MassMutual Private Wealth & Trust, FSB DK — Delek US Holdings Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  9 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Delek US Holdings Inc (DK) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows DK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Delek US Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DK stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held DK — position size vs. price
% of Fund (quarterly)    DK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 350 — 0% 0.00% $16K 2026-04-13 $40.87
2025 Q4 UNCHANGED — — — 350 — 0% 0.00% $10K 2026-01-07 $28.89
2025 Q3 UNCHANGED — — — 350 — 0% 0.00% $11K 2025-10-22 $34.92
2025 Q2 ADDED — — — 350 +316 +929.4% 0.00% $7K 2025-07-09 $23.59
2025 Q1 ADDED — — — 34 +13 +61.9% 0.00% $512 2025-04-01 $14.76
2024 Q4 ADDED — — — 21 +8 +61.5% 0.00% $389 2025-01-16 $18.79
2024 Q3 REDUCED 66.7% -4.1% ✅ 13 -26 -66.7% 0.00% $244 2024-10-02 $17.29
2024 Q2 ADDED — — — 39 +14 +56.0% 0.00% $966 2024-07-02 $22.57
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DK

As of 2026 Q1 — sorted by position size

ION Fund Management Ltd 8.74% Provident Co of the Employees of the Hebrew University LTD 5.17% THOMIST CAPITAL MANAGEMENT, LP 3Y 4.52% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 3.77% Kennondale Capital Management LLC 3.23% Rangeley Capital, LLC 2.63% GeoSphere Capital Management, LLC 3Y 7Y 1.77% Forest Avenue Capital Management LP 3Y 1.75% LONE PEAK GLOBAL INVESTORS LLC 3Y 7Y 1.75% SIR Capital Management, L.P. 3Y 7Y 1.32%

FAQ About MassMutual Private Wealth & Trust, FSB and DK

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning DK?

MassMutual Private Wealth & Trust, FSB reported DK across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DK position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for DK was 0.00% in 2026 Q1.

What is the latest reported DK position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 350 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this DK ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly DK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their DK position?

Based on 13F filing dates vs. subsequent DK price moves, MassMutual Private Wealth & Trust, FSB correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on DK relative to SPY over the holding period was +21.7%.

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