Darlington Partners Capital Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Darlington Partners Capital Management, LP

CIK Number: 0001854440

3.14B
Market Value
14
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 FOUR Shift4 Payments...
78.76
+2.43% 4.97M +4.20% 492.22M 87.02 15.67% Share
2 TKO TKO Group Holdi...
197.99
-0.39% 2.22M -8.25% 404.82M 85.09 12.89% Share
3 WMG Warner Music Gr...
34.19
-0.15% 12M 0.00% 326.75M 31.68 10.40% Share
4 LPLA LPL Financial H...
312.89
-1.3% 785.74K -19.06% 294.63M 202.44 9.38% Share
5 CRM Salesforce, Inc...
238.80
+1.32% 1.03M 0.00% 280.01M 218.08 8.91% Share
6 FUN Six Flags Enter...
23.39
+3.11% 8.7M +20.17% 264.74M 36.59 8.43% Share
7 TPG TPG Inc.
56.37
+0.37% 4.93M +100.00% 258.58M 52.45 8.23% Share
8 LINE Lineage, Inc.
40.03
+1.24% 3.53M +5.22% 153.5M 57.85 4.89% Share
9 FWONK Formula One Gro...
104.15
+1.63% 1.28M -43% 133.69M 74.75 4.26% Share
10 LNG Cheniere Energy...
231.79
-0.14% 530.82K -43.73% 129.26M 143.01 4.11% Share
11 MLNK MeridianLink, I...
19.94
+0.05% 6.77M 0.00% 109.83M 19.32 3.50% Share
12 OS OneStream, Inc....
18.51
+1.26% 3.84M 0.00% 108.66M 21.34 3.46% Share
13 ACEL Accel Entertain...
11.03
+0.82% 8.1M 0.00% 95.32M 12.5 3.03% Share
14 BX Blackstone Inc.
166.57
-0.91% 599.23K 0.00% 89.63M 106.68 2.85% Share