13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001854440-23-000002
Total Value
$1.10B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARNER MUSIC GROUP CORP | WMG | 4,478,221 | $156.8M | 14.32% |
| 2 | BLACKSTONE INC | BX | 1,995,576 | $148.1M | 13.52% |
| 3 | VERRA MOBILITY CORP | VRRM | 9,537,546 | $131.9M | 12.04% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 598,994 | $129.5M | 11.82% |
| 5 | AMERICOLD REALTY TRUST INC | COLD | 3,946,103 | $111.7M | 10.20% |
| 6 | CHENIERE ENERGY INC | LNG | 744,656 | $111.7M | 10.19% |
| 7 | FOCUS FINL PARTNERS INC | 34417P100 | 2,537,776 | $94.6M | 8.63% |
| 8 | ACCEL ENTERTAINMENT INC | ACEL | 7,596,178 | $58.5M | 5.34% |
| 9 | MERIDIANLINK INC | MRDN | 4,090,854 | $56.2M | 5.13% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 830,631 | $49.7M | 4.53% |
| 11 | LAZARD GROWTH ACQUISITION CORP | LAZ | 1,634,034 | $16.5M | 1.50% |
| 12 | SCREAMING EAGLE ACQUISITN CORP | G79407113 | 900,000 | $9.0M | 0.82% |
| 13 | TCV ACQUISITION CORP CL A SHS | G8704C124 | 792,196 | $7.9M | 0.72% |
| 14 | BILANDER ACQUISITION CORP UNIT EX 051926 | 09001T205 | 500,000 | $5.0M | 0.45% |
| 15 | KHOSLA VENTURES ACQUISITION | 482504107 | 450,000 | $4.5M | 0.41% |
| 16 | SLAM CORP UNIT | SLAMF | 175,000 | $1.8M | 0.16% |
| 17 | PERIMETER SOLUTIONS SA | PRM | 1,490,000 | $1.1M | 0.10% |
| 18 | ALPHABET INC | GOOG | 10,209 | $900,740 | 0.08% |
| 19 | CELLEBRITE DI LTD | CLBT | 304,300 | $188,088 | 0.02% |