delek logistics partners lp (nyse: dkl), headquartered in brentwood, tennessee, is a growth-oriented publicly traded master limited partnership (mlp) formed by delek us holdings in 2012 to own, operate, acquire, and construct crude oil and refined products logistics and marketing assets. a substantial majority of our existing assets are integral to the success of delek’s refining and marketing operations. we gather, transport and store crude oil and market, distribute, transport and store refined products in select regions of the southeastern united states and west texas for delek and third parties, primarily in support of delek’s refineries in tyler, texas and el dorado, arkansas.
Company profile
Ticker
DKL
Exchange
Website
CEO
Ezra Yemin
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Delek Logistics Operating, LLC • Delek Marketing & Supply, LP • Delek Marketing GP, LLC • Delek Crude Logistics, LLC • Delek Marketing-Big Sandy, LLC • Paline Pipeline Company, LLC • Magnolia Pipeline Company, LLC • SALA Gathering Systems, LLC • El Dorado Pipeline Company, LLC • DKL Caddo, LLC ...
IRS number
455379027
DKL stock data
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
17 Apr 24
8-K
Delek Logistics Partners, LP Announces Pricing of Offering of $200 Million of Additional 8.625% Senior Notes Due 2029
12 Apr 24
8-K
Delek Logistics Partners, LP Announces Proposed Offering of $200 Million of Additional 8.625% Senior Notes Due 2029
12 Apr 24
8-K
Entry into a Material Definitive Agreement
2 Apr 24
8-K
Entry into a Material Definitive Agreement
13 Mar 24
8-K
Regulation FD Disclosure
12 Mar 24
8-K
Entry into a Material Definitive Agreement
11 Mar 24
424B2
Prospectus for primary offering
11 Mar 24
8-K
Delek Logistics Partners, LP Announces Pricing of Public Offering of Common Units
8 Mar 24
8-K
Delek Logistics Partners, LP Announces Proposed Public Offering of Common Units
7 Mar 24
Transcripts
DKL
Earnings call transcript
2023 Q4
27 Feb 24
DKL
Earnings call transcript
2023 Q3
7 Nov 23
DKL
Earnings call transcript
2023 Q2
7 Aug 23
DKL
Earnings call transcript
2023 Q1
8 May 23
DKL
Earnings call transcript
2022 Q4
28 Feb 23
DKL
Earnings call transcript
2022 Q3
7 Nov 22
DKL
Earnings call transcript
2022 Q2
7 Aug 22
DKL
Earnings call transcript
2022 Q1
3 May 22
DKL
Earnings call transcript
2021 Q4
24 Feb 22
DKL
Earnings call transcript
2021 Q3
5 Nov 21
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 4.18 mm | 4.18 mm | 4.18 mm | 4.18 mm | 4.18 mm | 4.18 mm |
Cash burn (monthly) | 1.18 mm | 896.92 k | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 8.10 mm | 6.17 mm | n/a | n/a | n/a | n/a |
Cash remaining | -3.92 mm | -1.99 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | -3.3 | -2.2 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
83.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 55 |
Opened positions | 13 |
Closed positions | 7 |
Increased positions | 19 |
Reduced positions | 9 |
13F shares | Current |
---|---|
Total value | 202.08 bn |
Total shares | 39.16 mm |
Total puts | 44.40 k |
Total calls | 31.40 k |
Total put/call ratio | 1.4 |
Largest owners | Shares | Value |
---|---|---|
DK Delek US | 34.31 mm | $1.40 bn |
Alps Advisors | 1.53 mm | $64.31 bn |
IVZ Invesco | 1.08 mm | $45.39 bn |
Clearbridge Advisors | 405.72 k | $17.03 bn |
Ion Asset Management | 337.88 k | $14.18 bn |
Infrastructure Capital Advisors | 223.21 k | $9.37 bn |
JPM JPMorgan Chase & Co. | 185.38 k | $7.78 bn |
Mirae Asset Global Investments | 140.36 k | $5.89 bn |
Kornitzer Capital Management | 140.00 k | $5.88 bn |
GS Goldman Sachs | 131.93 k | $5.54 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Mar 24 | Yemin Ezra Uzi | Common Units representing limited partner interest | Payment of exercise | Dispose F | No | No | 39.09 | 1,289 | 50.39 k | 56,099 |
11 Mar 24 | Spiegel Reuven | Common Units | Payment of exercise | Dispose F | No | No | 39.09 | 225 | 8.80 k | 17,176 |
11 Mar 24 | Soreq Avigal | Common Units | Payment of exercise | Dispose F | No | No | 39.09 | 527 | 20.60 k | 47,388 |
11 Mar 24 | Joseph Israel | Common Units | Payment of exercise | Dispose F | No | No | 39.09 | 127 | 4.96 k | 11,174 |
11 Mar 24 | Denise Clark McWatters | Common Units | Payment of exercise | Dispose F | No | No | 39.09 | 234 | 9.15 k | 11,952 |
8 Mar 24 | Spiegel Reuven | Common Units | Grant | Acquire A | No | No | 39.09 | 7,036 | 275.04 k | 17,401 |
8 Mar 24 | Soreq Avigal | Common Units | Grant | Acquire A | No | No | 39.09 | 22,389 | 875.19 k | 47,915 |
8 Mar 24 | Joseph Israel | Common Units | Grant | Acquire A | No | No | 39.09 | 6,397 | 250.06 k | 11,301 |
8 Mar 24 | Denise Clark McWatters | Common Units | Grant | Acquire A | No | No | 39.09 | 4,477 | 175.01 k | 12,186 |
News
Raymond James Upgrades Delek Logistics Partners to Outperform, Announces $45 Price Target
19 Mar 24
Why Marvell Technology Shares Are Trading Lower By 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
8 Mar 24
Delek Logistics Partners Prices Public Offering Of 3,116,884 Common Units At $38.50/Unit
8 Mar 24
Delek Logistics Partners, LP Announces $120M Proposed Public Offering Of Common Units
7 Mar 24
Reported Earlier, Delek Logistics Partners Prices Upsized Offering Of $650M 8.625% Senior Notes Due 2029
29 Feb 24
Press releases
Delek Logistics Partners, LP Increases Quarterly Cash Distribution to $1.07 per Common Limited Partner Unit
25 Apr 24
Delek Logistics Partners, LP Announces Pricing of Offering of $200 Million of Additional 8.625% Senior Notes Due 2029
12 Apr 24
Delek Logistics Partners, LP Announces Proposed Offering of $200 Million of Additional 8.625% Senior Notes Due 2029
12 Apr 24
Delek Logistics Partners, LP to Host First Quarter 2024 Conference Call on May 7th
8 Apr 24
Delek US Holdings to Host First Quarter 2024 Conference Call on May 7th
5 Apr 24