Position in DAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,920,054
+$17,931,146 QoQ
Shares Held
566,094
+56.9% QoQ
Ownership
0.359%
of shares outstanding
% of Portfolio
11.63%
of 13F equity value
Holder Rank
#59
of 610 holders
Holding Since
Sep 2022
10 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 Mar 31, 2025CallValue
$3,124,000
CallShares
100,000
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, 2026Thomist Capital Management, LP holds $30,920,054 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
|
566,094 | $30,920,054 |
All Filings in DAR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,920,054 | 566,094 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $12,988,908 | 360,803 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,601,001 | 667,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,720,358 | 98,059 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,124,000 | 100,000 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $9,078,344 | 290,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,530,726 | 520,354 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,088,788 | 29,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,071,500 | 138,000 | Shares | Sole | 2024-08-12 | |
| 2022-12-31 | $2,503,600 | 40,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,422,677 | 36,624 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||