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Disclosery

Southpoint Capital Advisors LP: DAL position timeline

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

Southpoint Capital Advisors LP held 0 DAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,000,000 shares

    13F-HR 0001012975-26-000789 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,000,000 shares
    Change vs previous 13F -500,000 shares

    1.37% of the 13F portfolio, value $66,480,000.

    13F-HR 0001012975-26-000456 filed by Southpoint Capital Advisors LP
    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 1,500,000 shares
    Change vs previous 13F -700,000 shares

    2.42% of the 13F portfolio, value $104,100,000.

    13F-HR 0001012975-26-000162 filed by Southpoint Capital Advisors LP
    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 2,200,000 shares
    Change vs previous 13F +800,000 shares

    3.27% of the 13F portfolio, value $124,850,000.

    13F-HR 0001012975-25-000765 filed by Southpoint Capital Advisors LP
    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 1,400,000 shares
    Change vs previous 13F +300,000 shares

    1.73% of the 13F portfolio, value $68,852,000.

    13F-HR 0001012975-25-000450 filed by Southpoint Capital Advisors LP
    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 1,100,000 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $47,960,000.

    13F-HR 0001012975-25-000254 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

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