DELEK LOGISTICS PARTNERS, LP
In the published model solve dated 2026-Q2, anchored at $55.70, DELEK LOGISTICS PARTNERS, LP (DKL) is priced for +8.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The product is the cash payment, and it went up again on July 22, 2026, to $1.135 per common unit for the second quarter, or $4.54 on an annualised basis [Source: Delek Logistics Form 8-K exhibit 99.1, July 22, 2026]. • The single largest exposure is the parent, since the 10-K states that ⟦We are dependent upon Delek Holdings as our primary customer, and the loss of Delek Holdings as a customer would have a material adverse effect on our operating segments⟧. • The distribution is payable Augus
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80 institutional managers reported holding DKL in 13F filings for the quarter ended 2026-03-31. 12 opened new positions that quarter. Held by Invesco, Goldman Sachs, Cohen & Steers, among others. On the short side, 562k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (7.4 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.
Open-market insider buys at DKL over the trailing three years: 2023: 5 buys totaling $122k; 2024: 9 buys totaling $697k. 17 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.
DKL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -5.0% | +4.5% |
| 2023-11-09 | -0.6% | -6.9% |
| 2024-02-29 | -5.0% | -8.3% |
| 2024-05-09 | -0.5% | +3.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DKL's latest 8-K filings: 2026-08-14 (items 7.01, 9.01); 2026-08-14 (items 1.01, 9.01); 2026-08-13 (items 8.01, 9.01); 2026-08-12 (items 8.01, 9.01); 2026-08-05 (items 2.02, 9.01).
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.