Delek US Holdings: Upside Expected As EPA Actions Are A Game-Changer (NYSE:DK)

Core Insights - Delek US Holdings (DK) has experienced a remarkable performance, with shares increasing over 140% in the past year, primarily due to an improved refining environment [1] Company Performance - The significant share price increase is attributed to Delek's unique positioning to benefit from favorable market conditions [1] Investment Strategy - The analysis reflects a contrarian investment approach, focusing on macro views and stock-specific turnaround stories to achieve outsized returns with a favorable risk/reward profile [1]