Twinbeech Capital Lp ownership in DAR / Darling Ingredients Inc.

達令配料公司

MX ˙ BMV ˙ US2372661015

Security	MX:DAR / Darling Ingredients Inc.
Institution	Twinbeech Capital Lp
Latest Disclosed Ownership	4,100 shares
Latest Disclosed Value	$ 253,585

On May 15, 2026 - Twinbeech Capital Lp filed a 13F-HR form disclosing ownership of 4,100 shares of Darling Ingredients Inc. (MX:DAR) valued at $253,585 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares of Darling Ingredients Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	DARLING INGREDIENTS	COM	237266101	4,100	4,100		254		0.0263
2025-08-14	2025-06-30	13F	DARLING INGREDIENTS	COM	237266101	0	-7,164	-100.00	0	-100.00
2025-05-15	2025-03-31	13F	DARLING INGREDIENTS	COM	237266101	7,164	7,164		224		0.0041
2025-02-14	2024-12-31	13F	DARLING INGREDIENTS	COM	237266101	0	-75,401	-100.00	0	-100.00
2024-11-14	2024-09-30	13F	DARLING INGREDIENTS	COM	237266101	75,401	75,401		2,802		0.0535
2024-02-14	2023-12-31	13F	DARLING INGREDIENTS	COM	237266101	0	-37,850	-100.00	0	-100.00
2023-11-14	2023-09-30	13F	DARLING INGREDIENTS	COM	237266101	37,850	37,850		1,976		0.0380
2023-05-15	2023-03-31	13F	DARLING INGREDIENTS	COM	237266101	0	-141,230	-100.00	0	-100.00
2023-02-14	2022-12-31	13F	DARLING INGREDIENTS	COM	237266101	141,230	141,230		8,840		0.1679
2022-11-14	2022-09-30	13F	DARLING INGREDIENTS	COM	237266101	0	-188,039	-100.00	0	-100.00
2022-08-15	2022-06-30	13F	DARLING INGREDIENTS	COM	237266101	188,039	188,039		11,245		0.5030
2022-05-16	2022-03-31	13F	DARLING INGREDIENTS	COM	237266101	0	-94,345	-100.00	0	-100.00
2022-02-14	2021-12-31	13F	DARLING INGREDIENTS	COM	237266101	94,345	94,345		6,537		0.3724
2021-11-15	2021-09-30	13F	DARLING INGREDIENTS	COM	237266101	0	-51,655	-100.00	0	-100.00
2021-08-16	2021-06-30	13F	DARLING INGREDIENTS	COM	237266101	51,655	51,655		3,487		0.4228

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.