Darlington Partners Capital Management, LP
CIK Number: 0001854440
2.99B
Market Value
13
# of Holdings
8 months
Avg. Holding Period
57.14%
Win Rate
40.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TKO | TKO Group Holdi... | 164.10 | -0.5% | 2.74M | 0.00% | 389.39M | 85.09 | 14.55% |
| 2 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 1.03M | 0.00% | 343.31M | 218.08 | 12.83% |
| 3 | WMG | Warner Music Gr... | 26.49 | -0.64% | 10.37M | +16.91% | 321.48M | 31.73 | 12.01% |
| 4 | LPLA | LPL Financial H... | 378.97 | +0.50% | 938.35K | -14.67% | 306.38M | 198.14 | 11.45% |
| 5 | LNG | Cheniere Energy... | 234.60 | -0.17% | 1.22M | -4.63% | 262.19M | 143.01 | 9.80% |
| 6 | FOUR | Shift4 Payments... | 93.40 | -2.23% | 2.51M | +17.15% | 260.49M | 90.82 | 9.73% |
| 7 | FWONK | Formula One Gro... | 97.36 | +0.36% | 2.24M | +4.76% | 207.96M | 74.75 | 7.77% |
| 8 | MLNK | MeridianLink, I... | 16.92 | -4.73% | 6.77M | 0.00% | 139.74M | 19.32 | 5.22% |
| 9 | BX | Blackstone Inc. | 140.69 | -0.49% | 599.23K | -49.5% | 103.32M | 106.68 | 3.86% |
| 10 | LINE | Lineage, Inc. | 45.47 | +0.38% | 1.54M | +100.00% | 90.49M | 58.57 | 3.38% |
| 11 | COLD | Americold Realt... | 17.38 | -2.17% | 4.11M | -57.15% | 88.01M | 27.97 | 3.29% |
| 12 | ACEL | Accel Entertain... | 11.68 | +0.52% | 8.1M | 0.00% | 86.49M | 12.5 | 3.23% |
| 13 | FUN | Six Flags Enter... | 31.74 | -0.91% | 1.25M | +100.00% | 60.27M | 48.19 | 2.25% |