Palo Duro Investment Partners, LP: DARLING INGREDIENTS INC (DAR): Quarterly 13F Position History
As of Q1 2026, Palo Duro Investment Partners, LP reported 878,333 shares of DARLING INGREDIENTS INC (DAR), worth $54.3M and representing 10.6% of its 13F equity book. Quarter-over-quarter share count change: + 246,283 (+39.0%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 878,333Shares Held (Latest Filing)
- $54.3MReported Market Value (Latest Filing)
- 10.6%Portfolio Weight (% of 13F Equity Book)
- +246,283Quarter-over-Quarter Share Change
- +$31.6MQuarter-over-Quarter Value Change
- 878,333Peak Reported Shares (Historical)
Recent initiation: Palo Duro Investment Partners, LP first reported DAR on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 878,333 | +246,283 | +39.0% | $54.3M | 10.6% | $61.9 |
| Q4 2025 | 632,050 | — | — | $22.8M | 6.8% | $36.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Palo Duro Investment Partners, LP first disclose a DAR position in 13F-HR filings?
Palo Duro Investment Partners, LP first reported DARLING INGREDIENTS INC (DAR) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Palo Duro Investment Partners, LP's most recent quarter-over-quarter share-count change in DAR?
Between Q4 2025 and Q1 2026, Palo Duro Investment Partners, LP added 246,283 shares of DAR (+39.0%), bringing the total reported position to 878,333 shares at a market value of $54.3M.
Does the implied price-per-share represent Palo Duro Investment Partners, LP's cost basis in DAR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.