Bornite Capital Management’s Darling Ingredients DAR Stock Holding History

Bornite Capital Management’s Portfolio DAR Stock Details DAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100,000	Closed	-$3.09M	–	33
2025 Q3	$3.09M	Buy	+100,000	New	+$3.34M	0.29%	33
2023 Q4	–	Sell	-6,500	Closed	-$339K	–	29
2023 Q3	$339K	Hold	6,500	–	–	0.1%	37
2023 Q2	$415K	Hold	6,500	–	–	0.08%	38
2023 Q1	$380K	Sell	6,500 -93,500	-94%	-$5.88M	0.13%	42
2022 Q4	$6.26M	Buy	+100,000	New	+$7.05M	1.63%	29

Other funds holding DAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bornite Capital Management's DAR Position: Q4 2025 in Review

Bornite Capital Management sold out of Darling Ingredients (DAR) in Q4 2025, closing a stake of 100,000 shares — an estimated $3.09M sold.

Bornite Capital Management first reported a position in DAR in Q4 2022 and held it in 5 quarters. The position peaked at $6.26M in Q4 2022. 479 funds tracked by Wall St. Rank hold DAR as of Q4 2025.

Bornite Capital Management reported no remaining Darling Ingredients position as of Q4 2025 after selling out during the quarter.
Bornite Capital Management sold 100,000 Darling Ingredients shares in Q4 2025, an estimated $3.09M.
Bornite Capital Management first reported a position in Darling Ingredients in Q4 2022 and held it in 5 quarters.
Bornite Capital Management's Darling Ingredients position peaked at $6.26M in Q4 2022.
479 funds tracked by Wall St. Rank held Darling Ingredients as of Q4 2025.

Based on Bornite Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.