Monitor for any future conversion to a Schedule 13D, which would signal a shift to activist intent. For now, the passive filing suggests no near-term catalyst from this holder.
Price Chart
Executive Summary
BlackRock, Inc. filed an amended Schedule 13G disclosing beneficial ownership of 9,071,872 shares of Delek US Holdings, Inc. common stock, representing 14.8% of shares outstanding as of September 30, 2026. This is a routine passive stake update by a major asset manager, with no change in investment intent indicated.
Key Financial Metrics
Key Facts
- BlackRock reports beneficial ownership of 9,071,872 shares of Delek US Holdings common stock.
- The stake represents 14.8% of outstanding shares as of September 30, 2026.
- BlackRock certifies the shares were acquired and are held in the ordinary course of business, not for changing or influencing control.
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment posture.
Financial Impact
BlackRock holds 14.8% of Delek US Holdings common stock, a significant passive stake.
Risk Factors
- A large passive holder does not typically drive stock price action; the filing is routine.
- No change in investment strategy or intent is disclosed.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003318 |
| Document: Item_7.txt | 0002012383-26-003318 |
| Document: 0002012383-26-003318-index-headers.html | 0002012383-26-003318 |
| Document: 0002012383-26-003318-index.html | 0002012383-26-003318 |
| Document: 0002012383-26-003318.txt | 0002012383-26-003318 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | SC 13G/A | $75.40 $75.67 | ▲ +0.36% | ▼ −0.19% | $70.30 (−6.76%) |
Sep 15, 2026 6w ago | Insider Cluster | $79.16 $81.55 | ▲ +3.02% | ▲ +1.89% | $70.30 (−11.19%) |
Sep 9, 2026 6w ago | Insider Cluster | $74.89 $76.10 | ▲ +1.62% | ▲ +0.76% | $70.30 (−6.13%) |
Sep 4, 2026 7w ago | 144 | $71.86 $75.67 | ▲ +5.30% | ▲ +5.85% | $70.30 (−2.17%) |
Sep 1, 2026 8w ago | 144 | $73.34 $71.45 | ▼ −2.58% | ▼ −3.02% | $70.30 (−4.15%) |
Aug 28, 2026 8w ago | 144 | $72.25 $74.34 | ▲ +2.89% | ▲ +3.19% | $70.30 (−2.70%) |
Aug 26, 2026 8w ago | Insider Cluster | $70.26 $72.25 | ▲ +2.83% | ▲ +3.06% | $70.30 (+0.06%) |
Aug 25, 2026 9w ago | Insider Cluster | $70.84 $70.26 | ▼ −0.82% | ▼ −1.47% | $70.30 (−0.76%) |
Aug 25, 2026 9w ago | Insider Cluster | $70.84 $70.26 | ▼ −0.82% | ▼ −1.47% | $70.30 (−0.76%) |
Aug 24, 2026 9w ago | 144 | $68.08 $67.59 | ▼ −0.72% | ▼ −1.04% | $70.30 (+3.26%) |
US Market Status
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