Covalent Partners LLC’s Delta Air Lines Inc Position
Does Covalent Partners LLC own Delta Air Lines Inc (DAL)? Not currently — the last reported position was 41.0K shares worth $2M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2023
Shares
41.0K
% of Portfolio
+7.20%
Quarters Held
15
position exited
Position History DAL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 41.0K | $2M | +7.20% |
| Q3 2023 | 30.0K | $1M | +3.55% |
| Q2 2023 | 64.5K | $3M | +11.10% |
| Q1 2023 | 78.5K | $3M | +6.12% |
| Q4 2022 | 62.5K | $2M | +2.32% |
| Q3 2022 | 85.0K | $2M | +3.40% |
| Q2 2022 | 95.0K | $3M | +3.43% |
| Q1 2022 | 111.0K | $4M | +3.72% |
| Q4 2021 | 123.0K | $5M | +4.07% |
| Q3 2021 | 80.0K | $3M | +5.66% |
| Q2 2021 | 54.5K | $2M | +2.07% |
| Q1 2021 | 54.5K | $3M | +4.58% |
| Q4 2020 | 54.5K | $2M | +6.02% |
| Q3 2020 | 60.0K | $2M | +8.09% |
| Q2 2020 | 60.0K | $2M | +11.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Covalent Partners LLC’s full portfolio or all institutional holders of DAL.