NFC Investments, LLC DAR — DARLING INGREDIENTS INC

Ownership history in NFC Investments, LLC  ·  39 quarters on record

AI Ownership Summary

NFC Investments, LLC reported DARLING INGREDIENTS INC (DAR) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.95% in 2023 Q4. The latest visible filing shows DAR at 4.70% 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 DAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NFC Investments, LLC'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
2025 Q4

DAR was reported at 4.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.95% in 2023 Q4

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 2025 Q4

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 NFC Investments, LLC fund profile NFC Investments, LLC full holdings
How NFC Investments, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 462,356 -3,482 -0.7% 4.70% $16.6M 2026-02-14 (Est.) $50.96
2025 Q3 REDUCED — — — 465,838 -12,125 -2.5% 4.16% $14.4M 2025-11-12 $34.54
2025 Q2 ADDED — — — 477,963 +34,388 +7.8% 5.19% $18.1M 2025-08-12 $31.09
2025 Q1 REDUCED 6.8% +21.4% ❌ 443,575 -32,451 -6.8% 4.12% $13.9M 2025-05-14 $36.88
2024 Q4 REDUCED — — — 476,026 -2,978 -0.6% 4.43% $16.0M 2025-02-10 $39.60
2024 Q3 ADDED — — — 479,004 +3,983 +0.8% 5.11% $17.8M 2024-11-14 $41.08
2024 Q2 ADDED — — — 475,021 +9,153 +2.0% 5.01% $17.5M 2024-08-12 $35.31
2024 Q1 ADDED — — — 465,868 +14,975 +3.3% 6.23% $21.7M 2024-05-10 $46.35
2023 Q4 ADDED — — — 450,893 +117,432 +35.2% 6.95% $22.5M 2024-02-09 $41.58
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DAR

As of 2026 Q1 — sorted by position size

Appian Way Asset Management LP 3Y 9.65% Appian Way Asset Management LP 3Y 3.26% Steadtrust LLC 2.33% Trium Capital LLP 3Y 0.86% Red Door Wealth Management, LLC 3Y 0.77% Leeward Investments, LLC - MA 3Y 0.62% Harrington Investments, INC 3Y 7Y 0.48% Raiffeisen Bank International AG 0.33% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.29% FWG Holdings, LLC 3Y 0.23%

FAQ About NFC Investments, LLC and DAR

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

How long has NFC Investments, LLC reported owning DAR?

NFC Investments, LLC reported DAR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DAR position in NFC Investments, LLC's portfolio?

The largest reported portfolio weight for DAR was 6.95% in 2023 Q4.

What is the latest reported DAR position on this page?

The most recent filing on this page is 2025 Q4, when NFC Investments, LLC reported 462,356 shares, equal to 4.70% of portfolio, with an estimated market value of $16.6M.

What does the chart on this DAR ownership page compare?

The chart compares NFC Investments, LLC'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 NFC Investments, LLC time their DAR position?

Based on 13F filing dates vs. subsequent DAR price moves, NFC Investments, LLC correctly timed 19 out of 37 reported position changes (51%). The annualised alpha on DAR relative to SPY over the holding period was +5.2%.

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