YACKTMAN ASSET MANAGEMENT LP DAR — Darling Ingredients Inc.

Ownership history in YACKTMAN ASSET MANAGEMENT LP  ·  9 quarters on record

AI Ownership Summary

YACKTMAN ASSET MANAGEMENT LP reported Darling Ingredients Inc. (DAR) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.16% in 2026 Q1. The latest visible filing shows DAR at 1.16% 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 YACKTMAN ASSET 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
2026 Q1

DAR was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% 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
2024 Q1 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 YACKTMAN ASSET MANAGEMENT LP fund profile YACKTMAN ASSET MANAGEMENT LP full holdings
How YACKTMAN ASSET 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,403,668 +14,451 +1.0% 1.16% $86.8M 2026-05-01 $63.77
2025 Q4 REDUCED 6.5% +71.8% ❌ 1,389,217 -97,098 -6.5% 0.70% $50.0M 2026-02-03 $47.86
2025 Q3 REDUCED 5.8% +15.7% ❌ 1,486,315 -92,189 -5.8% 0.63% $45.9M 2025-11-04 $32.56
2025 Q2 REDUCED — — — 1,578,504 -3,957 -0.3% 0.80% $59.9M 2025-08-06 $29.85
2025 Q1 ADDED — — — 1,582,461 +28,643 +1.8% 0.65% $49.4M 2025-04-30 $32.19
2024 Q4 REDUCED — — — 1,553,818 -52,051 -3.2% 0.61% $52.3M 2025-01-29 $34.73
2024 Q3 REDUCED 14.7% -11.2% ✅ 1,605,869 -276,965 -14.7% 0.61% $59.7M 2024-10-30 $39.86
2024 Q2 ADDED — — — 1,882,834 +651 +0.0% 0.65% $69.2M 2024-08-02 $37.52
2024 Q1 INITIATED — — — 1,882,183 — — 0.79% $87.5M 2024-05-02 $42.64

🏢 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 YACKTMAN ASSET 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 YACKTMAN ASSET MANAGEMENT LP reported owning DAR?

YACKTMAN ASSET MANAGEMENT LP reported DAR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DAR position in YACKTMAN ASSET MANAGEMENT LP's portfolio?

The largest reported portfolio weight for DAR was 1.16% in 2026 Q1.

What is the latest reported DAR position on this page?

The most recent filing on this page is 2026 Q1, when YACKTMAN ASSET MANAGEMENT LP reported 1,403,668 shares, equal to 1.16% of portfolio, with an estimated market value of $86.8M.

What does the chart on this DAR ownership page compare?

The chart compares YACKTMAN ASSET 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.

How well did YACKTMAN ASSET MANAGEMENT LP time their DAR position?

Based on 13F filing dates vs. subsequent DAR price moves, YACKTMAN ASSET MANAGEMENT LP correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on DAR relative to SPY over the holding period was +1.2%.

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