— Know what they know.
Not Investment Advice

DKL Smart Money

Delek Logistics Partners, LP
1W: -0.7% 1M: +5.9% 3M: -1.4% YTD: +23.5% 1Y: +28.6% 3Y: +68.2% 5Y: +69.3%
$56.92
-0.48 (-0.84%)
Pre-Market: $58.12 (+1.20, +2.12%)
Weekly Expected Move ±2.7%
$54 $56 $57 $59 $61
NYSE · Energy · Oil & Gas Midstream · Tech Score Strong Buy · Power 70 · $3.3B mcap · 22M float · 0.702% daily turnover · Short 57% of daily vol
Credit Risk of going bust: lower than 58% of companies Debt: 42.3% of company value Bonds: $195.5M held by 267 funds, 236 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.23 (down 96%), Delek Logistics Partners, LP would be worth roughly what it owes.
Total debt $2.41B against a stock market value of $3.29B.
Distance to default 6.02 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.19B (short-term plus half of long-term), stock volatility 29.8%; Altman Z'' 0.68. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
88
Institutions Holding
+1 vs prior
17.9%
Ownership
-51.10%
7 New
29 Increased
26 Reduced
7 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-10 Spiegel Reuven officer: evp, delek logistics F-Tax Withholding 743 $57.00 $42K Filing
2026-09-10 Soreq Avigal officer: president F-Tax Withholding 3,038 $57.00 $173K Filing
2026-09-10 Hobbs Mark Wayne officer: evp F-Tax Withholding 659 $57.00 $38K Filing
2026-09-10 Wright Robert G. officer: evp, chief financial officer F-Tax Withholding 229 $57.00 $13K Filing
2026-08-13 Yemin Ezra Uzi officer: chairman P-Purchase 6,000 $50.00 $300K Filing
2026-08-13 Wright Robert G. officer: evp, chief financial officer P-Purchase 1,500 $50.00 $75K Filing
2026-08-13 Spiegel Reuven officer: executive vice president, dkl P-Purchase 1,000 $50.00 $50K Filing
2026-08-13 Hobbs Mark Wayne officer: evp P-Purchase 4,000 $50.00 $200K Filing
2026-08-13 Soreq Avigal officer: president P-Purchase 2,500 $50.00 $125K Filing
2026-06-10 HADDOCK RON W director A-Grant/Award 2,476 $52.49 $130K Filing
2026-06-10 Spiegel Reuven officer: executive vice president, dkl F-Tax Withholding 1,485 $52.49 $78K Filing
2026-06-10 Soreq Avigal officer: president F-Tax Withholding 1,646 $52.49 $86K Filing
2026-06-10 Brown Charles J III director A-Grant/Award 2,476 $52.49 $130K Filing
2026-06-10 Hobbs Mark Wayne officer: evp F-Tax Withholding 350 $52.49 $18K Filing
2026-06-10 Green Frederec director A-Grant/Award 2,476 $52.49 $130K Filing
2026-06-10 McWatters Denise Clark officer: evp, gen counsel & corp sec F-Tax Withholding 1,277 $52.49 $67K Filing
2026-06-10 Wright Robert G. officer: evp, chief financial officer F-Tax Withholding 74 $52.49 $4K Filing
2026-06-10 Brillon Sherri Anne director A-Grant/Award 2,476 $52.49 $130K Filing
2026-06-10 Green Frederec director A-Grant/Award 2,476 $1,527.00 $3.8M Filing
2026-06-10 Kelly Gennifer F. director A-Grant/Award 2,476 $52.49 $130K Filing
2026-06-10 Yemin Ezra Uzi officer: chairman A-Grant/Award 2,476 $52.49 $130K Filing
2026-06-10 GADD ERIC D director A-Grant/Award 2,476 $52.49 $130K Filing
2026-04-01 Delek Logistics Services Co director D-Sale to Issuer 359,372 $— $0 Filing
2026-04-01 Delek US Energy, Inc. director D-Sale to Issuer 359,372 $— $0 Filing
2026-04-01 Delek US Holdings, Inc. director D-Sale to Issuer 359,372 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
ALPS ADVISORS INC 4,384,141 $226M -191,526 2026-06-30 Filing
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,630,692 $84M +32,990 2026-06-30 Filing
Invesco Ltd. 1,515,208 $78M +16 2026-06-30 Filing
MORGAN STANLEY 528,545 $27M +428,181 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 490,801 $25M -150,634 2026-06-30 Filing
Clearbridge Investments, LLC 489,458 $25M +99,300 2026-06-30 Filing
JPMORGAN CHASE & CO 328,315 $17M -49,378 2026-06-30 Filing
RAYMOND JAMES FINANCIAL INC 275,718 $14M +20,488 2026-06-30 Filing
NEOS Investment Management LLC 173,361 $9M +62,267 2026-06-30 Filing
WESTWOOD HOLDINGS GROUP INC 160,185 $8M -439 2026-06-30 Filing
KORNITZER CAPITAL MANAGEMENT INC /KS 140,000 $7M — 2026-06-30 Filing
INFRASTRUCTURE CAPITAL ADVISORS, LLC 139,812 $7M -16,664 2026-06-30 Filing
Blackstone Inc. 132,175 $7M -6,150 2026-06-30 Filing
UBS Group AG 117,955 $6M -9 2026-06-30 Filing
Castellan Group 93,263 $5M +2,101 2026-06-30 Filing
FIRST TRUST ADVISORS LP 78,338 $4M +7,332 2026-06-30 Filing
CITADEL ADVISORS LLC 70,654 $4M +52,765 2026-06-30 Filing
Adams Asset Advisors, LLC 70,288 $4M — 2026-06-30 Filing
GraniteShares Advisors LLC 61,632 $3M +8,075 2026-06-30 Filing
HRT FINANCIAL LP 52,937 $3M +1,211 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms