Delek Us Holdings (DK)River Road Asset Management, LLC reduced its stake -643K shares

1.84M

Shares reported · -643K vs prior quarter

1.0%

Disclosed portfolio weight

$93.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 26, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 26, 2026, the Boards of Directors of Delek US Holdings, Inc. (the “Company”) and the general partner of Delek Logistics Partners, LP (the “Partnership”) approved changes to certain executive officer titles and roles, effective as of July 1, 2026.”

What came next

1. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results
2. Sep 24, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)
3. Oct 5, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 14.8%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Delek Us Holdings

For Delek Us Holdings, OQRO holds 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its DK page.

How this filing works

• SEC Form 13F

Other disclosures at Delek Us Holdings

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 13, 2026
• SEC Form 13F-HRMay 4, 2026

Everything OQRO holds on this company is on its DK page.