Monitor for any subsequent changes in Vanguard's stake or a conversion to a 13D filing, which would signal a shift from passive to active intent. The current filing confirms a passive, index-driven position with no immediate catalyst.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing beneficial ownership of 5,110,237 shares of Delek US Holdings, Inc. common stock, representing 8.34% of shares outstanding as of September 30, 2026. This is a routine passive stake update by a major index fund manager, with no change in investment intent indicated.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 5,110,237 shares of Delek US Holdings, Inc. common stock.
- The stake represents 8.34% of shares outstanding as of September 30, 2026.
- This is an amendment to a Schedule 13G filing, indicating a passive investment intent.
- The filing was made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
- Vanguard certifies the securities were acquired and are held in the ordinary course of business, not to change or influence control of the issuer.
Financial Impact
Vanguard holds 8.34% of Delek US Holdings, valued at approximately $358 million based on the $4.3B market cap snapshot.
Risk Factors
- No material risks identified from this routine passive stake update.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001067 |
| Document: 0002100121-26-001067-index.html | 0002100121-26-001067 |
| Document: 0002100121-26-001067.txt | 0002100121-26-001067 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $73.29 | awaiting T+1 | awaiting T+1 | $73.57 (+0.39%) |
Oct 29, 2026 3d ago | 8-K | $71.18 | awaiting T+1 | awaiting T+1 | $73.57 (+3.36%) |
Oct 5, 2026 27d ago | SC 13G/A | $75.40 $75.67 | ▲ +0.36% | ▼ −0.19% | $73.57 (−2.43%) |
Sep 15, 2026 6w ago | Insider Cluster | $79.16 $81.55 | ▲ +3.02% | ▲ +1.89% | $73.57 (−7.06%) |
Sep 9, 2026 7w ago | Insider Cluster | $74.89 $76.10 | ▲ +1.62% | ▲ +0.76% | $73.57 (−1.76%) |
Sep 4, 2026 8w ago | 144 | $71.86 $75.67 | ▲ +5.30% | ▲ +5.85% | $73.57 (+2.38%) |
Sep 1, 2026 8w ago | 144 | $73.34 $71.45 | ▼ −2.58% | ▼ −3.02% | $73.57 (+0.31%) |
Aug 28, 2026 9w ago | 144 | $72.25 $74.34 | ▲ +2.89% | ▲ +3.19% | $73.57 (+1.83%) |
Aug 26, 2026 9w ago | Insider Cluster | $70.26 $72.25 | ▲ +2.83% | ▲ +3.06% | $73.57 (+4.71%) |
Aug 25, 2026 9w ago | Insider Cluster | $70.84 $70.26 | ▼ −0.82% | ▼ −1.47% | $73.57 (+3.85%) |
US Market Status
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