JY
DK icon

Jeff Yass’s Delek US DK Stock Holding History

Jeff Yass’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Sell
82,563
-42,104
-34% -$1.87M ﹤0.01% 4961
2026
Q1 		$5.62M Buy
+124,667
New +$4.45M ﹤0.01% 4029
2025
Q4 		– Sell
-21,546
Closed -$769K – 12587
2025
Q3 		$695K Sell
21,546
-64,651
-75% -$1.69M ﹤0.01% 8210
2025
Q2 		$1.83M Sell
86,197
-94,139
-52% -$1.58M ﹤0.01% 5990
2025
Q1 		$2.72M Buy
180,336
+82,229
+84% +$1.42M ﹤0.01% 4863
2024
Q4 		$1.81M Buy
98,107
+59,351
+153% +$1.06M ﹤0.01% 5542
2024
Q3 		$727K Buy
38,756
+24,302
+168% +$514K ﹤0.01% 7562
2024
Q2 		$358K Sell
14,454
-39,240
-73% -$1.09M ﹤0.01% 9067
2024
Q1 		$1.65M Sell
53,694
-223,470
-81% -$6.05M ﹤0.01% 5775
2023
Q4 		$7.15M Sell
277,164
-30,971
-10% -$819K ﹤0.01% 3121
2023
Q3 		$8.75M Sell
308,135
-499,628
-62% -$13.5M ﹤0.01% 2733
2023
Q2 		$19.3M Buy
807,763
+502,878
+165% +$11.4M ﹤0.01% 1761
2023
Q1 		$7M Sell
304,885
-351,470
-54% -$8.8M ﹤0.01% 2962
2022
Q4 		$17.7M Buy
656,355
+275,503
+72% +$8.13M ﹤0.01% 1653
2022
Q3 		$10.3M Buy
380,852
+154,756
+68% +$4.09M ﹤0.01% 2109
2022
Q2 		$5.84M Buy
226,096
+160,050
+242% +$4.32M ﹤0.01% 2934
2022
Q1 		$1.4M Buy
66,046
+7,569
+13% +$137K ﹤0.01% 6310
2021
Q4 		$877K Sell
58,477
-118,128
-67% -$2.09M ﹤0.01% 7633
2021
Q3 		$3.17M Buy
176,605
+70,217
+66% +$1.2M ﹤0.01% 4833
2021
Q2 		$2.3M Buy
106,388
+64,870
+156% +$1.46M ﹤0.01% 5605
2021
Q1 		$904K Sell
41,518
-141,802
-77% -$3.1M ﹤0.01% 7998
2020
Q4 		$2.95M Sell
183,320
-83,618
-31% -$1.1M ﹤0.01% 4340
2020
Q3 		$2.97M Buy
266,938
+22,692
+9% +$349K ﹤0.01% 3876
2020
Q2 		$4.25M Buy
244,246
+98,031
+67% +$1.87M ﹤0.01% 3240
2020
Q1 		$2.3M Buy
146,215
+51,896
+55% +$1.23M ﹤0.01% 3721
2019
Q4 		$3.16M Sell
94,319
-118,105
-56% -$4.26M ﹤0.01% 3619
2019
Q3 		$7.71M Buy
212,424
+1,303
+0.6% +$48K ﹤0.01% 2238
2019
Q2 		$8.55M Buy
211,121
+23,424
+12% +$857K ﹤0.01% 2050
2019
Q1 		$6.84M Buy
+187,697
New +$6.39M ﹤0.01% 2113
2018
Q4 		– Sell
-106,068
Closed -$4.01M – 9103
2018
Q3 		$4.5M Sell
106,068
-21,449
-17% -$1.06M ﹤0.01% 2817
2018
Q2 		$6.4M Buy
+127,517
New +$6.34M ﹤0.01% 2438
2018
Q1 		– Sell
-55,395
Closed -$1.99M – 9448
2017
Q4 		$1.94M Hold
55,395
– – ﹤0.01% 3968
2017
Q3 		$1.48M Sell
55,395
-3,805
-6% -$95.2K ﹤0.01% 4491
2017
Q2 		$1.56M Buy
+59,200
New +$1.46M ﹤0.01% 4353
2016
Q2 		– Sell
-195,655
Closed -$2.78M – 8670
2016
Q1 		$2.98M Buy
195,655
+83,425
+74% +$1.35M ﹤0.01% 3067
2015
Q4 		$2.76M Sell
112,230
-63,134
-36% -$1.65M ﹤0.01% 3450
2015
Q3 		$4.86M Buy
175,364
+8,603
+5% +$289K ﹤0.01% 2707
2015
Q2 		$6.14M Buy
166,761
+134,972
+425% +$5.07M ﹤0.01% 2610
2015
Q1 		$1.26M Sell
31,789
-33,916
-52% -$1.12M ﹤0.01% 5288
2014
Q4 		$1.79M Buy
65,705
+27,522
+72% +$833K ﹤0.01% 4659
2014
Q3 		$1.26M Sell
38,183
-14,116
-27% -$451K ﹤0.01% 5468
2014
Q2 		$1.48M Sell
52,299
-15,294
-23% -$470K ﹤0.01% 5264
2014
Q1 		$1.96M Buy
67,593
+23,306
+53% +$705K ﹤0.01% 4394
2013
Q4 		$1.52M Sell
44,287
-110,100
-71% -$2.99M ﹤0.01% 4740
2013
Q3 		$3.26M Buy
+154,387
New +$4.08M ﹤0.01% 3356

Other funds holding DK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jeff Yass's DK Position: Q2 2026 in Review

Jeff Yass reduced its Delek US (DK) stake by 34% in Q2 2026, selling an estimated $1.87M and leaving 82,563 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4961.

Jeff Yass first reported a position in DK in Q3 2013 and has held it in 45 quarters since. The position peaked at $19.3M in Q2 2023. 300 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Jeff Yass held 82,563 shares of Delek US worth $4.2M as of Q2 2026.
  • Jeff Yass sold 42,104 Delek US shares in Q2 2026, an estimated $1.87M.
  • Delek US made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4961 holding.
  • Jeff Yass first reported a position in Delek US in Q3 2013 and has held it in 45 quarters since.
  • Jeff Yass's Delek US position peaked at $19.3M in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.