Institutions / Darlington Partners Capital Management, LP

Darlington Partners Capital Management, LP

CIK 1854440 · Institution · as of Dec 31, 2025
Portfolio value
$2.50B
Positions
14
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Shift4 Payments, Inc.$350.85M5,571,72514.0%
Salesforce Inc$331.63M1,251,85213.3%
TPG Inc.$314.73M4,930,04712.6%
TKO Group Holdings, Inc.$282.23M1,350,36711.3%
LPL Financial Holdings Inc.$279.67M783,00611.2%
Warner Music Group Corp$204.01M6,651,8848.2%
Global E Online Ltd$147.82M3,760,2795.9%
Cheniere Energy, Inc.$103.19M530,8154.1%
Liberty Media Corp-Liberty Formula One$94.50M959,3293.8%
Accel Entertainment, Inc.ACELCommon Stock$92.40M8,098,3493.7%
Blackstone Inc$92.36M599,2273.7%
Six Flags Entertainment Corporation/NEW$79.77M5,200,0003.2%
Onestream, Inc.$70.57M3,839,4052.8%
Lineage, Inc.LINEREIT$56.20M1,605,8102.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.