DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IEX | 16K | $2.53M |
 | SYY | 15K | $1.28M |
 | AVY | 15K | $2.46M |
 | ATO | 15K | $2.57M |
 | YUM | 15K | $2.26M |
 | LULU | 15K | $2.62M |
 | CL | 15K | $1.17M |
 | CDW | 15K | $2.33M |
 | DLR | 14K | $2.49M |
 | WCN | 14K | $2.53M |
 | MOH | 14K | $2.67M |
 | IR | 14K | $1.14M |
 | TSLA | 14K | $6.10M |
 | RDDT | 14K | $3.13M |
 | AME | 13K | $2.50M |
 | DVA | 13K | $1.71M |
 | AVGO | 13K | $4.16M |
 | SBAC | 13K | $2.43M |
 | MMC | 12K | $2.44M |
 | AMT | 12K | $2.32M |
IDEX Corporation
IEX
Shares Held
16K
Value
$2.53M
Sysco Corporation
SYY
Shares Held
15K
Value
$1.28M
Avery Dennison Corporation
AVY
Shares Held
15K
Value
$2.46M
Atmos Energy Corporation
ATO
Shares Held
15K
Value
$2.57M
Yum! Brands, Inc.
YUM
Shares Held
15K
Value
$2.26M
Lululemon Athletica Inc.
LULU
Shares Held
15K
Value
$2.62M
Colgate-Palmolive Company
CL
Shares Held
15K
Value
$1.17M
CDW Corporation
CDW
Shares Held
15K
Value
$2.33M
Digital Realty Trust, Inc.
DLR
Shares Held
14K
Value
$2.49M
Waste Connections, Inc.
WCN
Shares Held
14K
Value
$2.53M
Molina Healthcare, Inc.
MOH
Shares Held
14K
Value
$2.67M
Ingersoll Rand Inc.
IR
Shares Held
14K
Value
$1.14M
Tesla, Inc.
TSLA
Shares Held
14K
Value
$6.10M
Reddit, Inc.
RDDT
Shares Held
14K
Value
$3.13M
AMETEK, Inc.
AME
Shares Held
13K
Value
$2.50M
DaVita Inc.
DVA
Shares Held
13K
Value
$1.71M
Broadcom Inc.
AVGO
Shares Held
13K
Value
$4.16M
SBA Communications Corporation
SBAC
Shares Held
13K
Value
$2.43M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
12K
Value
$2.44M
American Tower Corporation
AMT
Shares Held
12K
Value
$2.32M