Bayforest Capital’s Delek US DK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$134K Buy
2,636
+343
+15% +$15.2K 0.12% 318
2026
Q1
$103K Sell
2,293
-7,285
-76% -$260K 0.12% 348
2025
Q4
$284K Buy
+9,578
New +$342K 0.21% 161

Other funds holding DK

Bayforest Capital's DK Position: Q2 2026 in Review

Bayforest Capital increased its Delek US (DK) stake by 15% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,636 shares worth $134K. The position accounts for 0.12% of the portfolio, ranked #318.

Bayforest Capital first reported a position in DK in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 301 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Bayforest Capital held 2,636 shares of Delek US worth $134K as of Q2 2026.
  • Bayforest Capital bought 343 Delek US shares in Q2 2026, an estimated $15.2K.
  • Delek US made up 0.12% of Bayforest Capital's portfolio in Q2 2026, its #318 holding.
  • Bayforest Capital first reported a position in Delek US in Q4 2025 and has held it in 3 quarters since.
  • Bayforest Capital's Delek US position peaked at $284K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.