DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 13F Holdings

CIK 0001854440 · GREENBRAE, CA

As of Sep 30, 2025, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 14 positions worth $3.0B in its SEC Form 13F filing.

Top 14 holdings

SecurityTickerSectorSharesValue% of portfolio
WARNER MUSIC GROUP CORPWMGCommunication Services11,995,280$408.6M13.79%
SHIFT4 PAYMENTS INCFOURTechnology5,071,725$392.6M13.25%
SALESFORCE INCCRMTechnology1,251,852$296.7M10.01%
TPG INCTPGFinancial Services4,930,047$283.2M9.56%
TKO GROUP HOLDINGS INCTKOCommunication Services1,350,367$272.7M9.20%
LPL FINANCIAL HOLDINGS INCLPLAFinancial Services785,737$261.4M8.82%
LINEAGE INCLINEReal Estate5,132,810 98.3M6.69%
SIX FLAGS ENTERTAINMENT CORPORATIONFUNConsumer Cyclical8,700,000 97.7M6.67%
LIBERTY MEDIA CORPFWONKCommunication Services1,279,329 33.6M4.51%
MERIDIANLINK INCMLNKTechnology6,558,899 30.7M4.41%
CHENIERE ENERGY INCLNGEnergy530,815 24.7M4.21%
BLACKSTONE INCBXFinancial Services599,227 02.4M3.46%
ACCEL ENTERTAINMENT INCACELConsumer Cyclical8,098,349$89.6M3.03%
ONESTREAM INCOSTechnology3,839,405$70.8M2.39%