Guru Ownership Trend
Guru Analysis for Delek US Holdings, Inc. (DK)
Delek US Holdings, Inc. (DK), a key player in the Energy sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $84.42 M.
Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.
Institutional sentiment is currently Bullish. This is evidenced by a $1.24 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 436.4%. Conversely, HOTCHKIS & WILEY reduced exposure by 46.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.02% | Reduce -3.1% | 1,340,572 | $43.26 M | Q3 2025 | |
| 0.04% | Reduce -46.3% | 427,150 | $13.78 M | Q3 2025 | |
| 0.02% | New Buy | 349,711 | $11.29 M | Q3 2025 | |
| 0.00% | Add 141.6% | 188,978 | $6.1 M | Q3 2025 | |
| 0.01% | Add 436.4% | 178,069 | $5.75 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Delek US Holdings, Inc. (DK)
Top Guru holders include Ken Fisher ($43.26 M), HOTCHKIS & WILEY ($13.78 M), Paul Tudor Jones ($11.29 M). Collectively, tracked Gurus hold 2.48 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $1.24 M, with 3 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of DK completely. Total sell value was $18.29 M.
Yes, 1 Gurus opened new positions in DK, and 2 added to their existing holdings. Total buy value was $19.53 M.