Leeward Investments, LLC - MA

Position in DAR — Darling Ingredients Inc.

CIK 1923173 BOSTON, MA

Position in DAR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$10,427,285

-$2,057,137 QoQ

Shares Held

190,906

-5.4% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#114

of 610 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $34,672,391 across 4 Packaged Foods names. DAR ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INGR	Ingredion Inc	134,268	$12,716,522
2	DAR	Darling Ingredients Inc. This page	190,906	$10,427,285
3	MZTI	Marzetti Co	54,267	$6,195,120
4	LW	Lamb Weston Holdings, Inc.	123,517	$5,333,464

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,427,285	190,906	-5.4%	Shares	Sole	2026-07-30
2026-03-31	$12,484,422	201,850	-3.4%	Shares	Sole	2026-04-17
2025-12-31	$7,519,176	208,866	-4.8%	Shares	Sole	2026-02-05
2025-09-30	$6,769,976	219,306	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$8,620,575	227,216	+2.0%	Shares	Sole	2025-07-31
2025-03-31	$6,960,959	222,822	-3.4%	Shares	Sole	2025-04-29
2024-12-31	$7,769,958	230,631	-3.3%	Shares	Sole	2025-02-04
2024-09-30	$8,863,551	238,524	-20.6%	Shares	Sole	2024-10-31
2024-06-30	$11,034,334	300,254	-4.4%	Shares	Sole	2024-07-19
2024-03-31	$14,600,279	313,917	+4.0%	Shares	Sole	2024-04-19
2023-12-31	$15,044,004	301,846	-2.6%	Shares	Sole	2024-02-02
2023-09-30	$16,181,686	309,994	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$19,991,148	313,390	-6.6%	Shares	Sole	2023-07-27
2023-03-31	$19,590,046	335,446	-1.5%	Shares	Sole	2023-04-20
2022-12-31	$21,304,571	340,383	+7.1%	Shares	Sole	2023-02-02
2022-09-30	$21,031,598	317,938	+20.5%	Shares	Sole	2022-10-24
2022-06-30	$15,775,658	263,807	-17.9%	Shares	Sole	2022-07-19
2022-03-31	$25,839,999	321,473	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.