Dimensional's reduction below 5% removes any overhang of a potential activist conversion, but the passive nature of the filing suggests no near-term catalyst. Monitor for any further 13G amendments or a potential 13D conversion if the stake increases again.
Price Chart
Executive Summary
Dimensional Fund Advisors LP filed an amended Schedule 13G disclosing a 4.1% passive stake in HF Sinclair Corp as of September 30, 2026, down from a prior filing. The filing confirms Dimensional remains a passive investor below the 5% threshold, with no activist intent.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP reported beneficial ownership of 7,252,148 shares of HF Sinclair Corp common stock, representing 4.1% of shares outstanding.
- The stake is held through various funds for which Dimensional serves as investment adviser, sub-adviser, or manager.
- Dimensional disclaims beneficial ownership of the securities and certifies the shares were acquired in the ordinary course of business, not for changing or influencing control.
- The filing is an amendment to a prior Schedule 13G, indicating a decrease from a previously reported position above 5%.
Financial Impact
Dimensional's stake is valued at approximately $387 million based on a $53.40 share price (estimated from market data), representing 4.1% of shares outstanding.
Risk Factors
- Dimensional could continue to reduce its position, signaling waning institutional confidence.
- The passive certification could be challenged if Dimensional's activities later suggest control intent.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000354204-26-001024 |
| Document: 0000354204-26-001024-index.html | 0000354204-26-001024 |
| Document: 0000354204-26-001024.txt | 0000354204-26-001024 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $124.42 $125.38 | ▲ +0.77% | ▲ +0.92% | $116.07 (−6.71%) |
Oct 8, 2026 18d ago | SC 13G/A | $120.72 $124.70 | ▲ +3.30% | ▲ +3.57% | $116.07 (−3.85%) |
Aug 26, 2026 8w ago | 8-K | $97.00 $106.06 | ▲ +9.34% | ▲ +10.11% | $116.07 (+19.66%) |
Aug 11, 2026 10w ago | Insider Buy | $87.93 $94.62 | ▲ +7.61% | ▲ +8.05% | $116.07 (+32.00%) |
Aug 11, 2026 10w ago | Insider Cluster | $87.93 $94.62 | ▲ +7.61% | ▲ +8.05% | $116.07 (+32.00%) |
Jul 28, 2026 13w ago | 8-K | $89.30 $88.65 | ▼ −0.73% | ▼ −3.00% | $116.07 (+29.98%) |
Jul 8, 2026 15w ago | 8-K | $78.62 $83.11 | ▲ +5.71% | ▲ +4.85% | $116.07 (+47.63%) |
Jun 19, 2026 18w ago | Institutional Cluster | $65.84 $68.29 | ▲ +3.72% | ▲ +5.79% | $116.07 (+76.29%) |
Jun 3, 2026 20w ago | Insider Cluster | $72.83 $69.90 | ▼ −4.02% | ▼ −1.47% | $116.07 (+59.37%) |
May 27, 2026 21w ago | 144 | $68.08 $73.22 | ▲ +7.55% | ▲ +6.34% | $116.07 (+70.49%) |
US Market Status
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