Kawa Capital Management, Inc sold 200,000 shares of Delek US Holdings for an estimated $6.45 million based on quarterly average pricing. The fund’s stake value fell by $6.45 million post-trade, with zero shares held post-sale, previously making up 11.7% of AUM. Shares were priced at $26.68 on January 20, 2026.

On January 21, 2026, Kawa Capital Management, Inc disclosed selling its entire position in Delek US Holdings, unloading 200,000 shares for an estimated $6.45 million. This stake, previously 11.7% of the fund’s AUM, was fully exited. The company’s top holdings post-filing include BDN, ONL, ARE, and VALE.

Delek US Holdings, Inc. is a diversified downstream energy company with a strong presence in oil refining, logistics, and retail fuel distribution across the southern United States. The company leverages its integrated infrastructure to drive operational efficiency and capture value across the supply chain, positioning itself competitively in the energy sector.

Kawa Capital, a Florida-based alternative asset manager, recently closed its entire stake in Delek US Holdings stock. Delek operates in the downstream segment of the energy sector, with fluctuating margins. While the stock has generated returns, its high volatility may make it better suited for traders than long-term investors.

Read more at Yahoo Finance: Kawa Capital Ditches Entire $6.5 Million Stake in Delek, According to Recent SEC Filing