DKL Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q1	Apr 28, 2023	Maran Capital Management	1.0%	9.0%	APG, CDRE, CTT.LS, DK, DKL, RNGR, VTY.L	catalysts, energy, small caps, special situations, value	Ranger Energy Services provides onshore domestic oil services helping E&Ps service their wells once drilled. The company is well-run, unlevered, and should stay busy as long as oil stays above $50-60/barrel. Trading at attractive valuations with strong free cash flow generation and share buyback potential.	RNGR ACGL\|APH\|COO\|CSGP\|DKNG\|GWRE\|IDXX\|IOT\|IT\|LPLA\|MSCI\|MTD\|PCOR\|ROP\|TECH\|VRSK	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Aug 8, 2025	Seeking Alpha	Daniel Javier	Delek Logistics Partners, LP	Energy	Oil & Gas Refining & Marketing	Bull	NYSE	—	View Pitch
Aug 7, 2025	Seeking Alpha	Samuel Smith	Delek Logistics Partners	Energy	Oil & Gas Refining & Marketing	Bull	NYSE	—	View Pitch

BSD Shareholders of DKL

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
Stephen Selver	Bramshill Investments	$1.8B	$1.5M	0.09%	34,007	+1,261	+3.85%	0.0519%
Terrence Murphy	Clearbridge Investments	$124.9B	$12.5M	0.01%	279,818	+0	+0.00%	0.4269%

DKL

DKL

Market Cap: $2.92B

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of DKL

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