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DAR · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DAR
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterDARPM
Q3 202010 holders, $399m25 holders, $19.7bn
Q4 20209 holders, $962m25 holders, $21.5bn
Q1 202110 holders, $1.6bn27 holders, $22.1bn
Q2 202114 holders, $1.1bn20 holders, $23.2bn
Q3 202110 holders, $1.1bn25 holders, $22.8bn
Q4 20216 holders, $937m26 holders, $22.3bn
Q1 202212 holders, $1.6bn29 holders, $23.2bn
Q2 202211 holders, $900m28 holders, $25.8bn
Q3 202212 holders, $915m33 holders, $22.2bn
Q4 202211 holders, $344m26 holders, $27.0bn
Q1 20236 holders, $262m36 holders, $27.6bn
Q2 20238 holders, $303m29 holders, $28.9bn
Q3 20238 holders, $234m32 holders, $28.5bn
Q4 20238 holders, $318m34 holders, $28.8bn
Q1 20246 holders, $226m36 holders, $28.4bn
Q2 20244 holders, $226m31 holders, $31.4bn
Q3 20245 holders, $116m39 holders, $38.2bn
Q4 20246 holders, $286m40 holders, $36.6bn
Q1 20255 holders, $232m44 holders, $49.1bn
Q2 20256 holders, $356m44 holders, $54.3bn
Q3 20251 holders, $30m36 holders, $49.3bn
Q4 20257 holders, $410m26 holders, $50.5bn
Q1 202616 holders, $962m25 holders, $57.3bn
Q2 20269 holders, $550m27 holders, $63.8bn
DAR

Darling Ingredients Inc

Holders
8
Reported value
$318m
Buyers
6
Sellers
4

Breadth +2 among 93 comparable managers.

PM

Philip Morris Intl Inc

Holders
34
Reported value
$28.8bn
Buyers
16
Sellers
17

Breadth -1 among 93 comparable managers.

Who holds both, Q4 2023

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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