DELEK US HOLDINGS, INC.
boothcheck covers DELEK US HOLDINGS, INC. (DK) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Four refineries with a combined nameplate crude throughput capacity of 302,000 barrels per day sit alongside a separately listed pipeline partnership that Delek controlled at about 63.0% as of June 30, 2026 [Source: Delek US Form 8-K exhibit 99.1, July 23, 2026]. • The binding constraint is interest, which the 10-K reports at ⟦$345.3 million in the year ended December 31, 2025, compared to $313.0 million for year ended December 31, 2024⟧, more than the company earned at the operating line over
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265 institutional managers reported holding DK in 13F filings for the quarter ended 2026-03-31. 60 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.5M shares were sold short as of the 2026-06-15 count, about 12% of shares outstanding (7.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DK has cut its share count 18.5% over the past five years, spending $129.60M on repurchases. It pays a dividend, and has for 4 years running, raised 3 years straight; the current rate is $1.02 a share annually. Cash returned over the past three years: $172.40M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DK over the trailing three years: 2024: 9 buys totaling $292k; 2025: 7 buys totaling $296k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DK's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -0.5% | -7.2% |
| 2023-11-09 | 0.0% | +0.9% |
| 2024-02-29 | -12.8% | +4.7% |
| 2024-05-09 | +4.3% | -18.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DK's latest 8-K filings: 2026-08-05 (items 9.01); 2026-07-23 (items 8.01, 9.01); 2026-07-02 (items 5.02); 2026-05-15 (items 1.01, 2.03, 9.01); 2026-05-08 (items 7.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.