Delek US Holdings, Inc. (DK): A Bull Case Theory
We came across a bullish thesis on Delek US Holdings on Substack by Matt Lindsay. In this article, we will summarize the bulls’ thesis on DK. Delek US Holdings, Inc.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Ion Asset Management Stephen Levey And Jonathan Half | 3,676,400 | $55,403,348 | +7% | 3.58% |
2. | Rubric Capital Management David Rosen | 2,687,449 | $40,499,856 | +4% | 0.73% |
3. | Citadel Investment Group Ken Griffin | 1,863,706 | $28,086,049 | +63% | 0.01% |
4. | Fisher Asset Management Ken Fisher | 1,602,511 | $24,149,840 | -8% | 0.01% |
5. | Philosophy Capital Jacob Rubin | 1,394,323 | $21,012,448 | -3% | 1.49% |
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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$24.14 | 750 | $18,105.00 | 50,456 | 2024-06-10 | Filing | |
$27.64 | 750 | $20,730.00 | 53,232 | 2024-05-08 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 6,601,039 | $99,477,658 | 0% | |
2. | 6,102,729 | $91,968,126 | 0% | |
3. | 3,853,188 | $58,067,543 | 0.79% | |
4. | 3,658,654 | $55,138,856 | 0.01% | |
5. | 2,758,758 | $41,574,483 | 0% |