Darling Ingredients Inc (DAR) — Institutional Investor Activity (Q2 2026)

DAR ranks #917 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DAR is a top-conviction position for Palo Duro Investment Partners, LP — at 10.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in DAR belongs to BlackRock, Inc., but the position matters far more to Palo Duro Investment Partners, LP, who has 10.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its DAR position for two straight quarters, increasing it by $178.7M to reach $184.1M today.

Israel Englander has trimmed its DAR position for two straight quarters, cutting it by $212.6M while still holding $13.8M.

DAR is down 0.1% today, but institutions show net buying of $891.0M this quarter — a divergence between today's price move and the underlying institutional flow.

DAR posted net income of $597.9M over the trailing twelve months.

• Profitable — net income of $597.9M over the trailing twelve months
• Revenue grew 14.9% year over year
• Net income improved year over year, from $105.4M to $597.9M
• Generated $1.1B in positive operating cash flow
• Current ratio of 1.50x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.16x equity — within a conventional range