Letters by company

Delta Air Lines, INC.

1 letter discussing DAL. Everything written about it on this site is on its ticker page.

Patient Capital Management 3Q25 Portfolio Activity & Attribution Precigen remains a core thesis after FDA approval of Papzimeos, the conversion of preferred shares into common stock, and continued confidence in its commercial launch and pipeline. Alphabet and Alibaba benefited from improving sentiment around AI and core businesses, while the portfolio added to Delta, Norwegian Cruise Line and UnitedHealth during weakness. 3Q25 +14.1% PGEN $2.6BBABA $290BCROX $5.9BGOOGL $4.2T