Darling Ingredients Inc. (DAR): A Bull Case Theory
We came across a bullish thesis on Darling Ingredients Inc. on Valueinvestorsclub.com by TallGuy. In this article, we will summarize the bulls’ thesis on DAR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 1,147,396 | $41,306,256 | -4% | 0.26% |
| 2. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% | |
| 3. | Appian Way Asset Management Andrew Byington | 0 | $0 | 0% | |
| 4. | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.85 | 1,300 | $51,805.00 | 21,867 | 2024-08-16 | Filing | |
| $39.37 | 2,532 | $99,684.84 | 12,607 | 2024-07-31 | Filing | |
| $42.76 | 6,000 | $256,560.00 | 74,065 | 2024-03-04 | Filing | |
| $41.62 | 8,000 | $332,960.00 | 10,571 | 2024-02-29 | Filing | |
| $43.38 | 1,025 | $44,464.50 | 6,978 | 2023-11-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.92 | 35,000 | $1,082,200.00 | 781,437 | 2025-08-18 | Filing | |
| $31.17 | 27,500 | $857,175.00 | 816,437 | 2025-08-15 | Filing | |
| $31.13 | 35,000 | $1,089,550.00 | 276,473 | 2025-08-12 | Filing | |
| $31.62 | 7,500 | $237,150.00 | 843,937 | 2025-08-04 | Filing | |
| $34.05 | 40,000 | $1,362,000.00 | 851,437 | 2025-05-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,394,342 | $554,196,312 | 0.01% | |
| 2. | 5,090,623 | $183,262,428 | 0.03% | |
| 3. | 1,209,775 | $43,551,900 | 0.06% | |
| 4. | 675,818 | $24,329,448 | 0.02% | |
| 5. | 518,796 | $18,676,658 | 0.04% |