Delek US
About: Delek US Holdings Inc is an integrated energy business focused on petroleum refining, transportation and storage; wholesale crude oil, intermediate, and refined products, and convenience stores retailing. The company owns and operates independent refineries that produce a variety of petroleum products for transportation and industrial markets in the United States. It has two segments: Refining segment and Logistics segment. The logistics segment generates revenue through gathering, transporting, and storing crude oil and intermediate products, as well as by marketing, storing, and distributing refined products. The company also offers a collection of retail fuel and convenience stores operating in the Southeast region of the United States.
Employees: 1,987
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
560% more call options, than puts
Call options by funds: $88.7M | Put options by funds: $13.4M
100% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]
36% more capital invested
Capital invested by funds: $1.03B [Q1] → $1.39B (+$365M) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 75
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
1% less funds holding
Funds holding: 218 [Q1] → 216 (-2) [Q2]
2.22% less ownership
Funds ownership: 109.98% [Q1] → 107.76% (-2.2%) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Financial journalist opinion
Based on 3 articles about DK published over the past 30 days