DAR — DARLING INGREDIENTS INC

Ownership history in THOMIST CAPITAL MANAGEMENT, LP  ·  10 quarters on record

AI Ownership Summary

THOMIST CAPITAL MANAGEMENT, LP reported DARLING INGREDIENTS INC (DAR) in 10 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.47% in 2024 Q4. The latest visible filing shows DAR at 2.80% 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 THOMIST CAPITAL MANAGEMENT, LP'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 2.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 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 THOMIST CAPITAL MANAGEMENT, LP fund profile THOMIST CAPITAL MANAGEMENT, LP full holdings
How THOMIST CAPITAL MANAGEMENT, LP 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 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 360,803 -306,544 -45.9% 2.80% $13.2M 2026-02-14 (Est.) $50.96
2025 Q3 ADDED 667,347 +569,288 +580.6% 4.04% $20.5M 2025-11-14 $34.75
2025 Q2 REDUCED 98,059 -1,941 -1.9% 1.39% $3.7M 2025-08-13 $32.05
2025 Q1 REDUCED 100,000 -190,600 -65.6% 1.29% $3.3M 2025-05-14 $36.88
2025 Q1 REDUCED 290,600 -229,754 -44.2% 3.61% $9.2M 2025-05-14 $36.88
2024 Q4 ADDED 520,354 +491,054 +1676.0% 4.47% $17.2M 2025-02-14 $40.92
2024 Q3 REDUCED 29,300 -108,700 -78.8% 0.22% $1.1M 2024-11-14 $41.08
2024 Q2 ADDED 138,000 +98,000 +245.0% 1.83% $5.1M 2024-08-12 $35.31
2 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% Leeward Investments, LLC - MA 3Y 0.62% Harrington Investments, INC 3Y 7Y 0.48% FWG Holdings, LLC 3Y 0.23% Vanguard Capital Wealth Advisors 3Y 7Y 0.22% Assenagon Asset Management S.A. 3Y 7Y 0.2% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.19%

FAQ About THOMIST CAPITAL MANAGEMENT, LP and DAR

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

How long has THOMIST CAPITAL MANAGEMENT, LP reported owning DAR?

THOMIST CAPITAL MANAGEMENT, LP reported DAR across 8 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported DAR position in THOMIST CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for DAR was 4.47% in 2024 Q4.

What is the latest reported DAR position on this page?

The most recent filing on this page is 2025 Q4, when THOMIST CAPITAL MANAGEMENT, LP reported 360,803 shares, equal to 2.80% of portfolio, with an estimated market value of $13.2M.

What does the chart on this DAR ownership page compare?

The chart compares THOMIST CAPITAL MANAGEMENT, LP'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.

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