Rheos Capital Works’s Darling Ingredients DAR Stock Holding History

Rheos Capital Works’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 Q3	–	Sell	-425,000	Closed	-$16.1M	–	68
2025 Q2	$16.1M	Sell	425,000 -75,000	-15%	-$2.47M	0.93%	35
2025 Q1	$15.6M	Hold	500,000	–	–	1.27%	28
2024 Q4	$16.8M	Hold	500,000	–	–	0.93%	40
2024 Q3	$18.6M	Hold	500,000	–	–	0.97%	35
2024 Q2	$18.4M	Buy	500,000 +250,000	+100%	+$10.4M	0.96%	38
2024 Q1	$11.6M	Hold	250,000	–	–	0.56%	51
2023 Q4	$12.5M	Hold	250,000	–	–	0.69%	48
2023 Q3	$13.1M	Hold	250,000	–	–	0.79%	41
2023 Q2	$15.9M	Hold	250,000	–	–	0.86%	39
2023 Q1	$14.6M	Buy	250,000 +27,000	+12%	+$1.7M	0.81%	48
2022 Q4	$14M	Hold	223,000	–	–	0.84%	39
2022 Q3	$14.8M	Buy	223,000 +154,000	+223%	+$10.7M	0.99%	35
2022 Q2	$4.13M	Hold	69,000	–	–	0.31%	105
2022 Q1	$5.55M	Hold	69,000	–	–	0.27%	108
2021 Q4	$4.78M	Hold	69,000	–	–	0.21%	122
2021 Q3	$4.96M	Buy	+69,000	New	+$4.94M	0.26%	101

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

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

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

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

GCM

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Rheos Capital Works's DAR Position: Q3 2025 in Review

Rheos Capital Works sold out of Darling Ingredients (DAR) in Q3 2025, closing a stake of 425,000 shares — an estimated $16.1M sold.

Rheos Capital Works first reported a position in DAR in Q3 2021 and held it in 16 quarters. The position peaked at $18.6M in Q3 2024. 468 funds tracked by Wall St. Rank hold DAR as of Q3 2025.

Rheos Capital Works reported no remaining Darling Ingredients position as of Q3 2025 after selling out during the quarter.
Rheos Capital Works sold 425,000 Darling Ingredients shares in Q3 2025, an estimated $16.1M.
Rheos Capital Works first reported a position in Darling Ingredients in Q3 2021 and held it in 16 quarters.
Rheos Capital Works's Darling Ingredients position peaked at $18.6M in Q3 2024.
468 funds tracked by Wall St. Rank held Darling Ingredients as of Q3 2025.

Based on Rheos Capital Works's 13F filing for Q3 2025, filed 22 Oct 2025.