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Thomist Capital Management’s Darling Ingredients DAR Stock Holding History

Thomist 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
2026
Q2 		$30.9M Buy
+566,094
New +$33.8M 9.83% 1
2026
Q1 		– Sell
-360,803
Closed -$17.8M – 68
2025
Q4 		$13.2M Sell
360,803
-306,544
-46% -$10.4M 2.8% 12
2025
Q3 		$20.5M Buy
667,347
+569,288
+581% +$19M 4.04% 6
2025
Q2 		$3.74M Sell
98,059
-192,541
-66% -$6.34M 1.39% 20
2025
Q1 		$9.17M Sell
290,600
-229,754
-44% -$8.04M 3.61% 8
2024
Q4 		$17.2M Buy
520,354
+491,054
+1,676% +$18.6M 4.47% 6
2024
Q3 		$1.11M Sell
29,300
-108,700
-79% -$4.1M 0.22% 27
2024
Q2 		$5.13M Buy
+138,000
New +$5.72M 1.83% 13
2023
Q1 		– Sell
-40,000
Closed -$2.5M – 25
2022
Q4 		$2.5M Buy
40,000
+3,376
+9% +$238K 1.23% 24
2022
Q3 		$2.42M Buy
+36,624
New +$2.55M 1.81% 14

Other funds holding DAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thomist Capital Management's DAR Position: Q2 2026 in Review

Thomist Capital Management opened a new position in Darling Ingredients (DAR) in Q2 2026: 566,094 shares worth $30.9M. The stake represents 9.83% of the portfolio and ranks #1 among its holdings. This is a return to the name: Thomist Capital Management previously reported a position in DAR as recently as Q4 2025.

Thomist Capital Management first reported a position in DAR in Q3 2022 and has held it in 10 quarters since. 615 funds tracked by Wall St. Rank hold DAR as of Q2 2026.

  • Thomist Capital Management held 566,094 shares of Darling Ingredients worth $30.9M as of Q2 2026.
  • Darling Ingredients was a new Thomist Capital Management position in Q2 2026.
  • Darling Ingredients made up 9.83% of Thomist Capital Management's portfolio in Q2 2026, its #1 holding.
  • Thomist Capital Management first reported a position in Darling Ingredients in Q3 2022 and has held it in 10 quarters since.
  • 615 funds tracked by Wall St. Rank held Darling Ingredients as of Q2 2026.

Based on Thomist Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.