Current position

Warren Buffett’s Delta Air Lines Inc (DAL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Berkshire HathawayVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares71.89MHighest verified quarter-end share count
Quarters reported17Verified quarters with shares above zero
What happened?

Berkshire Hathaway first reported Delta Air Lines Inc in Q3 2016. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Berkshire Hathaway currently reports 57.32M shares. The latest verified filing showed: Bought 44.0% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 44.0% more+17.51M shares · 57.32M shares reported after the change
Filing context

Quarter-end price $93.66 · Estimated holding basis $74.78

Q1 2026
New position+39.81M shares · 39.81M shares reported
Filing context

Quarter-end price $66.48 · Estimated holding basis $66.48

Q2 2020
Sold the entire position−71.89M shares · No shares reported at quarter-end
Q1 2020
Bought 1.4% more+976.51K shares · 71.89M shares reported after the change
Filing context

Quarter-end price $28.53 · Estimated holding basis $48.64

Q1 2019
Bought 8.2% more+5.38M shares · 70.91M shares reported after the change
Filing context

Quarter-end price $51.65 · Estimated holding basis $48.92

Q3 2018
Bought 2.9% more+1.87M shares · 65.54M shares reported after the change
Filing context

Quarter-end price $57.83 · Estimated holding basis $48.69

6 unchanged quarters are collapsed by default.

Portfolio importance

How important is Delta Air Lines Inc in Berkshire Hathaway’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight1.8%Q2 2026
Current rank#13of 29 reported positions
Peak portfolio weight2.0%Q4 2016
Best historical rank#9Q4 2016
At peak importanceQ4 2016
DAL
2.0%
Largest holding
19.2%
Cross-investor discovery

Who else owns Delta Air Lines Inc?

Also reported by 3 other tracked investors in their latest verified filings.

Stanley DruckenmillerDuquesne Family Office
DAL1.3% of reported portfolio
Joel GreenblattGotham Asset Management
DAL0.2% of reported portfolio
Ray DalioBridgewater Associates, LP
DAL0.0% of reported portfolio
Explore Delta Air Lines Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$79.622026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$93.66Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$74.78Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Berkshire Hathaway’s Form 13F disclosures. It is not Warren Buffett’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.