Delta Air Lines (DAL) Gains From Healthy Travel Demand
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | RWC Asset Management Tord Stallvik (Ceo) | 182,031 | $17,049,023 | -21% | 0.65% |
| 2. | Levin Easterly Partners John Murphy | 85,500 | $8,007,930 | +613% | 0.41% |
| 3. | Hourglass Capital Kenneth A. Moffet | 11,200 | $1,048,992 | -64% | 0.23% |
| 4. | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.90 | 10,000 | $438,967.00 | 20,000 | 2024-07-12 | Filing | |
| $49.50 | 10,000 | $494,955.00 | 10,000 | 2024-05-01 | Filing | |
| $30.75 | 10,000 | $307,500.00 | 27,470 | 2023-10-27 | Filing | |
| $33.09 | 10,000 | $330,900.00 | 17,470 | 2023-10-18 | Filing | |
| $32.83 | 5,000 | $164,125.00 | 25,360 | 2023-04-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.90 | 5,000 | $404,500.00 | 128,854 | 2026-05-27 | Filing | |
| $79.00 | 5,000 | $395,000.00 | 133,854 | 2026-05-26 | Filing | |
| $81.44 | 25,000 | $2,036,000.00 | 95,025 | 2026-05-27 | Filing | |
| $76.00 | 9,710 | $737,960.00 | 138,854 | 2026-05-22 | Filing | |
| $73.50 | 5,000 | $367,500.00 | 138,854 | 2026-05-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,881,580 | $363,548,767 | 0.81% | |
| 2. | 1,536,719 | $143,929,066 | 1.95% | |
| 3. | 1,075,013 | $100,685,718 | 9.68% | |
| 4. | 578,327 | $54,166,107 | 0.16% | |
| 5. | 384,271 | $35,802,529 | 0.31% |