13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001854440-24-000010
Total Value
$2.47B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TKO GROUP HOLDINGS INC | TKO | 2,740,089 | $339.0M | 13.72% |
| 2 | SALESFORCE INC | CRM | 1,026,852 | $281.1M | 11.38% |
| 3 | WARNER MUSIC GROUP CORP | WMG | 8,870,280 | $277.6M | 11.24% |
| 4 | AMERICOLD REALTY TRUST INC | COLD | 9,597,159 | $271.3M | 10.98% |
| 5 | LPL FINL HLDGS INC | 50212V100 | 1,099,736 | $255.8M | 10.35% |
| 6 | CHENIERE ENERGY INC | LNG | 1,279,473 | $230.1M | 9.31% |
| 7 | SHIFT4 PMTS INC | 82452J109 | 2,142,514 | $189.8M | 7.68% |
| 8 | BLACKSTONE INC | BX | 1,186,631 | $181.7M | 7.35% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 2,142,261 | $165.9M | 6.71% |
| 10 | MERIDIANLINK INC | MRDN | 6,767,248 | $139.2M | 5.63% |
| 11 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $94.1M | 3.81% |
| 12 | ONESTREAM INC | OS | 850,000 | $28.8M | 1.17% |
| 13 | ARES ACQUISITION CORP II | G33033112 | 1,500,000 | $16.4M | 0.66% |