What smart money is saying about Delta Air Lines
DAL
No fund has written a full thesis on Delta Air Lines in our archive, but 1 fund letter reports a position in it — most recently Cambiar Investors Opportunity Fund in June 2026.
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1
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Delta Air Lines on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Individual outperformers in Industrials and Healthcare included Delta Air Lines, Centene, and Elevance Health. The price action in Delta has been the mirror image of energy stocks – i.e., drawdown in 1Q due to higher fuel prices and a subsequent rebound in 2Q as oil prices retreated. While it has not been a linear return, Delta has been a strong performer for the portfolio since our initial attachment in early 2024. Given the company’s industry-leading profitability and premium product focus, in tandem with an improved market structure for the airline industry, we remain constructive on the risk/reward profile for Delta.”
Delta Air Lines
Also mentioned · 1
These funds discuss Delta Air Lines — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Top contributors: • Delta Air Lines was a contributor during the quarter.”
Delta Air Lines
Read the letters behind these Delta Air Lines positions
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