Delek Logistics Partners LP (DKL) — 13F Holders Deep Dive (Q2 2026)

DKL ranks #4995 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

84 institutions disclose a position in DKL, but none treat it as a major bet — even GraniteShares Advisors LLC, its most concentrated holder, allocates just 2.0% of its own portfolio to it.

Morgan Stanley has added to its DKL position for two straight quarters, increasing it by $24.1M to reach $27.2M today.

Fidelity has trimmed its DKL position for two straight quarters, cutting it by $672.7K while still holding $270.6K.

DKL is down 1% today, but institutions show net buying of $5.6M this quarter — a divergence between today's price move and the underlying institutional flow.

DKL posted net income of $154.1M over the trailing twelve months.

• Profitable — net income of $154.1M over the trailing twelve months
• Revenue grew 30.3% year over year
• Net income improved year over year, from $152.6M to $154.1M
• Generated $237.1M in positive operating cash flow
• Current ratio of 1.12x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.00x equity — within a conventional range