DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: 13F holdings
CIK 18544402026Q2
| Positions | 10 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 10 (+0 vs prior quarter) |
|---|
| Reported value | $2.3bn (+1.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TPG TPG INC | 9,000,000 | $364.9m | 16.1% |
| FOUR SHIFT4 PMTS INC | 7,161,844 | $348.4m | 15.4% |
| LPLA LPL FINL HLDGS INC | 993,006 | $279.7m | 12.3% |
| TKO TKO GROUP HOLDINGS INC | 1,350,367 | $271.8m | 12.0% |
| CRM SALESFORCE INC | 1,561,852 | $244.7m | 10.8% |
| GLOBAL E ONLINE LTD | 6,961,820 | $241.8m | 10.7% |
| WMG WARNER MUSIC GROUP CORP | 6,705,884 | $181.5m | 8.0% |
| FUN SIX FLAGS ENTERTAINMENT CORP | 7,700,000 | $164.0m | 7.2% |
| ACEL ACCEL ENTERTAINMENT INC | 8,098,349 | $102.1m | 4.5% |
| LINE LINEAGE INC | 1,533,843 | $66.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1854440")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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