Position in DAR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$123,955,228
+$47,560,768 QoQ
Shares Held
2,269,411
+83.7% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#18
of 610 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DAR Over Time
Shares Held
Position Value (USD)
Derivatives in DAR
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$404,280
PutShares
12,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026BNP PARIBAS ARBITRAGE, SA holds $445,847,825 across 43 Packaged Foods names. DAR ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
This page
|
2,269,411 | $123,955,228 | |
| 2 | KHC |
Kraft Heinz Co
|
3,867,169 | $91,342,531 | |
| 3 | GIS |
General Mills Inc
|
1,456,578 | $50,688,914 | |
| 4 | MKC |
Mccormick & Co Inc
|
589,223 | $29,708,623 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,132,277 | $27,591,664 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
579,579 | $25,026,221 | |
| 7 | SJM |
J M SMUCKER Co
|
179,276 | $20,168,550 | |
| 8 | POST |
Post Holdings, Inc.
|
195,049 | $17,215,024 |
All Filings in DAR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,955,228 | 2,269,411 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $76,394,460 | 1,235,157 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $47,178,576 | 1,310,516 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $31,897,446 | 1,033,283 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,111,315 | 846,371 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,294,743 | 297,527 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $404,280 | 12,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $63,799,999 | 1,893,737 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $445,920 | 12,000 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $67,750,929 | 1,823,222 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,245,948 | 115,536 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,340,417 | 114,823 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $4,244,523 | 85,163 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,122,290 | 59,814 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,999,405 | 47,020 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,687,217 | 46,014 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,706,517 | 75,196 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,253,312 | 64,298 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $6,747,114 | 112,828 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,265,605 | 53,068 | Shares | Defined | 2022-05-18 | |
| 2021-12-31 | $3,221,222 | 46,489 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,661,706 | 134,377 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $3,823,132 | 56,639 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $8,456,549 | 114,930 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $4,246,401 | 73,620 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,144,925 | 31,777 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $604,273 | 24,544 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $1,678,870 | 87,578 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||