13F HOLDINGS REPORT
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001854440-25-000012
Total Value
$2.96B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARNER MUSIC GROUP CORP | WMG | 11,995,280 | $408.6M | 13.79% |
| 2 | SHIFT4 PMTS INC | 82452J109 | 5,071,725 | $392.6M | 13.25% |
| 3 | SALESFORCE INC | CRM | 1,251,852 | $296.7M | 10.01% |
| 4 | TPG INC | TPGXL | 4,930,047 | $283.2M | 9.56% |
| 5 | TKO GROUP HOLDINGS INC | TKO | 1,350,367 | $272.7M | 9.20% |
| 6 | LPL FINL HLDGS INC | 50212V100 | 785,737 | $261.4M | 8.82% |
| 7 | LINEAGE INC | LINE | 5,132,810 | $198.3M | 6.69% |
| 8 | SIX FLAGS ENTERTAINMENT CORP | FUN | 8,700,000 | $197.7M | 6.67% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 1,279,329 | $133.6M | 4.51% |
| 10 | MERIDIANLINK INC | MRDN | 6,558,899 | $130.7M | 4.41% |
| 11 | CHENIERE ENERGY INC | LNG | 530,815 | $124.7M | 4.21% |
| 12 | BLACKSTONE INC | BX | 599,227 | $102.4M | 3.46% |
| 13 | ACCEL ENTERTAINMENT INC | ACEL | 8,098,349 | $89.6M | 3.03% |
| 14 | ONESTREAM INC | OS | 3,839,405 | $70.8M | 2.39% |