Yaupon Capital Management’s Darling Ingredients DAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.92M	Buy	+95,728	New	+$4.71M	0.29%	83
2025 Q3	–	Sell	-365,841	Closed	-$13.9M	–	133
2025 Q2	$13.9M	Buy	+365,841	New	+$12M	0.92%	62
2025 Q1	–	Hold	0	–	–	–	108
2024 Q4	–	Hold	0	–	–	–	124
2024 Q3	–	Sell	-204,838	Closed	-$7.53M	–	106
2024 Q2	$7.53M	Buy	204,838 +23,043	+13%	+$956K	0.67%	68
2024 Q1	$8.46M	Sell	181,795 -56,565	-24%	-$2.49M	0.73%	74
2023 Q4	$11.9M	Sell	238,360 -26,333	-10%	-$1.2M	1.29%	39
2023 Q3	$13.8M	Buy	264,693 +41,845	+19%	+$2.61M	1.56%	32
2023 Q2	$14.2M	Sell	222,848 -45,043	-17%	-$2.74M	1.92%	20
2023 Q1	$15.6M	Sell	267,891 -7,153	-3%	-$450K	2.45%	18
2022 Q4	$17.2M	Buy	275,044 +196,344	+249%	+$13.8M	3.1%	5
2022 Q3	$5.21M	Buy	+78,700	New	+$5.49M	1.75%	25
2021 Q3	–	Sell	-38,500	Closed	-$2.6M	–	65
2021 Q2	$2.6M	Buy	38,500 +26,400	+218%	+$1.86M	1.5%	23
2021 Q1	$890K	Sell	12,100 -27,900	-70%	-$1.92M	0.76%	33
2020 Q4	$2.31M	Buy	+40,000	New	+$1.91M	1.75%	24