13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001854440-25-000011
Total Value
$3.14B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 82452J109 | 4,966,405 | $492.2M | 15.67% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 2,224,880 | $404.8M | 12.89% |
| 3 | WARNER MUSIC GROUP CORP | WMG | 11,995,280 | $326.8M | 10.40% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 785,737 | $294.6M | 9.38% |
| 5 | SALESFORCE INC | CRM | 1,026,852 | $280.0M | 8.91% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 8,700,000 | $264.7M | 8.43% |
| 7 | TPG INC | TPGXL | 4,930,047 | $258.6M | 8.23% |
| 8 | LINEAGE INC | LINE | 3,527,000 | $153.5M | 4.89% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 1,279,329 | $133.7M | 4.26% |
| 10 | CHENIERE ENERGY INC | LNG | 530,815 | $129.3M | 4.11% |
| 11 | MERIDIANLINK INC | MRDN | 6,767,248 | $109.8M | 3.50% |
| 12 | ONESTREAM INC | OS | 3,839,405 | $108.7M | 3.46% |
| 13 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $95.3M | 3.03% |
| 14 | BLACKSTONE INC | BX | 599,227 | $89.6M | 2.85% |