DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HON | 12K | $2.49M |
 | BA | 12K | $2.50M |
 | WDAY | 11K | $2.58M |
 | AAPL | 11K | $2.72M |
 | LNG | 10K | $2.43M |
 | ACN | 10K | $2.54M |
 | RNR | 10K | $2.60M |
 | CRM | 10K | $2.40M |
 | UNP | 10K | $2.34M |
 | IT | 10K | $2.56M |
 | CME | 10K | $2.58M |
 | VRSK | 10K | $2.39M |
 | FICO | 9K | $13.50M |
 | PG | 9K | $1.37M |
 | FDS | 9K | $2.48M |
 | VMC | 8K | $2.58M |
 | AJG | 8K | $2.58M |
 | CPAY | 8K | $2.36M |
 | MAR | 8K | $2.10M |
 | PEN | 8K | $2.00M |
Honeywell International Inc.
HON
Shares Held
12K
Value
$2.49M
The Boeing Company
BA
Shares Held
12K
Value
$2.50M
Workday, Inc.
WDAY
Shares Held
11K
Value
$2.58M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.72M
Cheniere Energy, Inc.
LNG
Shares Held
10K
Value
$2.43M
Accenture plc
ACN
Shares Held
10K
Value
$2.54M
RenaissanceRe Holdings Ltd.
RNR
Shares Held
10K
Value
$2.60M
Salesforce, Inc.
CRM
Shares Held
10K
Value
$2.40M
Union Pacific Corporation
UNP
Shares Held
10K
Value
$2.34M
Gartner, Inc.
IT
Shares Held
10K
Value
$2.56M
CME Group Inc.
CME
Shares Held
10K
Value
$2.58M
Verisk Analytics, Inc.
VRSK
Shares Held
10K
Value
$2.39M
Fair Isaac Corporation
FICO
Shares Held
9K
Value
$13.50M
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.37M
FactSet Research Systems Inc.
FDS
Shares Held
9K
Value
$2.48M
Vulcan Materials Company
VMC
Shares Held
8K
Value
$2.58M
Arthur J. Gallagher & Co.
AJG
Shares Held
8K
Value
$2.58M
Corpay, Inc.
CPAY
Shares Held
8K
Value
$2.36M
Marriott International, Inc.
MAR
Shares Held
8K
Value
$2.10M
Penumbra, Inc.
PEN
Shares Held
8K
Value
$2.00M