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Equibles

SIR Capital Management, L.P.

Position in DK — Delek US Holdings, Inc.

CIK 1434997 NEW YORK, NY
Back to DK Full portfolio

Position in DK

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$18,458,612
+$4,304,199 QoQ
Shares Held
363,287
+15.7% QoQ
Ownership
0.593%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#38
of 300 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DK Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

SIR Capital Management, L.P. holds $64,275,676 across 4 Oil & Gas Refining & Marketing names. DK ranks #2 (28.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 124,319 $32,377,640
2 DK
Delek US Holdings, Inc.
This page 		363,287 $18,458,612
3 PBF
PBF Energy Inc.
 200,529 $9,128,080
4 CLNE
Clean Energy Fuels Corp.
 2,103,095 $4,311,344

All Filings in DK

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,458,612 363,287
2026-03-31 $14,154,413 314,054
2025-06-30 $7,529,786 355,514
2024-12-31 $3,539,383 191,318
2024-09-30 $16,891,050 900,856
2024-06-30 $21,693,053 876,133
2024-03-31 $19,624,385 638,399
2023-12-31 $28,092,020 1,088,838
2023-09-30 $26,756,509 941,799
2023-06-30 $10,844,560 452,800
2023-03-31 $18,839,677 820,901
2022-12-31 $7,449,489 275,907
2022-09-30 $8,574,095 315,921
2022-06-30 $21,245,648 822,200
2022-03-31 $13,460,864 634,348
2021-12-31 $14,937,025 996,466
2021-09-30 $16,988,712 945,393
2021-06-30 $10,175,820 470,667
2020-12-31 $10,560,529 657,158
2020-06-30 $11,574,585 664,824