Kemnay Advisory Services’s Delek US DK Stock Holding History

Kemnay Advisory Services’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	$22.8K	Sell	448 -1,874	-81%	-$83.2K	﹤0.01%	663
2026 Q1	$105K	Sell	2,322 -830	-26%	-$29.7K	0.02%	109
2025 Q4	$93.5K	Buy	+3,152	New	+$113K	0.01%	181
2019 Q2	–	Sell	-19,832	Closed	-$722K	–	100
2019 Q1	$722K	Buy	+19,832	New	+$675K	0.16%	103

Other funds holding DK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kemnay Advisory Services's DK Position: Q2 2026 in Review

Kemnay Advisory Services reduced its Delek US (DK) stake by 81% in Q2 2026, selling an estimated $83.2K and leaving 448 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Kemnay Advisory Services first reported a position in DK in Q1 2019 and has held it in 4 quarters since. The position peaked at $722K in Q1 2019. 300 funds tracked by Wall St. Rank hold DK as of Q2 2026.

Kemnay Advisory Services held 448 shares of Delek US worth $22.8K as of Q2 2026.
Kemnay Advisory Services sold 1,874 Delek US shares in Q2 2026, an estimated $83.2K.
Delek US made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #663 holding.
Kemnay Advisory Services first reported a position in Delek US in Q1 2019 and has held it in 4 quarters since.
Kemnay Advisory Services's Delek US position peaked at $722K in Q1 2019.
300 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.