HF Sinclair Up 45% in a Year, but One Fund Quietly Cut $6.5 Million From the Position

2 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, January 24, 2026 astatine 11:23 AM CST 4 min read

DDD Partners sold 125,198 HF Sinclair shares successful the 4th quarter; the estimated transaction worth was $6.45 cardinal based connected quarterly mean prices.
Meanwhile, the quarter-end presumption worth declined by $8.37 million, reflecting some trading and banal terms movement.
Post-transaction, the money reported holding 290,951 shares worthy $13.41 million, representing 0.85% of 13F AUM.
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DDD Partners reduced its involvement successful HF Sinclair (NYSE:DINO) by 125,198 shares successful the 4th quarter, an estimated $6.45 cardinal transaction based connected quarterly mean pricing, according to a January 22 SEC filing.

According to a January 22 SEC filing, DDD Partners sold 125,198 shares of HF Sinclair successful the 4th quarter. The estimated transaction worth was $6.45 cardinal based connected the mean closing terms during the 4th quarter. Meanwhile, the firm’s quarter-end presumption successful HF Sinclair declined by $8.37 million, a fig that includes some the effects of stock income and changes successful the stock’s price.

DDD Partners’ HF Sinclair presumption present accounts for 0.85% of its 13F reportable assets.

Top holdings aft the filing:

NASDAQ: MSFT: $555.66 cardinal (35.4% of AUM)
NYSE: BRK-B: $57.31 cardinal (3.6% of AUM)
NASDAQ: AAPL: $44.69 cardinal (2.8% of AUM)
NASDAQ: AMZN: $41.45 cardinal (2.6% of AUM)
NASDAQ: AVGO: $30.14 cardinal (1.9% of AUM)

As of January 21, HF Sinclair shares were priced astatine $50.03, up 44.8% implicit the past twelvemonth and vastly outperforming the S&P 500’s astir 14% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$26.90 billion
Net Income (TTM)	$393.49 million
Dividend Yield	4%
Price (as of 1/21/26)	$50.03

HF Sinclair Corporation produces and markets gasoline, diesel, pitchy fuel, renewable diesel, lubricants, specialty chemicals, and asphalt, with refining operations crossed the cardinal and occidental United States.
The institution generates gross done the merchantability of refined petroleum products, renewable fuels, and specialty chemicals, arsenic good arsenic done transportation, storage, and licensing of the Sinclair brand.
It serves wholesale substance distributors, autarkic Sinclair-branded stations, and concern customers chiefly successful the Southwest, Rocky Mountains, Pacific Northwest, and Plains regions.

HF Sinclair Corporation is simply a starring autarkic vigor institution focused connected the accumulation and selling of refined petroleum products and renewables. The institution leverages a diversified portfolio of refineries and established organisation channels to support a beardown marketplace beingness successful cardinal U.S. regions. Strategic integration of renewables and specialty products supports its competitory positioning and semipermanent maturation objectives.