13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001854440-25-000002
Total Value
$2.68B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TKO GROUP HOLDINGS INC | TKO | 2,740,089 | $389.4M | 14.55% |
| 2 | SALESFORCE INC | CRM | 1,026,852 | $343.3M | 12.83% |
| 3 | WARNER MUSIC GROUP CORP | WMG | 10,370,280 | $321.5M | 12.01% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 938,354 | $306.4M | 11.45% |
| 5 | CHENIERE ENERGY INC | LNG | 1,220,223 | $262.2M | 9.80% |
| 6 | SHIFT4 PMTS INC | 82452J109 | 2,510,014 | $260.5M | 9.73% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 2,244,329 | $208.0M | 7.77% |
| 8 | MERIDIANLINK INC | MRDN | 6,767,248 | $139.7M | 5.22% |
| 9 | BLACKSTONE INC | BX | 599,227 | $103.3M | 3.86% |
| 10 | LINEAGE INC | LINE | 1,545,000 | $90.5M | 3.38% |
| 11 | AMERICOLD REALTY TRUST INC | COLD | 4,112,511 | $88.0M | 3.29% |
| 12 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $86.5M | 3.23% |
| 13 | SIX FLAGS ENTERTAINMENT CORP | FUN | 1,250,750 | $60.3M | 2.25% |
| 14 | ARES ACQUISITION CORP II | G33033112 | 1,500,000 | $16.6M | 0.62% |