Merewether Investment Management, LP

Position in DAR — Darling Ingredients Inc.

CIK 1736852 DALLAS, TX

Position in DAR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$205,621,747

+$174,009,643 QoQ

Shares Held

3,324,523

+278.6% QoQ

Ownership

2.09%

of shares outstanding

% of Portfolio

3.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Merewether Investment Management, LP holds $205,621,747 across 1 Packaged Foods name. DAR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DAR	Darling Ingredients Inc. This page	3,324,523	$205,621,747

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$205,621,747	3,324,523	+278.6%	Shares	Sole	2026-05-15
2025-12-31	$31,612,104	878,114	+4159.8%	Shares	Sole	2026-02-17
2025-09-30	$636,354	20,614	0.0%	Shares	Sole	2025-11-14
2025-06-30	$782,095	20,614	-6.3%	Shares	Sole	2025-08-14
2025-03-31	$687,280	22,000	-94.9%	Shares	Sole	2025-05-15
2023-12-31	$21,684,935	435,091	+105.9%	Shares	Sole	2024-02-14
2022-12-31	$13,225,267	211,300	+30.2%	Shares	Sole	2023-02-14
2022-09-30	$10,739,320	162,348	+120.3%	Shares	Sole	2022-11-14
2022-03-31	$5,922,559	73,682	-79.5%	Shares	Sole	2022-05-16
2021-12-31	$24,853,075	358,682	-21.5%	Shares	Sole	2022-02-14
2021-09-30	$32,861,679	457,047	-10.3%	Shares	Sole	2021-11-15
2021-06-30	$34,379,370	509,324	+1.4%	Shares	Sole	2021-08-16
2021-03-31	$36,966,739	502,402	-11.4%	Shares	Sole	2021-05-17
2020-12-31	$32,703,579	566,983	—	Shares	Sole	2021-05-19
No filing history on record for this holder in this stock.