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: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 FOUR Shift4 Payments...
86.94
+1.57% 4.77M +89.90% 389.46M 86.51 13.02% Share
2 WMG Warner Music Gr...
34.24
+1.18% 12M +15.67% 376.05M 31.68 12.57% Share
3 TKO TKO Group Holdi...
202.39
+3.72% 2.42M -11.5% 370.55M 85.09 12.38% Share
4 LPLA LPL Financial H...
347.71
+1.71% 970.74K +3.45% 317.57M 202.44 10.61% Share
5 CRM Salesforce, Inc...
246.23
+1.51% 1.03M 0.00% 275.57M 218.08 9.21% Share
6 FUN Six Flags Enter...
21.77
+0.51% 7.24M +478.85% 258.25M 37.83 8.63% Share
7 LNG Cheniere Energy...
237.14
+0.04% 943.32K -22.69% 218.28M 143.01 7.29% Share
8 FWONK Formula One Gro...
102.14
+3.31% 2.24M 0.00% 202.01M 74.75 6.75% Share
9 LINE Lineage, Inc.
42.39
+1.02% 3.35M +116.96% 196.53M 58.6 6.57% Share
10 MLNK MeridianLink, I...
19.93
+0.15% 6.77M 0.00% 125.4M 19.32 4.19% Share
11 BX Blackstone Inc.
183.78
+3.11% 599.23K 0.00% 83.76M 106.68 2.80% Share
12 OS OneStream, Inc....
19.30
+1.47% 3.84M +100.00% 81.93M 21.34 2.74% Share
13 ACEL Accel Entertain...
11.38
+2.62% 8.1M 0.00% 80.34M 12.5 2.68% Share
14 AACT Ares Acquisitio...
11.42
+0.09% 1.5M +100.00% 16.73M 11.15 0.56% Share