Portfolio changes · featured 13Fs
Activity
Moves in DAL across featured managers — New / Exit / Add / Reduce.
DAL · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| DAL | New | Stanley Druckenmiller - Duquesne Family Office | +1.08% | opened 1.1% | Q1→Q2 |
| DAL | Add | Warren Buffett - Berkshire Hathaway | +0.79% | +44.0% sh | Q1→Q2 |
| DAL | Reduce | Bill Nygren / Oakmark - Harris Associates L P | +0.56% | −3.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| DAL | Reduce | Samantha Mclemore - Patient Capital Management | −0.02% | −22.0% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| DAL | Reduce | Lewis Sanders - Sanders Capital | +0.40% | −1.1% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| DAL | Reduce | Richard Pzena - Pzena Investment Management | +0.11% | −6.7% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| DAL | Add | First Eagle Investment Management | 0.00% | +26.3% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| DAL | Reduce | Robert Olstein - Olstein Capital Management | −0.18% | −13.8% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home