Slate Path Capital LP

Position in DAL — Delta Air Lines, Inc.

CIK 1559706 New York, NY

Position in DAL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$197,216,111

-$5,921,020 QoQ

Shares Held

2,966,548

+1.3% QoQ

Ownership

0.452%

of shares outstanding

% of Portfolio

2.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Slate Path Capital LP holds $553,340,694 across 3 Airlines names. DAL ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	3,113,052	$286,618,697
2	DAL	Delta Air Lines, Inc. This page	2,966,548	$197,216,111
3	AAL	American Airlines Group Inc.	6,471,684	$69,505,886

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$197,216,111	2,966,548	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$203,137,131	2,927,048	+68.7%	Shares	Sole	2026-02-17
2025-09-30	$98,441,274	1,734,648	-1.6%	Shares	Sole	2025-11-14
2025-06-30	$86,699,323	1,762,898	-6.7%	Shares	Sole	2025-08-14
2025-03-31	$82,373,392	1,889,298	-36.5%	Shares	Sole	2025-05-15
2024-12-31	$179,996,272	2,975,145	-54.1%	Shares	Sole	2025-02-14
2024-09-30	$329,474,730	6,487,000	+57.6%	Shares	Sole	2024-11-14
2024-06-30	$195,310,480	4,117,000	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.