• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Delek US Holdings Inc.

    1/30/24 12:43:14 PM ET
    $DK
    Integrated oil Companies
    Energy
    Get the next $DK alert in real time by email
    SC 13G 1 dk.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Delek US Holdings, Inc. ------------------------------------ (Name of Issuer) Common Stock ------------------------------------ (Title of Class of Securities) 24665A103 -------------------- (CUSIP Number) December 31, 2023 ------------------------------------------------------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). PAGE 1 OF 4 PAGES -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON River Road Asset Management, LLC 43-2076925 -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [_] (b) [_] N/A -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware -------------------------------------------------------------------------------- 5 SOLE VOTING POWER 3,593,959 NUMBER OF ----------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 0 EACH ----------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 3,747,111 ----------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,747,111 -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* N/A -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.9% -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IA -------------------------------------------------------------------------------- PAGE 2 OF 4 PAGES Item 1(a) Name of Issuer: Delek US Holdings, Inc. Item 1(b) Address of Issuer's Principal Executive Offices: 310 Seven Springs Way, Suite 500 Brentwood, TN 37027 Item 2(a) Name of Person Filing: River Road Asset Management, LLC Item 2(b) Address of the Principal Office or, if none, Residence: 462 S. 4th St., Ste 2000 Louisville, KY 40202 Item 2(c) Citizenship: US -- State of Delaware Item 2(d) Title of Class of Securities: Common Stock Item 2(e) CUSIP Number: 24665A103 Item 3 If the Statement is being filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether the person filing is a: (e) [X] An investment advisor in accordance with section 240.13d-1(b)(1)(ii)(E) Item 4 Ownership: (a) Amount Beneficially Owned: 3,747,111 (b) Percent of Class: 5.9% PAGE 3 OF 4 PAGES (c) Number of shares as to which such person has: (i) sole power to vote or direct the vote: 3,593,959 (ii) shared power to vote or direct the vote: 0 (iii) sole power to dispose or to direct the disposition of: 3,747,111 (iv) shared power to dispose or to direct the disposition of: 0 Item 5 Ownership of Five Percent or Less of a Class: If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ]. Item 6 Ownership of More than Five Percent on Behalf of Another Person: Not applicable. Item 7 Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company: Not applicable. Item 8 Identification and Classification of Members of the Group: Not applicable. Item 9 Notice of Dissolution of a Group: Not applicable. Item 10 Certification: By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of such securities and were were not acquired in connection with or as a participant in any transaction having such purpose or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: January 30, 2024 River Road Asset Management, LLC By: /S/ THOMAS DIGNAN MUELLER ------------------------------------- Name: Thomas Dignan Mueller Title: CCO/COO PAGE 4 OF 4 PAGES
    Get the next $DK alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $DK

    DatePrice TargetRatingAnalyst
    4/10/2026$55.00Neutral → Buy
    Goldman
    3/5/2026$28.00 → $44.00Hold
    TD Cowen
    11/11/2025$28.00 → $36.00Hold
    TD Cowen
    10/17/2025$43.00Overweight
    Wells Fargo
    10/3/2025$34.00Underweight → Equal-Weight
    Morgan Stanley
    9/19/2025$28.00Sell → Hold
    TD Cowen
    9/3/2025$40.00Peer Perform → Outperform
    Wolfe Research
    8/8/2025$18.00 → $15.00Sell
    TD Cowen
    More analyst ratings

    $DK
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Delek US Holdings upgraded by Goldman with a new price target

    Goldman upgraded Delek US Holdings from Neutral to Buy and set a new price target of $55.00

    4/10/26 8:27:02 AM ET
    $DK
    Integrated oil Companies
    Energy

    TD Cowen reiterated coverage on Delek US Holdings with a new price target

    TD Cowen reiterated coverage of Delek US Holdings with a rating of Hold and set a new price target of $44.00 from $28.00 previously

