SEC 13F Intelligence

Kawa Capital Management, Inc / DK

Kawa Capital Management, Inc’s Delek US Hldgs Inc New Position

Does Kawa Capital Management, Inc own Delek US Hldgs Inc New (DK)? Not currently — the last reported position was 200.0K shares worth $6M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$6M
Q3 2025
Shares
200.0K
% of Portfolio
+11.70%
Quarters Held
3
position exited

Position History DK

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q2 ’25: $7MQ2 ’25Q3 ’25: $6MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025200.0K$6M+11.70%
Q2 2025350.0K$7M+13.51%
Q4 2024232.3K$4M+11.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kawa Capital Management, Inc’s full portfolio or all institutional holders of DK.