Delta Air Lines (DAL)Pzena Investment Management LLC reduced its stake -189K shares

2.62M

Shares reported · -189K vs prior quarter

0.72%

Disclosed portfolio weight

$245M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 7, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 11, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
2. Jun 23, 2026Government · Federal Register noticeStaffing-Related Relief Concerning Operations at Ronald Reagan Washington National Airport, John F. Kennedy International Airport, and LaGuardia Airport, October 25, 2026, Through March 27, 2027 (Winter 2026/2027), and March 28, 2027, Through October 30, 2027 (Summer 2027)
3. Jul 7, 2026Federal contract · $273K obligatedDepartment of Defense awarded Delta Air Lines: $273K obligated to date
4. Jul 10, 2026Company filing · Form 8-K · ResultsReported its results
5. Aug 3, 2026InsiderDirector sold ~$2.88M of DAL shares in the open market
6. Aug 4, 2026Insider · 2 peopleInsiders: 2 sales (~$22.9M)
7. Aug 5, 2026Insider · 2 peopleInsiders: 2 sales (~$4.1M)
8. Aug 6, 20265% stakeFMR LLC reported a passive stake (13G) of 5.1%

What came next

1. Aug 14, 20265% stakeWarren E. Buffett reported a passive stake (13G) of 8.7%
2. Aug 28, 2026Government · Federal Register ruleAirworthiness Directives; Rolls-Royce Deutschland Ltd & Co KG Engines
3. Aug 31, 2026Government · Federal Register noticePetition for Exemption and Other Relief
4. Oct 9, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Delta Air Lines

For Delta Air Lines, OQRO holds 5 insider filings (SEC Form 4 or Form 144) and 29 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its DAL page.

How this filing works

• SEC Form 13F

Other disclosures at Delta Air Lines

• SEC Form 13F-HRAug 18, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its DAL page.