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Equibles

Thomist Capital Management, LP

Position in DK — Delek US Holdings, Inc.

CIK 1767809 Houston, TX
Back to DK Full portfolio

Position in DK

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$10,278,863
-$6,529,407 QoQ
Shares Held
202,300
-45.8% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
#59
of 300 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DK Over Time

Shares Held

Position Value (USD)

Derivatives in DK

reported options exposure · as of Jun 30, 2025
CallValue
$44,478,000
CallShares
2,100,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Thomist Capital Management, LP holds $23,314,142 across 4 Oil & Gas Refining & Marketing names. DK ranks #1 (44.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DK
Delek US Holdings, Inc.
This page 		202,300 $10,278,863
2 DINO
HF Sinclair Corp
 97,063 $6,760,437
3 PARR
Par Pacific Holdings, Inc.
 66,060 $3,704,644
4 CVI
Cvr Energy Inc
 93,326 $2,570,198

All Filings in DK

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,278,863 202,300
2026-03-31 $16,808,270 372,937
2025-06-30 $44,478,000 2,100,000
2025-06-30 $13,044,910 615,907
2022-06-30 $11,795,494 456,482
2022-03-31 $1,776,814 83,733