FIRETRAIL INVESTMENTS PTY LTD DAR — Darling Ingredients Inc

Ownership history in FIRETRAIL INVESTMENTS PTY LTD  ·  10 quarters on record

AI Ownership Summary

FIRETRAIL INVESTMENTS PTY LTD reported Darling Ingredients Inc (DAR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.56% in 2026 Q1. The latest visible filing shows DAR at 3.56% 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.

What this DAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRETRAIL INVESTMENTS PTY LTD's position in Darling Ingredients 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

DAR was reported at 3.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.56% 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
2023 Q4 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.

DAR stock page FIRETRAIL INVESTMENTS PTY LTD fund profile FIRETRAIL INVESTMENTS PTY LTD full holdings
How FIRETRAIL INVESTMENTS PTY LTD held DAR — position size vs. price
% of Fund (quarterly)    DAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 168,593 -61,140 -26.6% 3.56% $10.4M 2026-05-05 $64.84
2025 Q4 REDUCED 27.1% +71.8% ❌ 229,733 -85,592 -27.1% 2.72% $8.3M 2026-02-04 $47.96
2025 Q3 REDUCED — — — 315,325 -1,137 -0.4% 2.42% $9.7M 2025-11-05 $32.22
2025 Q2 REDUCED 8.3% -19.2% ✅ 316,462 -28,682 -8.3% 3.12% $12.0M 2025-08-05 $31.71
2025 Q1 ADDED — — — 345,144 +11,821 +3.5% 3.17% $10.9M 2025-05-07 $32.97
2024 Q4 ADDED — — — 333,323 +40,096 +13.7% 3.38% $11.3M 2025-02-05 $36.05
2024 Q3 ADDED — — — 293,227 +116,329 +65.8% 3.14% $10.9M 2024-11-06 $39.38
2024 Q2 ADDED — — — 176,898 +99,072 +127.3% 1.97% $6.5M 2024-08-08 $36.48
2024 Q1 ADDED — — — 77,826 +239 +0.3% 2.98% $3.6M 2024-05-15 $43.55
2023 Q4 INITIATED — — — 77,587 — — 2.56% $3.5M 2024-02-09 $41.58

🏢 Other funds also holding DAR

As of 2026 Q1 — sorted by position size

Walnut Level Capital LLC 19.69% Harspring Capital Management, LLC 3Y 13.83% Walnut Level Capital LLC 12.32% Palo Duro Investment Partners, LP 3Y 10.56% Appian Way Asset Management LP 3Y 9.65% Goodlander Investment Management, LLC 8.56% NFC Investments, LLC 3Y 7Y 7.74% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 6.99% No Street GP LP 3Y 5.78% Brooklands Fund Management Ltd 5.6%

FAQ About FIRETRAIL INVESTMENTS PTY LTD and DAR

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

How long has FIRETRAIL INVESTMENTS PTY LTD reported owning DAR?

FIRETRAIL INVESTMENTS PTY LTD reported DAR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DAR position in FIRETRAIL INVESTMENTS PTY LTD's portfolio?

The largest reported portfolio weight for DAR was 3.56% in 2026 Q1.

What is the latest reported DAR position on this page?

The most recent filing on this page is 2026 Q1, when FIRETRAIL INVESTMENTS PTY LTD reported 168,593 shares, equal to 3.56% of portfolio, with an estimated market value of $10.4M.

What does the chart on this DAR ownership page compare?

The chart compares FIRETRAIL INVESTMENTS PTY LTD's quarterly DAR 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 FIRETRAIL INVESTMENTS PTY LTD time their DAR position?

Based on 13F filing dates vs. subsequent DAR price moves, FIRETRAIL INVESTMENTS PTY LTD correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on DAR relative to SPY over the holding period was +2.2%.

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