ZIG
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Zuckerman Investment Group’s Delek Logistics DKL Stock Holding History

Zuckerman Investment Group’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,000
Closed -$344K – 161
2025
Q2 		$344K Hold
8,000
– – 0.03% 123
2025
Q1 		$346K Buy
8,000
+2,000
+33% +$85K 0.04% 126
2024
Q4 		$263K Buy
+6,000
New +$239K 0.03% 134

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Zuckerman Investment Group's DKL Position: Q3 2025 in Review

Zuckerman Investment Group sold out of Delek Logistics (DKL) in Q3 2025, closing a stake of 8,000 shares — an estimated $344K sold.

Zuckerman Investment Group first reported a position in DKL in Q4 2024 and held it in 3 quarters. The position peaked at $346K in Q1 2025. 85 funds tracked by Wall St. Rank hold DKL as of Q3 2025.

  • Zuckerman Investment Group reported no remaining Delek Logistics position as of Q3 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 8,000 Delek Logistics shares in Q3 2025, an estimated $344K.
  • Zuckerman Investment Group first reported a position in Delek Logistics in Q4 2024 and held it in 3 quarters.
  • Zuckerman Investment Group's Delek Logistics position peaked at $346K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Delek Logistics as of Q3 2025.

Based on Zuckerman Investment Group's 13F filing for Q3 2025, filed 13 Nov 2025.