    3/5/26 7:46:59 AM ET
    $DK
    Integrated oil Companies
    Energy

    TD Cowen reiterated coverage on Delek US Holdings with a new price target

    TD Cowen reiterated coverage of Delek US Holdings with a rating of Hold and set a new price target of $36.00 from $28.00 previously

    11/11/25 7:50:53 AM ET
    $DK
    Integrated oil Companies
    Energy

    $DK
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Sutil Vicky sold $223,966 worth of shares (4,909 units at $45.62), decreasing direct ownership by 14% to 31,239 units (SEC Form 4)

    4 - Delek US Holdings, Inc. (0001694426) (Issuer)

    6/2/26 8:47:18 PM ET
    $DK
    Integrated oil Companies
    Energy

    Director Sutil Vicky sold $81,421 worth of shares (1,849 units at $44.03), decreasing direct ownership by 5% to 36,148 units (SEC Form 4)

    4 - Delek US Holdings, Inc. (0001694426) (Issuer)

    6/1/26 8:48:20 PM ET
    $DK
    Integrated oil Companies
    Energy

    Director Delek Us Holdings, Inc. returned 602,447 units of Common Units to the company (SEC Form 4)

    4 - Delek US Holdings, Inc. (0001694426) (Reporting)

    5/22/26 4:39:07 PM ET
    $DK
    Integrated oil Companies
    Energy

    $DK
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    180 Million Barrels Of Oil Sands, A 5,000 BPD Permitted Nevada Refinery, And A New Multi-Party SAF Collaboration Just Stacked Onto The U.S. Domestic Refining Capacity Conversation

    Issued on behalf of Sky Quarry Inc.As Western U.S. refining capacity continues to consolidate, Brent crude trades in the ~$95.00 range, and the Trump administration prioritizes domestic refining under Presidential Determinations, one integrated energy and resource recovery company has positioned itself directly at the intersection of feedstock, infrastructure, and policy.USA News Group News CommentaryWOODS CROSS, Utah, May 29, 2026 /CNW/ -- U.S. domestic refining capacity has entered a structurally tight phase. West Coast refining capacity has continued to shrink, the Q1 2026 earnings cycle for major U.S. refiners confirmed disciplined demand and tight margin discipline across the complex, a

    5/29/26 8:56:00 AM ET
    $DINO
    $DK
    $PARR
    Natural Gas Distribution
    Energy
    Integrated oil Companies
    Oil & Gas Production

    180 Million Barrels of Utah Oil Sands Resource Under Development by Sky Quarry

    Issued on behalf of Sky Quarry, Inc.A Utah oil sands resource with a constructed processing facility, a $35-per-barrel target production cost, and direct integration with America's only Nevada refinery — Sky Quarry just opened the door to partnersNEW YORK, May 12, 2026 /CNW/ -- USA News Group News Commentary — When a small-cap energy company opens up a 180-million-barrel oil sands resource to outside partners, the announcement is rarely subtle. When that resource sits on a fully permitted Utah site with a constructed processing facility already in place, an estimated $35-per-barrel production cost, and direct integration potential into the only operating refinery in the State of Nevada, the

    5/12/26 9:00:00 AM ET
    $DINO
    $DK
    $PARR
    Natural Gas Distribution
    Energy
    Integrated oil Companies
    Oil & Gas Production

    Delek Logistics Partners, LP and Delek Logistics Finance Corp. Announce Results of Tender Offer for Any and All of their Outstanding 7.125% Senior Notes due 2028

    Delek Logistics Partners, LP (NYSE:DKL) ("Delek Logistics") and Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the "Offerors"), announced today that they have received, as of 5:00 p.m., New York City time, on May 11, 2026 (the "Expiration Time"), tenders from holders of $270,721,000 in aggregate principal amount (excluding tenders through guaranteed delivery procedures), representing approximately 67.7%, of the Offerors' 7.125% Senior Notes due 2028 (CUSIP Nos. 24665FAC6 (144A) / U24570AB6 (Reg S)) (ISIN US24665FAC68 (144A) / USU24570AB67 (Reg S)) (the "Notes"), in connection with the Offerors' previously announced tender offer (the "Offer"),

    5/12/26 8:40:00 AM ET
    $DK
    $DKL
    Integrated oil Companies
    Energy
    Natural Gas Distribution

    $DK
    SEC Filings

    View All

    SEC Form 144 filed by Delek US Holdings Inc.

