DAR — DARLING INGREDIENTS INC

Ownership history in Walnut Level Capital LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Walnut Level Capital LLC reported a position in DARLING INGREDIENTS INC (DAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.38% (2025 Q4)
Avg. % of fund
3.81%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 131,300 -291,756 -69.0% 3.22% $4.7M $36.00
2025 Q4 ADDED 423,056 +323,056 +323.1% 10.38% $15.2M $36.00
2025 Q3 REDUCED 100,000 -100,000 -50.0% 1.85% $3.1M $30.87
2025 Q3 REDUCED 200,000 -181,372 -47.6% 3.69% $6.2M $30.87
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% of Fund (quarterly)    DAR price (monthly, adj. close)

Other funds also holding DAR

As of 2025 Q4 — sorted by position size

Harspring Capital Management, LLC 3Y 12.22% Appian Way Asset Management LP 3Y 9.65% Palo Duro Investment Partners, LP 6.82% GRIZZLYROCK CAPITAL, LLC 6.01% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 5.7% NFC Investments, LLC 3Y 7Y 4.7% No Street GP LP 3Y 4.61% Gates Capital Management, Inc. 3Y 7Y 4.5% Appian Way Asset Management LP 3Y 3.26% THOMIST CAPITAL MANAGEMENT, LP 3Y 2.8%
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