GMO (Jeremy Grantham) — DAR Trade History
Quarter-by-quarter changes in the DARLING INGREDIENTS INC position · CUSIP 237266101
Currently held · 6 YearsFirst seen: 2017 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 2,300,482 | -406,676 | -15.0% | $125.7M | 0.28% |
| 2026 Q1 | 2026-05-14 | Reduce | 2,707,158 | -1,010,236 | -27.2% | $167.4M | 0.43% |
| 2025 Q4 | 2026-02-17 | Add | 3,717,394 | 84,275 | +2.3% | $133.8M | 0.34% |
| 2025 Q3 | 2025-11-13 | Reduce | 3,633,119 | -60,016 | -1.6% | $112.2M | 0.32% |
| 2025 Q2 | 2025-08-13 | Add | 3,693,135 | 35,309 | +1.0% | $140.1M | 0.42% |
| 2025 Q1 | 2025-05-14 | Reduce | 3,657,826 | -615,367 | -14.4% | $114.3M | 0.36% |
| 2024 Q4 | 2025-02-13 | Reduce | 4,273,193 | -900,776 | -17.4% | $144.0M | 0.47% |
| 2024 Q3 | 2024-11-13 | Reduce | 5,173,969 | -1,049,551 | -16.9% | $192.3M | 0.60% |
| 2024 Q2 | 2024-08-13 | Add | 6,223,520 | 575,677 | +10.2% | $228.7M | 0.77% |
| 2024 Q1 | 2024-05-14 | Add | 5,647,843 | 482,459 | +9.3% | $262.7M | 0.95% |
| 2023 Q4 | 2024-02-13 | Add | 5,165,384 | 409,523 | +8.6% | $257.4M | 1.14% |
| 2023 Q3 | 2023-11-13 | Add | 4,755,861 | 446,483 | +10.4% | $248.3M | 1.17% |
| 2023 Q2 | 2023-08-14 | Add | 4,309,378 | 745,529 | +20.9% | $274.9M | 1.27% |
| 2023 Q1 | 2023-05-12 | Add | 3,563,849 | 1,223,757 | +52.3% | $208.1M | 1.06% |
| 2022 Q4 | 2023-02-13 | Add | 2,340,092 | 69,855 | +3.1% | $146.5M | 0.78% |
| 2022 Q3 | 2022-11-10 | Reduce | 2,270,237 | -55,225 | -2.4% | $150.2M | 0.87% |
| 2022 Q2 | 2022-08-12 | Reduce | 2,325,462 | -379,581 | -14.0% | $139.1M | 0.75% |
| 2022 Q1 | 2022-05-13 | Add | 2,705,043 | 476,084 | +21.4% | $217.4M | 1.05% |
| 2021 Q4 | 2022-02-11 | Add | 2,228,959 | 907,815 | +68.7% | $154.4M | 0.74% |
| 2021 Q3 | 2021-11-12 | Add | 1,321,144 | 262,358 | +24.8% | $95.0M | 0.47% |
| 2021 Q2 | 2021-08-12 | Add | 1,058,786 | 293,359 | +38.3% | $71.5M | 0.36% |
| 2021 Q1 | 2021-05-13 | Reduce | 765,427 | -148,810 | -16.3% | $56.3M | 0.31% |
| 2020 Q4 | 2021-02-12 | Add | 914,237 | 809,739 | +774.9% | $52.7M | 0.32% |
| 2020 Q3 | 2020-11-13 | New | 104,498 | 104,498 | — | $3.8M | 0.03% |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | Sold out | — | -9,700 | -100.0% | — | — |
| 2019 Q4 | 2020-02-13 | New | 9,700 | 9,700 | — | $272.0K | 0.00% |
| 2019 Q3 | 2019-11-13 | Sold out | — | -26,800 | -100.0% | — | — |
| 2019 Q2 | 2019-08-13 | Add | 26,800 | 2,800 | +11.7% | $533.0K | 0.00% |
| 2019 Q1 | 2019-05-14 | Hold | 24,000 | — | 0.0% | $520.0K | 0.00% |
| 2018 Q4 | 2019-02-13 | Reduce | 24,000 | -4,100 | -14.6% | $462.0K | 0.00% |
| 2018 Q3 | 2018-11-14 | Reduce | 28,100 | -2,500 | -8.2% | $543.0K | 0.00% |
| 2018 Q2 | 2018-08-14 | Add | 30,600 | 15,500 | +102.6% | $608.0K | 0.00% |
| 2018 Q1 | 2018-05-15 | Add | 15,100 | 600 | +4.1% | $261.0K | 0.00% |
| 2017 Q4 | 2018-02-14 | Add | 14,500 | 900 | +6.6% | $263.0K | 0.00% |
| 2017 Q3 | 2017-11-14 | Add | 13,600 | 2,300 | +20.4% | $238.0K | 0.00% |
| 2017 Q2 | 2017-08-14 | New | 11,300 | 11,300 | — | $178.0K | 0.00% |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.