13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001854440-25-000004
Total Value
$2.99B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 82452J109 | 4,766,405 | $389.5M | 13.01% |
| 2 | WARNER MUSIC GROUP CORP | WMG | 11,995,280 | $376.1M | 12.57% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 2,424,880 | $370.5M | 12.38% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 970,737 | $317.6M | 10.61% |
| 5 | SALESFORCE INC | CRM | 1,026,852 | $275.6M | 9.21% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 7,240,000 | $258.3M | 8.63% |
| 7 | CHENIERE ENERGY INC | LNG | 943,315 | $218.3M | 7.29% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 2,244,329 | $202.0M | 6.75% |
| 9 | LINEAGE INC | LINE | 3,352,000 | $196.5M | 6.57% |
| 10 | MERIDIANLINK INC | MRDN | 6,767,248 | $125.4M | 4.19% |
| 11 | BLACKSTONE INC | BX | 599,227 | $83.8M | 2.80% |
| 12 | ONESTREAM INC | OS | 3,839,405 | $81.9M | 2.74% |
| 13 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $80.3M | 2.68% |
| 14 | ARES ACQUISITION CORP II | G33033104 | 1,500,000 | $16.7M | 0.56% |