Position in DAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,505,866
-$724,150 QoQ
Shares Held
234,533
-44.6% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
16.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$23,193,750
PutShares
375,000
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 Mar 31, 2026Walnut Level Capital LLC holds $18,947,658 across 4 Packaged Foods names. DAR ranks #1 (76.6% of the industry book) .
All Filings in DAR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,193,750 | 375,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $14,505,866 | 234,533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,230,016 | 423,056 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $4,726,800 | 131,300 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $3,087,000 | 100,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $6,174,000 | 200,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $11,772,953 | 381,372 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,332,094 | 193,255 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $11,382,000 | 300,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $4,078,538 | 130,555 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $6,248,000 | 200,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $3,369,000 | 100,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,432,000 | 200,000 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $7,350,000 | 200,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $5,462,262 | 148,633 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $2,492,000 | 50,000 | Call | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||