Position in DAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,940,978
+$40,930,530 QoQ
Shares Held
1,114,648
+43.3% QoQ
Ownership
0.701%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026Balyasny Asset Management L.P. holds $473,765,008 across 24 Packaged Foods names. DAR ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,166,288 | $112,476,814 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,400,609 | $82,579,906 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,575,982 | $79,492,532 | |
| 4 | DAR |
Darling Ingredients Inc.
This page
|
1,114,648 | $68,940,978 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
1,536,160 | $24,716,814 | |
| 6 | UTZ |
Utz Brands, Inc.
|
2,623,324 | $20,776,725 | |
| 7 | KHC |
Kraft Heinz Co
|
829,235 | $18,649,495 | |
| 8 | SFD |
Smithfield Foods Inc
|
564,891 | $15,800,000 |
All Filings in DAR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||