Position in DAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,878,553
+$1,432,755 QoQ
Shares Held
41,411
+12.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#345
of 1,508 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $5,676,720 across 6 Airlines names. DAL ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
41,411 | $3,878,553 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
5,968 | $811,588 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
8,145 | $425,169 | |
| 4 | LUV |
Southwest Airlines Co
|
5,628 | $289,391 | |
| 5 | AAL |
American Airlines Group Inc.
|
11,446 | $206,829 | |
| 6 | JBLU |
Jetblue Airways Corp
|
11,377 | $65,190 |
All Filings in DAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,878,553 | 41,411 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,445,798 | 36,790 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,437,119 | 35,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,224,494 | 21,577 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $939,288 | 19,099 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $679,462 | 15,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $973,082 | 16,084 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $507,087 | 9,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $609,034 | 12,838 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||