SEC 13F Intelligence

Thomist Capital Management, LP / DK

Thomist Capital Management, LP’s Delek US Hldgs Inc New Position

Does Thomist Capital Management, LP own Delek US Hldgs Inc New (DK)? Yes — 372.9K shares worth $17M (+4.52% of its 13F portfolio) as of Q1 2026, down from 615.9K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
372.9K
% of Portfolio
+4.52%
Quarters Held
4
currently held

Position History DK

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $12MQ2 ’22Q2 ’25: $13MQ2 ’25Q1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026372.9K$17M+4.52%
Q2 2025615.9K$13M+4.85%
Q2 2022456.5K$12M+8.25%
Q1 202283.7K$2M+0.94%

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