Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Darling Ingredients Inc (DAR)

600 + Investors. Track Smart Money conviction in DAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — DAR

Based on 610 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DAR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
610 hedge funds hold DAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+117 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

332 buying303 selling
Last quarter: 332 funds bought or added vs 303 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-97 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 58 → 86 → 184 → 87. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 16% medium ■ 24% new
366 out of 610 hedge funds have held DAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

88 → 58 → 86 → 184 → 87 new funds/Q
New funds entering each quarter: 58 → 86 → 184 → 87. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 25% newcomers

■ 67% veterans ■ 8% 1-2yr ■ 25% new
Entry-cohort mix of 637 holders: 425 (67%) are 2+ year veterans, 50 entered 1–2 years ago, and 162 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
63 of 606 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in DAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DAR

In 2026 Q2, 332 hedge funds were net buyers of DAR (87 opened a new position, 245 added to an existing one), while 303 reduced or exited (215 trimmed, 88 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 51% of total institutional value in DAR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 610.

Hedge Fund Ownership: DAR

How many hedge funds hold DAR — quarterly history vs. share price
Quarterly hedge fund ownership of DAR vs. share price

Market Analysis: DAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DAR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Darling Ingredients Inc (DAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DAR has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 79d ago
DAR
+21.8%
XLP
+0.3%

DAR outperformed XLP by +21.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
DAR
-0.7%
XLP
-3.2%

Since the filing became public, DAR outperformed XLP by +2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 9 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: DAR
600 + Investors

Track Smart Money conviction in DAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 600 611 -1.8%
13F Shares 168M 171M -1.83%
Total Value $8.99B $10.21B -11.97%
New Positions 86 184 -98
Increased Positions 235 198 +37
Closed Positions 93 55 +38
Reduced Positions 206 160 +46
Total Calls 18 20 -10.0%
Total Puts 13 19 -31.58%
PUT/CALL Ratio 0.72 0.95 Neutral

Statistics: DAR

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

600 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DAR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harspring Capital Management, LLC 16.63% 163,500 $8.9M
2 Palo Duro Investment Partners, LP 10.42% 988,289 $54.0M
3 Thomist Capital Management, LP 9.83% 566,094 $30.9M
4 NFC Investments, LLC 6.17% 444,295 $24.3M
5 Southernsun Asset Management, LLC 5.61% 763,305 $41.7M
6 Mudita Advisors LLP 4.82% 424,841 $23.2M
7 No Street GP LP 4.68% 1,425,000 $77.8M
8 Brooklands Fund Management Ltd 4.39% 96,510 $5.6M
9 Gates Capital Management, Inc. 3.81% 2,902,582 $158.5M
10 Goodlander Investment Management, LLC 3.71% 225,000 $12.3M
11 Hartree Partners, LP 3.67% 315,000 $17.2M
12 Triodos Investment Management BV 3.45% 1,035,914 $56.6M
13 Merewether Investment Management, LP 3.09% 3,002,575 $164.0M
14 Firetrail Investments Pty Ltd 2.52% 164,493 $8.9M
15 Resolute Capital Asset Partners LLC 2.22% 95,000 $5.2M
16 Steadtrust LLC 1.63% 59,000 $3.2M
17 Bruce & Co., Inc. 1.55% 105,000 $5.7M
18 CFO4Life Group, LLC 1.46% 198,358 $10.8M
19 Global Endowment Management, LP 1.45% 261,500 $14.3M
20 Arnhold LLC 1.36% 356,636 $19.5M
21 Aristotle Atlantic Partners, LLC 1.32% 583,580 $31.9M
22 Sagefield Capital LP 1.19% 293,880 $16.1M
23 Lightrock Netherlands B.V. 1.17% 148,954 $5.9M
24 Trium Capital LLP 1.08% 32,136 $1.8M
25 KR Capital LP 1.03% 189,358 $10.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Darling Ingredients Inc (DAR)

What does the Smart Money Trend signal show for DAR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DAR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DAR?

Slight buying edge — 52% buying: Last quarter: 332 funds bought or added vs 303 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DAR holders?

Elite ownership — 51% AUM from top-100 funds: 63 of 606 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in DAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DAR?

60% of holders stayed for 2+ years: 366 out of 610 hedge funds have held DAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Darling Ingredients Inc (DAR) following the 2026 Q2 hedge fund 13F filings?

As of today, DAR has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.2% for the XLP sector ETF — an outperformance of +2.5%. Since the quarter end (June 30, 2026), DAR has gained +21.8% vs +0.3% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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