Vanguard Portfolio Management LLC filed an amended beneficial ownership statement with the SEC on October 30, 2026, disclosing a position of 5,110,237 shares of Delek US Holdings Inc common stock, representing 8.34% of the class, as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported 5,110,237 shares of Delek US Holdings Inc common stock.
  • Percent of class: The reported position represents 8.34% of the outstanding common stock.
  • Sole dispositive power: Vanguard Portfolio Management holds sole power to dispose of all 5,110,237 shares reported.
  • Sole voting power: Sole voting power is reported for 61,009 shares, with 0 shares subject to shared voting power.
  • Event date: The date of the event requiring the filing is stated as September 30, 2026.
  • Filing includes affiliates: The statement covers securities beneficially owned by Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, as affiliates or business divisions.

Vanguard Portfolio Management's Position in Delek US Holdings

According to the filing, Vanguard Portfolio Management LLC, organized in Pennsylvania and classified as an investment adviser, reported beneficial ownership of 5,110,237 shares of common stock of Delek US Holdings Inc, a company headquartered at 7102 Commerce Way, Brentwood, TN, 37027. The filing is Amendment No. 1 to a prior Schedule 13G, with a triggering event date of September 30, 2026. The issuer's common stock carries CUSIP number 24665A103.

The filing states that the reported position includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, as well as securities held by clients over which its affiliates -- specifically Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC -- exercise dispositive and/or voting power. The filing further notes that it does not include securities, if any, beneficially owned by other subsidiaries or affiliates whose ownership is disaggregated from that of the reporting business unit under SEC Release No. 34-39538 (January 12, 1998).

On the question of intent, the filing certifies that the securities "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." Regarding dividend or sale proceeds, the filing discloses that Vanguard Portfolio Management, including registered investment companies and other managed accounts, has the right to receive or direct receipt of dividends or proceeds from the sale of the reported securities, and that no single other person's interest exceeds 5% of the class. The document was signed by My Trieu-Gatt, identified as Authorized Signatory and Head of Global Fund Administration, on October 30, 2026.

What Was Disclosed

Vanguard Portfolio Management LLC disclosed amended beneficial ownership of 5,110,237 shares of Delek US Holdings Inc common stock, equal to 8.34% of the class, with sole dispositive power over all reported shares and sole voting power over 61,009 shares, as of September 30, 2026.