Position in DAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$76,888,355
+$7,947,377 QoQ
Shares Held
1,407,696
+26.3% QoQ
Ownership
0.892%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#32
of 610 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAR Over Time
Shares Held
Position Value (USD)
Derivatives in DAR
reported options exposure · as of Dec 31, 2025CallValue
$1,620,000
CallShares
45,000
PutValue
$0
PutShares
0
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, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. DAR ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
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|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in DAR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,888,355 | 1,407,696 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $68,940,978 | 1,114,648 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,010,448 | 778,068 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,620,000 | 45,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $2,608,515 | 84,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $3,794,046 | 122,904 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,367,056 | 615,895 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,065,594 | 962,407 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,602,675 | 997,408 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $48,184,740 | 1,296,683 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,562,351 | 505,098 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $92,660,783 | 1,859,165 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $47,366,626 | 742,540 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $7,022,599 | 120,250 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $478,125 | 7,639 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $4,602,783 | 69,581 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $683,573 | 11,431 | Shares | Other | 2022-08-15 | |
| 2021-06-30 | $20,750,512 | 307,415 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,152,859 | 369,025 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,452,010 | 267,892 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $24,505,083 | 680,130 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||