Position in DAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,387,596
+$3,656,466 QoQ
Shares Held
431,215
-22.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#113
of 1,508 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Patient Capital Management, LLC holds $139,867,408 across 2 Airlines names. DAL ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
731,523 | $99,479,812 | |
| 2 | DAL |
Delta Air Lines, Inc.
This page
|
431,215 | $40,387,596 |
All Filings in DAL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,387,596 | 431,215 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $36,731,130 | 552,514 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,220,107 | 680,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,878,661 | 861,298 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $44,247,246 | 899,700 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,496,484 | 768,268 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $57,324,294 | 947,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,176,923 | 1,263,574 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,640,902 | 1,341,503 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $91,742,998 | 1,916,503 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $76,977,208 | 1,913,428 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $67,543,093 | 1,825,489 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $88,751,712 | 1,866,885 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,343,676 | 210,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,910,458 | 210,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,901,018 | 210,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,947,541 | 205,300 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,813,360 | 248,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,496,440 | 243,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||