Filer Name: DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK: 1854440
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 14
Portfolio Value: $2.68B

Darlington Partners Capital Management, Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TKO US TKO GROUP HOLDINGS INC 2,740,089 $389M 14.55% - -
CRM US SALESFORCE INC 1,026,852 $343M 12.83% - -
WMG US WARNER MUSIC GROUP CORP-CL A 10,370,280 $321M 12.01% 16.9% -
LPLA US LPL FINANCIAL HOLDINGS INC 938,354 $306M 11.45% -14.7% -
LNG US CHENIERE ENERGY INC 1,220,223 $262M 9.80% -4.6% -
FOUR US SHIFT4 PAYMENTS INC-CLASS A 2,510,014 $260M 9.73% 17.2% -
FWONK US LIBERTY MEDIA CORP-LIB-NEW-C 2,244,329 $208M 7.77% 4.8% -
MLNK US MERIDIANLINK INC 6,767,248 $140M 5.22% - -
BX US BLACKSTONE INC 599,227 $103M 3.86% -49.5% -
LINE US LINEAGE INC 1,545,000 $90M 3.38% 100.0% -
COLD US AMERICOLD REALTY TRUST INC 4,112,511 $88M 3.29% -57.1% -
ACEL US ACCEL ENTERTAINMENT INC 8,098,349 $86M 3.23% - -
FUN US SIX FLAGS ENTERTAINMENT CORP 1,250,750 $60M 2.25% 100.0% -
AACT/U US ARES ACQUISITION CORP II 1,500,000 $17M 0.62% - -
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