Palo Duro Investment Partners, LP: DARLING INGREDIENTS INC (DAR): Quarterly 13F Position History
As of Q2 2026, Palo Duro Investment Partners, LP reported 988,289 shares of DARLING INGREDIENTS INC (DAR), worth $54.0M and representing 10.4% of its 13F equity book. Quarter-over-quarter share count change: + 109,956 (+12.5%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 988,289Shares Held (Latest Filing)
- $54.0MReported Market Value (Latest Filing)
- 10.4%Portfolio Weight (% of 13F Equity Book)
- +109,956Quarter-over-Quarter Share Change
- -$344.6KQuarter-over-Quarter Value Change
- 988,289Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 988,289 | +109,956 | +12.5% | $54.0M | 10.4% | $54.6 |
| 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 rather than 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 3 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 Q1 2026 and Q2 2026, Palo Duro Investment Partners, LP added 109,956 shares of DAR (+12.5%), bringing the total reported position to 988,289 shares at a market value of $54.0M.
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.