Jeremy Grantham's DAR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.63 M shares of Darling Ingredients Inc. (DAR) worth $112.15 M, representing 0.32% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in DAR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 1.22 M shares. Largest reduction occurred in Q3 2024, reducing 1.05 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Darling Ingredients (DAR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Darling Ingredients (DAR) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +11,300 | New Buy | 11,300 | $15.75 |
| Q3 2017 | +2,300 | Add 20.35% | 13,600 | $17.50 |
| Q4 2017 | +900 | Add 6.62% | 14,500 | $18.14 |
| Q1 2018 | +600 | Add 4.14% | 15,100 | $17.28 |
| Q2 2018 | +15,500 | Add 102.65% | 30,600 | $19.87 |
| Q3 2018 | -2,500 | Reduce 8.17% | 28,100 | $19.32 |
| Q4 2018 | -4,100 | Reduce 14.59% | 24,000 | $19.25 |
| Q2 2019 | +2,800 | Add 11.67% | 26,800 | $19.89 |
| Q3 2019 | -26,800 | Sold Out | 26,800 | $0.00 |
| Q4 2019 | +9,700 | New Buy | 9,700 | $28.04 |
| Q1 2020 | -9,700 | Sold Out | 9,700 | $0.00 |
| Q3 2020 | +104,498 | New Buy | 104,498 | $36.03 |
| Q4 2020 | +809,739 | Add 774.88% | 914,237 | $57.68 |
| Q1 2021 | -148,810 | Reduce 16.28% | 765,427 | $73.58 |
| Q2 2021 | +293,359 | Add 38.33% | 1.06 M | $67.50 |
| Q3 2021 | +262,358 | Add 24.78% | 1.32 M | $71.90 |
| Q4 2021 | +907,815 | Add 68.71% | 2.23 M | $69.29 |
| Q1 2022 | +476,084 | Add 21.36% | 2.71 M | $80.38 |
| Q2 2022 | -379,581 | Reduce 14.03% | 2.33 M | $59.80 |
| Q3 2022 | -55,225 | Reduce 2.37% | 2.27 M | $66.15 |
| Q4 2022 | +69,855 | Add 3.08% | 2.34 M | $62.59 |
| Q1 2023 | +1.22 M | Add 52.30% | 3.56 M | $58.40 |
| Q2 2023 | +745,529 | Add 20.92% | 4.31 M | $63.79 |
| Q3 2023 | +446,483 | Add 10.36% | 4.76 M | $52.20 |
| Q4 2023 | +409,523 | Add 8.61% | 5.17 M | $49.84 |
| Q1 2024 | +482,459 | Add 9.34% | 5.65 M | $46.51 |
| Q2 2024 | +575,677 | Add 10.19% | 6.22 M | $36.75 |
| Q3 2024 | -1.05 M | Reduce 16.86% | 5.17 M | $37.16 |
| Q4 2024 | -900,776 | Reduce 17.41% | 4.27 M | $33.69 |
| Q1 2025 | -615,367 | Reduce 14.40% | 3.66 M | $31.24 |
| Q2 2025 | +35,309 | Add 0.97% | 3.69 M | $37.94 |
| Q3 2025 | -60,016 | Reduce 1.63% | 3.63 M | $30.87 |
Jeremy Grantham's Darling Ingredients Investment FAQs
Jeremy Grantham first purchased Darling Ingredients Inc. (DAR) in Q2 2017, acquiring 11,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Darling Ingredients Inc. (DAR) for 34 quarters since Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Darling Ingredients Inc. (DAR) was in Q1 2023, adding 3,563,849 shares worth $208.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,633,119 shares of Darling Ingredients Inc. (DAR), valued at approximately $112.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Darling Ingredients Inc. (DAR) represents approximately 0.32% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Darling Ingredients Inc. (DAR) was 6,223,520 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.