Trader beating market bets on airline stock

Delta Air Lines planes at John F. Kennedy Airport in New York.
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Delta Air Lines planes at John F. Kennedy Airport in New York.

Stephanie Link, whose "Halftime Report" model portfolio is up 7 percent this year, is betting an airline stock will take her to the top spot in the competition.

After a 16 percent drop in shares of Delta Air Lines this year, Link decided to add the stock to her top holdings for both CNBC Pro's model portfolio and the fund she manages at TIAA-CREF.

One of the reasons for the move is valuations, which according to her estimates are "cheap" for an airline she deems an "industry leader."