SCHEDULE: Goldman Sachs Files Schedule 13G for Delek US Holdings

Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed a Schedule 13G, reporting beneficial ownership of 5.3% of Delek US Holdings, Inc. common stock as of March 31, 2026.

Summary

• This filing is a Schedule 13G, indicating that The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC beneficially own more than 5% of the outstanding common stock of Delek US Holdings, Inc.
• As of March 31, 2026, the reporting persons collectively beneficially owned 3,170,580 shares, representing 5.3% of the class.
• Goldman Sachs & Co. LLC is identified as a broker-dealer and investment adviser.
• The filing confirms that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a standard disclosure of beneficial ownership by a financial institution and does not inherently contain positive or negative news about the underlying company's performance.

Positives

• Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC hold a significant stake (5.3%) in Delek US Holdings, Inc., which could indicate confidence in the company's prospects.
• The filing explicitly states that the securities are held in the ordinary course of business, suggesting a standard investment approach rather than a hostile takeover attempt.

Negatives

• The filing does not contain any negative financial or operational information about Delek US Holdings, Inc. as it is a disclosure of beneficial ownership by a third party.

Risks

• Potential for increased market activity or volatility in Delek US Holdings, Inc. stock due to the significant stake held by a major financial institution.
• The nature of institutional ownership means that a large sale by Goldman Sachs could negatively impact the stock price.

Future Outlook

The filing does not contain forward-looking statements or guidance from Delek US Holdings, Inc. It is a disclosure of beneficial ownership by Goldman Sachs.

Management Comments

• The filing includes certifications by Sam Prashanth, Attorney-in-fact for The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC, stating that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for large financial institutions like Goldman Sachs when they accumulate a significant stake in a publicly traded company. This filing indicates Goldman Sachs's investment position in the energy sector, specifically within Delek US Holdings, Inc.

Stakeholder Impact

• Shareholders of Delek US Holdings, Inc.: The filing indicates a significant institutional investor, which can influence market perception and stock liquidity. The presence of Goldman Sachs as a substantial shareholder may be viewed positively by some investors.
• Competitors of Delek US Holdings, Inc.: The filing does not directly impact competitors but highlights the investment landscape within the energy sector.

Next Steps

• Goldman Sachs will continue to monitor its investment in Delek US Holdings, Inc. and may file amendments to this Schedule 13G if its beneficial ownership changes significantly.

Key Dates

Keywords

Schedule 13G, Delek US Holdings, Goldman Sachs, Beneficial Ownership, SEC Filing, Common Stock, Investment, Broker-Dealer, Investment Adviser