Company Overview - Delek US Holdings, Inc. is a diversified downstream energy company with a significant presence in oil refining, logistics, and retail fuel distribution across the southern United States [9] - The company generates revenue through integrated operations spanning crude oil refining, logistics (pipelines, storage, terminals), and retail fuel and merchandise sales [10] - As of January 20, 2026, Delek US Holdings reported a revenue of $10.67 billion and a net income of -$453.50 million, with a dividend yield of 3.63% [5] Recent Developments - On January 21, 2026, Kawa Capital Management, Inc disclosed that it sold its entire position in Delek US Holdings, unloading 200,000 shares for an estimated $6.45 million based on quarterly average pricing [2][3] - The sale eliminated a position that previously accounted for 11.7% of Kawa Capital's assets under management (AUM) as of the prior quarter, resulting in a net position value decline of $6.45 million [3][4][7] - Following the sale, Delek US Holdings shares were priced at $26.68, reflecting a 45.47% increase over the past year, outperforming the S&P 500 by 28.34 percentage points [4]