Clifford Capital Partners LLC Reduces Stake in Delek US Holdings

The institutional investor sold over 200,000 shares of the oil and gas company in the 3rd quarter.

Mar. 15, 2026 at 10:49am

Clifford Capital Partners LLC, an institutional investor, reduced its holdings in Delek US Holdings, Inc. (NYSE:DK) by 24.8% during the 3rd quarter, according to a recent SEC filing. The firm now owns 606,659 shares of the oil and gas company's stock, valued at approximately $19.58 million, making it the 16th largest position in Clifford Capital's portfolio.

Why it matters

Delek US is a major player in the oil and gas industry, operating a network of inland refineries, storage terminals, and pipelines. Institutional investors like Clifford Capital Partners closely monitor and adjust their positions in companies like Delek, which can provide insights into market trends and investor sentiment.

The details

According to the SEC filing, Clifford Capital Partners sold 200,590 shares of Delek US during the 3rd quarter, reducing its stake in the company to approximately 1.01% of the total outstanding shares. The firm cited unspecified reasons for the reduction in its Delek US holdings.

  • Clifford Capital Partners reduced its Delek US holdings during the 3rd quarter of the year.

The players

Clifford Capital Partners LLC

An institutional investor that manages a portfolio of investments, including a position in Delek US Holdings.

Delek US Holdings, Inc.

An independent downstream energy company engaged in the refining, logistics, and marketing of petroleum products, operating a network of inland refineries, storage terminals, and pipelines.

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The takeaway

The reduction in Clifford Capital Partners' Delek US holdings could signal broader market trends or changes in the firm's investment strategy, though the specific reasons are not disclosed. Investors and analysts will likely continue to monitor institutional activity in Delek US and other energy companies to gauge market sentiment and potential industry developments.