SIR Capital Management, L.P.

Position in DK — Delek US Holdings, Inc.

CIK 1434997 NEW YORK, NY

Position in DK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$14,154,413

+$6,624,627 QoQ

Shares Held

314,054

-11.7% QoQ

Ownership

0.512%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

SIR Capital Management, L.P. holds $46,533,854 across 3 Oil & Gas Refining & Marketing names. DK ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	149,104	$27,163,766
2	DK	Delek US Holdings, Inc. This page	314,054	$14,154,413
3	CLNE	Clean Energy Fuels Corp.	2,103,095	$5,215,675

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,154,413	314,054	-11.7%	Shares	Sole	2026-05-15
2025-06-30	$7,529,786	355,514	+85.8%	Shares	Sole	2025-08-12
2024-12-31	$3,539,383	191,318	-78.8%	Shares	Sole	2025-02-14
2024-09-30	$16,891,050	900,856	+2.8%	Shares	Sole	2024-11-14
2024-06-30	$21,693,053	876,133	+37.2%	Shares	Sole	2024-08-07
2024-03-31	$19,624,385	638,399	-41.4%	Shares	Sole	2024-05-15
2023-12-31	$28,092,020	1,088,838	+15.6%	Shares	Sole	2024-02-14
2023-09-30	$26,756,509	941,799	+108.0%	Shares	Sole	2023-11-14
2023-06-30	$10,844,560	452,800	-44.8%	Shares	Sole	2023-08-11
2023-03-31	$18,839,677	820,901	+197.5%	Shares	Sole	2023-05-15
2022-12-31	$7,449,489	275,907	-12.7%	Shares	Sole	2023-02-14
2022-09-30	$8,574,095	315,921	-61.6%	Shares	Sole	2022-11-14
2022-06-30	$21,245,648	822,200	+29.6%	Shares	Sole	2022-08-15
2022-03-31	$13,460,864	634,348	-36.3%	Shares	Sole	2022-05-16
2021-12-31	$14,937,025	996,466	+5.4%	Shares	Sole	2022-02-14
2021-09-30	$16,988,712	945,393	+100.9%	Shares	Sole	2021-11-15
2021-06-30	$10,175,820	470,667	-28.4%	Shares	Sole	2021-08-16
2020-12-31	$10,560,529	657,158	-1.2%	Shares	Sole	2021-02-16
2020-06-30	$11,574,585	664,824	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.