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Thomist Capital Management, LP

Position in DK — Delek US Holdings, Inc.

CIK 1767809 Houston, TX

Position in DK

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$16,808,270
+$3,763,360 QoQ
Shares Held
372,937
-39.4% QoQ
Ownership
0.609%
of shares outstanding
% of Portfolio
6.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
4 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 Mar 31, 2026

Thomist Capital Management, LP holds $54,929,765 across 3 Oil & Gas Refining & Marketing names. DK ranks #2 (30.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DK
Delek US Holdings, Inc.
This page
372,937 $16,808,270

All Filings in DK

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
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