Vanguard Portfolio Management (DK) discloses 3.69M shares, 6.17% stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Delek US Holdings Inc disclosure: Vanguard Portfolio Management reports beneficial ownership of 3,690,586 shares of Common Stock, representing 6.17% of the class as of 03/31/2026. The filer reports 56,089 shares with sole voting power and sole dispositive power over the full 3,690,586 shares. The filing is signed on 04/29/2026.
Positive
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Key Figures
Beneficial ownership: 3,690,586 shares
Percent of class: 6.17%
Sole voting power: 56,089 shares
+3 more
6 metrics
Beneficial ownership
3,690,586 shares
Amount beneficially owned as reported
Percent of class
6.17%
Percent of class as reported
Sole voting power
56,089 shares
Sole power to vote or direct the vote
Sole dispositive power
3,690,586 shares
Sole power to dispose or direct disposition
Reporting date
03/31/2026
Ownership as of date
Signature date
04/29/2026
Date filing signed
Key Terms
Schedule 13G, beneficially owned, sole dispositive power, sole voting power
4 terms
Schedule 13G regulatory
"Name of form: Schedule 13G (ownership disclosure)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned regulatory
"Amount beneficially owned: 3690586"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 3690586"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole voting power regulatory
"Sole power to vote or to direct the vote: 56089"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
FAQ
What stake does Vanguard hold in Delek US (DK)?
Vanguard Portfolio Management holds 3,690,586 shares, or 6.17%. The position is reported as beneficial ownership in a Schedule 13G with an as-of date of 03/31/2026 and signed on 04/29/2026 by Vanguard's representative.
Is Vanguard acting on behalf of others in the DK filing?
Yes; Vanguard Portfolio Management reports holdings on behalf of funds and managed accounts. The filing states dispositive power exercised for Vanguard funds and other clients; no single other person holds more than 5% according to Item 6.
What dates are relevant in Vanguard's DK 13G filing?
The ownership is reported as of 03/31/2026 and the Schedule 13G was signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration for Vanguard Portfolio Management.