Delek US Holdings, Inc. (DK): A Bull Case Theory
We came across a bullish thesis on Delek US Holdings, Inc. on Value investing subreddit by MarketingReasonable4. In this article, we will summarize the bulls’ thesis on DK.
Delek Us Holdings Inc. (DK)
Market is closed
Sector: Petroleum Refining
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ion Asset Management Stephen Levey And Jonathan Half | 3,743,890 | $79,295,591 | +2% | 4.36% |
| 2. | Rubric Capital Management David Rosen | 2,687,449 | $56,920,170 | 0.86% | |
| 3. | Citadel Investment Group Ken Griffin | 1,520,515 | $32,204,508 | -19% | 0.01% |
| 4. | Fisher Asset Management Ken Fisher | 1,383,299 | $29,298,272 | -14% | 0.01% |
| 5. | Millennium Management Israel Englander | 1,301,745 | $27,570,959 | +57% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.40 | 4,875 | $75,064.28 | 833,145 | 2025-03-14 | Filing | |
| $14.55 | 500 | $7,274.25 | 44,933 | 2025-03-12 | Filing | |
| $14.60 | 1,040 | $15,183.69 | 44,433 | 2025-03-12 | Filing | |
| $14.52 | 5,240 | $76,058.60 | 828,270 | 2025-03-13 | Filing | |
| $14.50 | 5,085 | $73,738.60 | 823,030 | 2025-03-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.24 | 7,135 | $208,627.40 | 48,294 | 2025-09-02 | Filing | |
| $24.00 | 700 | $16,800.00 | 52,929 | 2025-07-07 | Filing | |
| $20.34 | 750 | $15,255.00 | 48,956 | 2024-08-08 | Filing | |
| $23.55 | 750 | $17,662.50 | 49,706 | 2024-07-08 | Filing | |
| $24.14 | 604 | $14,580.56 | 15,753 | 2024-06-10 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 200,000 | $6,454,000 | 11.7% | |
| 2. | 21,687 | $699,839 | 0.01% | |
| 3. | 11,089 | $357,842 | 0% | |
| 4. | 1,013 | $32,704 | 0.03% | |
| 5. | 607 | $19,588 | 0% |
News See All
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Delek US Holdings, Inc. (NYSE:DK) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Jewel, and I will be your conference operator today. At this time, I would like to welcome everyone to the Delek U.S. second quarter earnings call.
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