13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001854440-24-000005
Total Value
$2.04B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TKO GROUP HOLDINGS INC | TKO | 3,065,703 | $331.1M | 16.27% |
| 2 | SALESFORCE INC | CRM | 1,058,855 | $272.2M | 13.38% |
| 3 | CHENIERE ENERGY INC | LNG | 1,514,155 | $264.7M | 13.01% |
| 4 | WARNER MUSIC GROUP CORP | WMG | 8,072,372 | $247.4M | 12.16% |
| 5 | AMERICOLD REALTY TRUST INC | COLD | 9,018,040 | $230.3M | 11.32% |
| 6 | LPL FINL HLDGS INC | 50212V100 | 783,290 | $218.8M | 10.75% |
| 7 | BLACKSTONE INC | BX | 1,462,700 | $181.1M | 8.90% |
| 8 | MERIDIANLINK INC | MRDN | 5,267,248 | $112.5M | 5.53% |
| 9 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $83.1M | 4.08% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 1,083,816 | $77.9M | 3.83% |
| 11 | ARES ACQUISITION CORP II | G33033112 | 1,500,000 | $16.1M | 0.79% |