Kawa Capital Management’s Delek US DK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.41M	Sell	350,000 -50,000	-13%	-$1.06M	13.51%	4
2025 Q1	$6.19M	Buy	400,000 +167,750	+72%	+$2.6M	13.84%	3
2024 Q4	$4.3M	Buy	+232,250	New	+$4.3M	11.65%	4