DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 1854440 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- BX12.91%
- WMG11.27%
- CRM10.96%
- VRRM10.77%
- TKO9.94%
- LPLA9.35%
- COLD8.55%
- LNG8.51%
- MLNK5.93%
- ACEL4.78%
Share classes counted separately92.97%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LNGWeight decreased · -2.74 pp11.25% → 8.51%Shares -233.91K (-21.25%)
- CRMWeight increased · +1.62 pp9.34% → 10.96%Shares -23.37K (-3.12%)
- MLNKWeight increased · +1.55 pp4.38% → 5.93%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
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 | $224.55M | 12.91% | 1.72M shares | 12.08% → 12.91%+0.83 pp -116.32K (-6.35%) | Reduced | ↗▾ |
| 02 | WMGWARNER MUSIC GROUP CORP-CL ACOM CL A View history and evidence | $196.04M | 11.27% | 5.48M shares | 11.13% → 11.27%+0.14 pp -278.01K (-4.83%) | Reduced | ↗▾ |
| 03 | CRMSALESFORCE INC View history and evidence | $190.69M | 10.96% | 724.66K shares | 9.34% → 10.96%+1.62 pp -23.37K (-3.12%) | Reduced | ↗▾ |
| 04 | VRRMVERRA MOBILITY CORPCL A COM STK View history and evidence | $187.39M | 10.77% | 8.14M shares | 11.96% → 10.77%-1.19 pp -2.25M (-21.66%) | Reduced | ↗▾ |
| 05 | TKOTKO GROUP HOLDINGS INCCL A View history and evidence | $172.98M | 9.94% | 2.12M shares | 9.31% → 9.94%+0.63 pp +322.13K (+17.91%) | Added | ↗▾ |
| 06 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $162.75M | 9.35% | 715.01K shares | 10.57% → 9.35%-1.22 pp -7.60K (-1.05%) | Reduced | ↗▾ |
| 07 | COLDAMERICOLD REALTY TRUST INC View history and evidence | $148.76M | 8.55% | 4.91M shares | 9.18% → 8.55%-0.63 pp +12.15K (+0.25%) | Added | ↗▾ |
| 08 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $148.02M | 8.51% | 867.06K shares | 11.25% → 8.51%-2.74 pp -233.91K (-21.25%) | Reduced | ↗▾ |
| 09 | MLNKMERIDIANLINK INCCOMMON STOCK View history and evidence | $103.22M | 5.93% | 4.17M shares | 4.38% → 5.93%+1.55 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | ACELACCEL ENTERTAINMENT INCCOM CL A1 View history and evidence | $83.17M | 4.78% | 8.10M shares | 5.46% → 4.78%-0.68 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| L7579L114 PERIMETER SOLUTIONS SA | Non-derivative | -1,490,000 | -$25.18K | SEC filing ↗ | 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.
Every number has a source.
CIK 1854440 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1739889042
}Take these holdings further.
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