Delta Global Management LP Purchases in Q2 2025

Delta Global Management LP

  • $1.5 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
4.16K
New
$519.19 - $590.78 $2.16M - $2.46M
4.16K $2.36B
OMC
Omnicom Group Inc.

Communication Services
32.7K
New
$69.22 - $79.77 $2.26M - $2.61M
32.7K $2.35B
GLOB
Globant S.A.

Technology
24.8K
New
$87.63 - $140.36 $2.18M - $3.49M
24.8K $2.26B
STZ
Constellation Brands, Inc.

Consumer Defensive
13.6K
New
$160.0 - $195.62 $2.17M - $2.65M
13.6K $2.21B
FLR
Fluor Corp

Industrials
40K
New
$30.86 - $51.42 $1.23M - $2.05M
40K $2.05B
EA
Electronic Arts Inc.

Communication Services
12.5K
+ 349.26%
$132.53 - $159.7 $1.65M - $1.99M
16.1K $2.56B
FRPT
Freshpet, Inc.

Consumer Defensive
29.6K
New
$67.88 - $89.64 $2.01M - $2.65M
29.6K $2.01B
NUE
Nucor Corp

Basic Materials
15.2K
New
$103.22 - $131.43 $1.57M - $1.99M
15.2K $1.96B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
8.05K
New
$225.56 - $335.19 $1.81M - $2.7M
8.05K $1.91B
YUM
Yum Brands Inc

Consumer Cyclical
10.7K
New
$138.36 - $161.45 $1.49M - $1.73M
10.7K $1.59B
TSLA
Tesla, Inc.

Consumer Cyclical
4.41K
New
$221.86 - $362.89 $978K - $1.6M
4.41K $1.4B
WYNN
Wynn Resorts LTD

Consumer Cyclical
14.4K
New
$66.1 - $97.75 $954K - $1.41M
14.4K $1.35B
AMT
American Tower Corp

Real Estate
5.22K
+ 79.2%
$203.96 - $228.19 $1.06M - $1.19M
11.8K $2.61B
HPQ
Hp Inc

Technology
47.2K
New
$21.88 - $29.32 $1.03M - $1.38M
47.2K $1.15B
EL
Estee Lauder Companies Inc

Consumer Defensive
5.91K
+ 17.73%
$50.06 - $80.8 $296K - $478K
39.3K $3.17B
CCJ
Cameco Corp

Energy
13K
New
$36.68 - $74.46 $478K - $971K
13K $968M
CNC
Centene Corp

Healthcare
19.4K
+ 93.66%
$53.4 - $64.29 $1.03M - $1.25M
40.1K $2.17B
RBLX
Roblox Corp

Communication Services
8.59K
New
$51.22 - $105.59 $440K - $907K
8.59K $904M
CB
Chubb LTD

Financial Services
3.03K
New
$274.32 - $302.46 $831K - $916K
3.03K $877M
AZO
Autozone Inc

Consumer Cyclical
197
New
$3478.38 - $3880.15 $685K - $764K
197 $731M
CPB
Campbell Soup CO

Consumer Defensive
20.3K
New
$30.65 - $39.9 $623K - $811K
20.3K $623M
SLB
Schlumberger Limited

Energy
28K
+ 60.53%
$31.95 - $42.2 $895K - $1.18M
74.3K $2.51B
WCN
Waste Connections, Inc.

Industrials
3.09K
+ 32.21%
$183.26 - $199.95 $567K - $619K
12.7K $2.37B
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.57K
+ 7.84%
$30.7 - $44.12 $140K - $201K
62.8K $2.73B
HOLX
Hologic Inc

Healthcare
4.78K
+ 11.59%
$52.73 - $65.22 $252K - $312K
46.1K $3B
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
1.32K
+ 1.48%
$23.18 - $30.7 $30.5K - $40.4K
90.3K $2.56B
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5.21K
+ 18.05%
$67.02 - $83.8 $349K - $437K
34.1K $2.59B
WDAY
Workday, Inc.

Technology
995
New
$210.47 - $274.71 $209K - $273K
995 $239M
ALB
Albemarle Corp

Basic Materials
7.44K
+ 28.22%
$50.76 - $72.25 $378K - $538K
33.8K $2.12B
LEN
Lennar Corp

Consumer Cyclical
2.5K
+ 11.74%
$102.76 - $115.66 $257K - $289K
23.8K $2.63B
MRK
Merck & Co., Inc.

Healthcare
5.55K
+ 20.81%
$73.47 - $87.12 $407K - $483K
32.2K $2.55B
HSY
Hershey CO

Consumer Defensive
1.05K
+ 11.2%
$151.29 - $173.13 $159K - $182K
10.5K $1.74B
CE
Celanese Corp

Basic Materials
3.4K
+ 7.68%
$37.49 - $59.36 $127K - $202K
47.6K $2.63B
SUI
Sun Communities Inc

Real Estate
1.15K
+ 5.84%
$114.62 - $132.25 $132K - $152K
20.8K $2.64B
GPN
Global Payments Inc

Industrials
6.98K
+ 26.09%
$67.47 - $99.6 $471K - $695K
33.7K $2.7B
SYY
Sysco Corp

Consumer Defensive
710
+ 2.07%
$68.0 - $75.91 $48.3K - $53.9K
35K $2.65B
ED
Consolidated Edison Inc

Utilities
1.74K
+ 18.16%
$98.05 - $113.3 $170K - $197K
11.3K $1.13B
NOC
Northrop Grumman Corp

Industrials
217
+ 4.27%
$456.3 - $540.39 $99K - $117K
5.3K $2.65B
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 14.75%
$128.02 - $151.37 $318K - $376K
19.3K $2.55B
GTLB
Gitlab Inc.

Technology
2.29K
+ 4.74%
$40.52 - $53.43 $92.6K - $122K
50.5K $2.28B
IT
Gartner Inc

Technology
213
+ 3.88%
$377.5 - $449.52 $80.4K - $95.7K
5.7K $2.31B
O
Realty Income Corp

Real Estate
11
+ 0.02%
$52.27 - $58.52 $575 - $644
44.4K $2.56B
ACN
Accenture PLC

Technology
162
+ 2.05%
$279.23 - $323.21 $45.2K - $52.4K
8.08K $2.41B
DOW
Dow Inc.

Basic Materials
19.2K
+ 28.35%
$25.81 - $34.89 $496K - $670K
87K $2.3B
JNJ
Johnson & Johnson

Healthcare
690
+ 4.49%
$146.36 - $159.82 $101K - $110K
16.1K $2.45B
OXY
Occidental Petroleum Corp

Energy
6.77K
+ 12.58%
$36.11 - $49.33 $244K - $334K
60.5K $2.54B
GIS
General Mills Inc

Consumer Defensive
3.84K
+ 9.16%
$50.37 - $60.97 $193K - $234K
45.7K $2.37B
ENPH
Enphase Energy, Inc.

Technology
20.5K
+ 48.03%
$34.56 - $62.52 $707K - $1.28M
63.1K $2.5B
FANG
Diamondback Energy, Inc.

Energy
1.69K
+ 10.11%
$119.25 - $161.49 $201K - $272K
18.4K $2.52B
Activity Summary
Buys All Purchases 102 New Holdings 59 Increased Positions 43 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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