13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001854440-24-000004
Total Value
$1.74B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TKO GROUP HOLDINGS INC | TKO | 2,974,835 | $257.1M | 14.75% |
| 2 | SALESFORCE INC | CRM | 724,657 | $218.3M | 12.53% |
| 3 | AMERICOLD REALTY TRUST INC | COLD | 7,834,469 | $195.2M | 11.20% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 715,014 | $188.9M | 10.84% |
| 5 | WARNER MUSIC GROUP CORP | WMG | 5,477,378 | $180.9M | 10.38% |
| 6 | BLACKSTONE INC | BX | 1,335,202 | $175.4M | 10.07% |
| 7 | CHENIERE ENERGY INC | LNG | 867,059 | $139.8M | 8.03% |
| 8 | VERRA MOBILITY CORP | VRRM | 4,486,993 | $112.0M | 6.43% |
| 9 | MERIDIANLINK INC | MRDN | 5,267,248 | $98.5M | 5.65% |
| 10 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $95.5M | 5.48% |
| 11 | LIBERTY MEDIA CORP DEL | FWONB | 989,344 | $64.9M | 3.72% |
| 12 | ARES ACQUISITION CORP II | G33033112 | 1,500,000 | $15.9M | 0.91% |
| 13 | SCREAMING EAGLE ACQUISITN CO | G79407121 | 300,000 | $141,750 | 0.01% |