Applied Finance Capital Management, LLC
Position in DAL — Delta Air Lines, Inc.
CIK 1966007
SAN JUAN, PR
Position in DAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$714,344
+$276,574 QoQ
Shares Held
7,627
+15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#708
of 1,508 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $1,368,591 across 2 Airlines names. DAL ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
7,627 | $714,344 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
4,811 | $654,247 |
All Filings in DAL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,344 | 7,627 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $437,770 | 6,585 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $541,597 | 7,804 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $753,186 | 13,272 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $846,682 | 17,216 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $637,170 | 14,614 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $987,057 | 16,315 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $793,796 | 15,629 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $716,154 | 15,096 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||