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Disclosery

Patient Capital Management, LLC: DAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patient Capital Management, LLC on DAL, newest first. How the timeline and the estimate are built.

Patient Capital Management, LLC held 431,215 DAL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 431,215 shares
    Change vs previous 13F -121,299 shares

    1.34% of the 13F portfolio, value $40,387,702.

    13F-HR 0001854794-26-000005 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 552,514 shares
    Change vs previous 13F -127,891 shares

    1.37% of the 13F portfolio, value $36,731,147.

    13F-HR 0001854794-26-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 680,405 shares
    Change vs previous 13F -180,893 shares

    1.82% of the 13F portfolio, value $47,220,136.

    13F-HR 0001854794-26-000003 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 861,298 shares
    Change vs previous 13F -38,402 shares

    1.96% of the 13F portfolio, value $48,878,660.

    13F-HR 0001854794-25-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 899,700 shares
    Change vs previous 13F +131,432 shares

    2% of the 13F portfolio, value $44,247,227.

    13F-HR 0001085146-25-004963 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 768,268 shares
    Change vs previous 13F -179,241 shares

    1.72% of the 13F portfolio, value $33,496,499.

    13F-HR 0001085146-25-003124 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 947,509 shares
    Change vs previous 13F -316,065 shares

    2.64% of the 13F portfolio, value $57,324,289.

    13F-HR 0001085146-25-001553 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,263,574 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $64,176,935.

    13F-HR 0001085146-24-005800 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).