Position in DAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,202,065
-$2,556,840 QoQ
Shares Held
443,099
+2.4% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 610 holders
Holding Since
Mar 2020
26 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, 2026CallValue
$12,085,490
CallShares
195,400
PutValue
$12,994,685
PutShares
210,100
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, 2026WELLS FARGO & COMPANY/MN holds $464,812,674 across 46 Packaged Foods names. DAR ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
2,981,013 | $103,739,250 | |
| 2 | KHC |
Kraft Heinz Co
|
2,740,573 | $64,732,332 | |
| 3 | SJM |
J M SMUCKER Co
|
561,515 | $63,170,436 | |
| 4 | MKC |
Mccormick & Co Inc
|
819,559 | $41,322,352 | |
| 5 | CPB |
CAMPBELL'S Co
|
1,464,735 | $32,619,647 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
728,031 | $31,436,377 | |
| 7 | DAR |
Darling Ingredients Inc.
This page
|
443,099 | $24,202,065 | |
| 8 | CAG |
Conagra Brands Inc.
|
1,628,005 | $21,912,945 |
All Filings in DAR
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,202,065 | 443,099 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $26,758,905 | 432,642 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $12,994,685 | 210,100 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $12,085,490 | 195,400 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $15,408,792 | 428,022 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,766,598 | 445,954 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,338,957 | 457,010 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,648,067 | 436,878 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $218,680 | 7,000 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $14,178,670 | 420,857 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $235,830 | 7,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $17,386,308 | 467,877 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,846,557 | 403,988 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,860,186 | 427,009 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,076,946 | 402,828 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $21,686,749 | 415,455 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $26,812,849 | 420,330 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $25,376,609 | 434,531 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $27,522,573 | 439,728 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $31,411,060 | 474,846 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,072,400 | 586,495 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $52,688,044 | 655,487 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $34,210,827 | 493,734 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $47,024,898 | 654,032 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $41,353,333 | 612,642 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $56,937,380 | 773,816 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $48,399,633 | 839,106 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $28,679,518 | 795,990 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $24,134,541 | 980,282 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,376,875 | 906,462 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||