SEC 13F Intelligence

Thomist Capital Management, LP / DAR

Thomist Capital Management, LP’s Darling Ingredients Inc Position

Does Thomist Capital Management, LP own Darling Ingredients Inc (DAR)? Not currently — the last reported position was 360.8K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2025
Shares
360.8K
% of Portfolio
+2.80%
Quarters Held
9
position exited

Position History DAR

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $3MQ2 ’24: $5MQ2 ’24Q3 ’24: $1MQ4 ’24: $17MQ4 ’24Q1 ’25: $9MQ2 ’25: $4MQ2 ’25Q3 ’25: $20MQ4 ’25: $13MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025360.8K$13M+2.80%
Q3 2025667.3K$20M+4.04%
Q2 202598.1K$4M+1.39%
Q1 2025290.6K$9M+3.61%
Q4 2024520.4K$17M+4.47%
Q3 202429.3K$1M+0.22%
Q2 2024138.0K$5M+1.83%
Q4 202240.0K$3M+1.23%
Q3 202236.6K$2M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of DAR.