No Street GP LP’s Darling Ingredients DAR Stock Holding History

No Street GP LP’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
2026 Q1	$86.6M	Sell	1,400,000 -500,000	-26%	-$24.6M	5.78%	6
2025 Q4	$68.4M	Sell	1,900,000 -350,000	-16%	-$11.8M	4.61%	7
2025 Q3	$69.5M	Buy	+2,250,000	New	+$75.2M	4.57%	11

Other funds holding DAR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

No Street GP LP's DAR Position: Q1 2026 in Review

No Street GP LP reduced its Darling Ingredients (DAR) stake by 26% in Q1 2026, selling an estimated $24.6M and leaving 1,400,000 shares worth $86.6M. The position accounts for 5.78% of the portfolio, ranked #6.

No Street GP LP first reported a position in DAR in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold DAR as of Q1 2026.

No Street GP LP held 1,400,000 shares of Darling Ingredients worth $86.6M as of Q1 2026.
No Street GP LP sold 500,000 Darling Ingredients shares in Q1 2026, an estimated $24.6M.
Darling Ingredients made up 5.78% of No Street GP LP's portfolio in Q1 2026, its #6 holding.
No Street GP LP first reported a position in Darling Ingredients in Q3 2025 and has held it in 3 quarters since.
608 funds tracked by Wall St. Rank held Darling Ingredients as of Q1 2026.

Based on No Street GP LP's 13F filing for Q1 2026, filed 15 May 2026.