TCM

Thomist Capital Management’s Delek US DK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.1M	Buy	+615,907	New	+$13.1M	4.85%	4
2022 Q3	–	Sell	-456,482	Closed	-$11.8M	–	23
2022 Q2	$11.8M	Buy	456,482 +372,749	+445%	+$9.63M	8.25%	3
2022 Q1	$1.78M	Buy	+83,733	New	+$1.78M	0.94%	11