Guru Ownership Trend
Guru Analysis for 达美航空 (DAL)
达美航空 (DAL), a key player in the 工业 sector, continues to attract institutional attention.
As of Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $772.52 M.
Top institutional holders include 克里福德·阿斯尼斯 and 理查德·普泽纳.
Institutional sentiment is currently Bearish. This is evidenced by a $177 M net outflow during the quarter.
Recent activity highlights 保罗·都铎·琼斯 who opened a new position. Conversely, 史蒂夫·科恩 reduced exposure by 33.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.16% | Reduce -29.1% | 4,265,255 | $242.05 M | Q3 2025 | |
| 0.78% | Reduce -1.9% | 4,230,418 | $240.08 M | Q3 2025 | |
| 0.11% | Reduce -33.9% | 1,200,295 | $68.12 M | Q3 2025 | |
| 0.16% | Add 59.1% | 659,065 | $37.4 M | Q3 2025 | |
| 0.36% | Reduce -15.9% | 462,500 | $26.25 M | Q3 2025 | |
| 0.03% | New Buy | 327,841 | $18.6 M | Q3 2025 | |
| 0.05% | Reduce -28.9% | 290,059 | $16.46 M | Q3 2025 | |
| 1.44% | Reduce -18.3% | 134,000 | $7.6 M | Q3 2025 | |
| 0.02% | New Buy | 90,969 | $5.16 M | Q3 2025 | |
| 0.26% | New Buy | 21,000 | $1.19 M | Q3 2025 | |
| 0.00% | New Buy | 18,350 | $1.04 M | Q3 2025 | |
| 0.00% | Reduce -21.7% | 12,694 | $720,385 | Q3 2025 | |
| 0.05% | Add 2.0% | 6,247 | $354,517 | Q3 2025 | |
| 0.00% | Add 4.9% | 5,378 | $305,257 | Q3 2025 | |
| 0.00% | New Buy | 284 | $16,117 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for 达美航空 (DAL)
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $177 M, with 8 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 3 fully exited DAL. The total reported sell value was $216.93 M.
Yes, 5 managers opened new positions in DAL, and 3 increased their existing holdings. The total reported buy value was $39.93 M.