Fund Update: Delta Global Management LP Just Disclosed New Holdings

Delta Global Management LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 257,407 shares of $DLTR (~$20,004,975). This was a increase of ~166.35% from their previous position.
• An increase of 41,008 shares of $FND (~$3,001,760). This was a increase of ~92.34% from their previous position.
• A decrease of 574,590 shares of $CMA (~$33,976,156). This was a increase of ~-71.35% from their previous position.
• A decrease of 96,453 shares of $ANSS (~$29,938,312). This was a increase of ~-69.42% from their previous position.
• An increase of 88,217 shares of $ALLY (~$3,242,179). This was a increase of ~56.58% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Delta Global Management LP for more details.