SCHEDULE: Goldman Sachs Reports Stake in Delek US Holdings

Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed an amendment to their Schedule 13G, disclosing their beneficial ownership of Delek US Holdings, Inc. common stock.

Summary

• This filing is an amendment to a Schedule 13G, indicating a change in beneficial ownership of Delek US Holdings, Inc. common stock.
• The reporting persons are The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC.
• The filing indicates that Goldman Sachs & Co. LLC is a broker-dealer and an investment adviser.
• As of June 30, 2026, the aggregate amount beneficially owned by each reporting person is 1,531,064.57 shares.
• This represents 2.5% of the class of securities.
• The filing disclaims beneficial ownership for certain client accounts and investment entities managed by Goldman Sachs.
• The reporting persons certify 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: 3

Explanation: StockSavvy.ai views this filing as having a neutral to slightly negative sentiment due to its nature as a routine disclosure of beneficial ownership, with no new strategic or financial performance information.

Positives

• Goldman Sachs & Co. LLC, a registered broker-dealer and investment adviser, is involved, suggesting potential market activity or investment interest.
• The filing confirms that the securities are held in the ordinary course of business, implying standard investment practices.

Negatives

• The filing does not provide any new financial performance data, strategic updates, or forward-looking guidance for Delek US Holdings, Inc.
• The disclosure is an amendment, suggesting a change in ownership that might be routine but lacks specific context for the change.

Risks

• The filing does not explicitly mention any risks associated with Delek US Holdings, Inc. or the investment itself.

Future Outlook

No specific future outlook or guidance for Delek US Holdings, Inc. is provided in this filing. The filing pertains to ownership disclosure.

Management Comments

• The reporting persons certify that, to the best of their knowledge and belief, the securities referred to above 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 of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 240.14a-11.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures for institutional investors crossing certain ownership thresholds. This filing indicates Goldman Sachs' continued or updated investment position in the energy sector, specifically within refining and marketing, represented by Delek US Holdings.

Stakeholder Impact

• Shareholders of Delek US Holdings, Inc. are informed of a significant institutional investor's (Goldman Sachs) ownership stake, which can influence market perception and trading activity.
• The disclaimer regarding beneficial ownership for client accounts and investment entities suggests that the actual number of shares directly controlled by Goldman Sachs' core entities might be lower than the reported aggregate amount.

Next Steps

• The filing itself represents a completed action of disclosure.
• Future filings would be required if ownership levels change significantly.

Key Dates

Keywords

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