Perennial Investment Advisors, LLC
Position in DAL — Delta Air Lines, Inc.
CIK 1801523
Los Angeles, CA
Position in DAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$286,131
+$79,113 QoQ
Shares Held
3,055
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,006
of 1,508 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Derivatives in DAL
reported options exposure · as of Jun 30, 2026CallValue
$9,366
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $314,228 across 2 Airlines names. DAL ranks #1 (91.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
3,055 | $286,131 | |
| 2 | SRFM |
Surf Air Mobility Inc.
|
24,222 | $28,097 |
All Filings in DAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,366 | 100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $286,131 | 3,055 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $207,018 | 3,114 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,940 | 100 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $198,622 | 2,862 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $206,910 | 3,420 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||