    144 - Delek US Holdings, Inc. (0001694426) (Subject)

    6/3/26 1:02:45 PM ET
    $DK
    Integrated oil Companies
    Energy

    SEC Form 144 filed by Delek US Holdings Inc.

    144 - Delek US Holdings, Inc. (0001694426) (Subject)

    6/1/26 2:25:29 PM ET
    $DK
    Integrated oil Companies
    Energy

    SEC Form 144 filed by Delek US Holdings Inc.

    144 - Delek US Holdings, Inc. (0001694426) (Subject)

    5/29/26 2:32:10 PM ET
    $DK
    Integrated oil Companies
    Energy

    $DK
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chairman Yemin Ezra Uzi bought $75,064 worth of shares (4,875 units at $15.40) (SEC Form 4)

    4 - Delek US Holdings, Inc. (0001694426) (Issuer)

    3/17/25 7:50:24 AM ET
    $DK
    Integrated oil Companies
    Energy

    Director Marcogliese Richard J bought $22,458 worth of shares (1,540 units at $14.58), increasing direct ownership by 4% to 44,933 units (SEC Form 4)

    4 - Delek US Holdings, Inc. (0001694426) (Issuer)

    3/14/25 8:05:14 AM ET
    $DK
    Integrated oil Companies
    Energy

    Chairman Yemin Ezra Uzi bought $76,059 worth of shares (5,240 units at $14.52) (SEC Form 4)

    4 - Delek US Holdings, Inc. (0001694426) (Issuer)

    3/14/25 8:05:05 AM ET
    $DK
    Integrated oil Companies
    Energy

    $DK
    Leadership Updates

    Live Leadership Updates

    View All

    Delek US Holdings Announces Refining Leadership Transition

    Delek US Holdings, Inc. (NYSE:DK) today announced the appointment of Amber Russell as Executive Vice President, Refining, effective April 20, 2026. In this role, Ms. Russell will lead the company's refining operations, with a focus on advancing operational excellence, safety performance, and strategic growth across Delek's refining system. Ms. Russell has nearly three decades of global energy industry experience, including senior leadership roles at ExxonMobil and bp. She has demonstrated extensive leadership across several industry verticals such as refining, terminals, pipelines, and integrated operations. She most recently served as Senior Vice President for bp Solutions, where she led

    4/20/26 6:00:00 PM ET
    $DK
    Integrated oil Companies
    Energy

    Delek US Holdings Board Appoints New Director

    BRENTWOOD, Tenn., Jan. 18, 2024 /PRNewswire/ -- Delek US Holdings, Inc. (the "Company" or "Delek US") announced that its Board of Directors has appointed Christine Benson Schwartzstein to serve as an independent director effective immediately. Ms. Benson will stand for election at the Company's 2024 annual meeting of stockholders, on May 2, 2024. Following the appointment, the board of Delek US will comprise of 10 directors, 8 of which are independent.  "The board is pleased to welcome Ms. Benson. Her experience in risk management, capital markets, and green energies will provide us with instrumental insights," said Uzi Yemin, Executive Chairman of Delek US. "We are excited to have Ms. Benso

    1/18/24 4:45:00 PM ET
    $DK
    $DKL
    Integrated oil Companies
    Energy
    Natural Gas Distribution

