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Polar Capital Holdings’s Delta Air Lines DAL Stock Holding History

Polar Capital Holdings’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 		$50.7M Buy
762,178
+350,791
+85% +$23.6M 0.18% 95
2025
Q4 		$28.6M Buy
411,387
+87,345
+27% +$5.46M 0.11% 133
2025
Q3 		$18.4M Buy
+324,042
New +$18.5M 0.09% 160

Other funds holding DAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Polar Capital Holdings's DAL Position: Q1 2026 in Review

Polar Capital Holdings increased its Delta Air Lines (DAL) stake by 85% in Q1 2026, buying an estimated $23.6M and bringing the position to 762,178 shares worth $50.7M. The position accounts for 0.18% of the portfolio, ranked #95.

Polar Capital Holdings first reported a position in DAL in Q3 2025 and has held it in 3 quarters since. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Polar Capital Holdings held 762,178 shares of Delta Air Lines worth $50.7M as of Q1 2026.
  • Polar Capital Holdings bought 350,791 Delta Air Lines shares in Q1 2026, an estimated $23.6M.
  • Delta Air Lines made up 0.18% of Polar Capital Holdings's portfolio in Q1 2026, its #95 holding.
  • Polar Capital Holdings first reported a position in Delta Air Lines in Q3 2025 and has held it in 3 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.