6.91M Hold
2022
Q3
$5.9M Buy
2022
Q2
$5.95M Sell
2022
Q1
$9.81M Buy
2021
Q4
$9.5M Buy