DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 1854440 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- BX12.08%
- VRRM11.96%
- LNG11.25%
- WMG11.13%
- LPLA10.57%
- CRM9.34%
- TKO9.31%
- COLD9.18%
- ACEL5.46%
- MLNK4.38%
Share classes counted separately94.66%
Portfolio value by quarter
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BXBLACKSTONE INC View history and evidence | $196.23M | 12.08% | 1.83M shares | — | ↗▾ | |
| 02 | VRRMVERRA MOBILITY CORPCL A COM STK View history and evidence | $194.24M | 11.96% | 10.39M shares | — | ↗▾ | |
| 03 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $182.72M | 11.25% | 1.10M shares | — | ↗▾ | |
| 04 | WMGWARNER MUSIC GROUP CORP-CL ACOM CL A View history and evidence | $180.72M | 11.13% | 5.76M shares | — | ↗▾ | |
| 05 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $171.73M | 10.57% | 722.62K shares | — | ↗▾ | |
| 06 | CRMSALESFORCE INC View history and evidence | $151.68M | 9.34% | 748.02K shares | — | ↗▾ | |
| 07 | TKOTKO GROUP HOLDINGS INCCL A View history and evidence | $151.16M | 9.31% | 1.80M shares | — | ↗▾ | |
| 08 | COLDAMERICOLD REALTY TRUST INC View history and evidence | $149.08M | 9.18% | 4.90M shares | — | ↗▾ | |
| 09 | ACELACCEL ENTERTAINMENT INCCOM CL A1 View history and evidence | $88.68M | 5.46% | 8.10M shares | — | ↗▾ | |
| 10 | MLNKMERIDIANLINK INCCOMMON STOCK View history and evidence | $71.09M | 4.38% | 4.17M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 09001T205 BILANDER ACQUISITION CORP UNIT EX 051926 | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1854440 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1624259893
}Take these holdings further.
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