    Delek US Announces Senior Leadership Changes

    Joseph Israel appointed EVP, OperationsTommy Chavez named SVP, Refining Operations BRENTWOOD, Tenn., March 24, 2023 /PRNewswire/ -- Delek US Holdings, Inc. (NYSE:DK) today announced changes to its senior leadership team: -  Joseph Israel named Executive Vice President, Operations for Delek US and Delek Logistics effective March 27, 2023.-  Tommy Chavez named Senior Vice President, Refining Operations effective April 10, 2023.-  Todd O'Malley, Executive Vice President and Chief Operating Officer, pursuing other opportunities.-  Nithia Thaver, Executive Vice President & President of Refining, pursuing other opportunities. Israel and Patrick Reilly, who was named Executive Vice President and Ch

    3/24/23 8:30:00 AM ET
    $DK
    Integrated oil Companies
    Energy

    $DK
    Financials

    Live finance-specific insights

    View All

    Delek US Holdings Reports First Quarter 2026 Results

    Delek US reported a first quarter net loss of $201.3 million or $(3.34) per share, adjusted net income of $4.7 million or $0.08 per share and adjusted EBITDA of $211.7 million Excluding the impacts of the RVO adjustment, adjusted EPS was $(0.98) per share and adjusted EBITDA was $129.4 million Completed the Big Spring Refinery turnaround safely, within budget and on time Improves overall refining profitability through better margin capture and lower costs Advanced key objectives of Enterprise Optimization Plan ("EOP"), increasing the annual run-rate cash flow improvements to ~$220 million from ~$200 million Announced refinancing of the revolving credit facilities for bot

    4/29/26 6:30:00 AM ET
    $DK
    $DKL
    Integrated oil Companies
    Energy
    Natural Gas Distribution

    Delek US Holdings, Inc. Announces Quarterly Dividend

    Delek US Holdings, Inc. (NYSE:DK) ("Delek") today announced that its Board of Directors has approved a quarterly dividend of $0.255 per share, to be paid on May 8, 2026, to shareholders of record on May 1, 2026. About Delek US Holdings, Inc. Delek US Holdings, Inc. is a diversified downstream energy company with assets in petroleum refining, logistics, and pipelines. The refining assets consist primarily of refineries operated in Tyler and Big Spring, Texas, El Dorado, Arkansas and Krotz Springs, Louisiana with a combined nameplate crude throughput capacity of 302,000 barrels per day. The logistics operations include Delek Logistics Partners, LP (NYSE:DKL). Delek Logistics Partners, L

    4/20/26 5:30:00 PM ET
    $DK
    $DKL
    Integrated oil Companies
    Energy
    Natural Gas Distribution

    Delek US Holdings to Host First Quarter 2026 Conference Call on April 29th

    Delek US Holdings, Inc. (NYSE:DK) ("Delek US") today announced that the Company intends to issue a press release summarizing first quarter 2026 results before the U.S. stock market opens on Wednesday, April 29, 2026. A conference call to discuss these results is scheduled to begin at 9:00 a.m. CT (10:00 a.m. ET) on Wednesday, April 29, 2026. The live broadcast of this conference call will be available online by going to www.DelekUS.com and clicking on the investor relations section of the website. A presentation containing supplemental financial information will also be available online at ir.delekus.com prior to the conference call and webcast. The Company does not intend to furnish this

    4/10/26 4:15:00 PM ET
    $DK
    $DKL
    Integrated oil Companies
    Energy
    Natural Gas Distribution

    $DK
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Delek US Holdings Inc.

    SC 13G/A - Delek US Holdings, Inc. (0001694426) (Subject)

    10/17/24 12:52:10 PM ET
    $DK
    Integrated oil Companies
    Energy

    Amendment: SEC Form SC 13D/A filed by Delek US Holdings Inc.

    SC 13D/A - Delek US Holdings, Inc. (0001694426) (Filed by)

    8/7/24 5:20:49 PM ET
    $DK
    Integrated oil Companies
    Energy

    SEC Form SC 13G/A filed by Delek US Holdings Inc. (Amendment)

    SC 13G/A - Delek US Holdings, Inc. (0001694426) (Subject)

    2/9/24 9:58:59 AM ET
    $DK
    Integrated oil Companies
    Energy