DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 1854440 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- FOUR13.01%
- WMG12.57%
- TKO12.38%
- LPLA10.61%
- CRM9.21%
- FUN8.63%
- LNG7.29%
- FWONK6.75%
- LINE6.57%
- MLNK4.19%
Share classes counted separately91.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FUNWeight increased · +6.38 pp2.25% → 8.63%Shares +5.99M (+478.85%)
- CRMWeight decreased · -3.62 pp12.83% → 9.21%Shares 0 (0.00%)
- FOURWeight increased · +3.28 pp9.73% → 13.01%Shares +2.26M (+89.90%)
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 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FOURSHIFT4 PAYMENTS INC-CLASS ACL A View history and evidence | $389.46M | 13.01% | 4.77M shares | 9.73% → 13.01%+3.28 pp +2.26M (+89.90%) | Added | ↗▾ |
| 02 | WMGWARNER MUSIC GROUP CORP-CL ACOM CL A View history and evidence | $376.05M | 12.57% | 12.00M shares | 12.01% → 12.57%+0.56 pp +1.63M (+15.67%) | Added | ↗▾ |
| 03 | TKOTKO GROUP HOLDINGS INCCL A View history and evidence | $370.55M | 12.38% | 2.42M shares | 14.55% → 12.38%-2.17 pp -315.21K (-11.50%) | Reduced | ↗▾ |
| 04 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $317.57M | 10.61% | 970.74K shares | 11.45% → 10.61%-0.84 pp +32.38K (+3.45%) | Added | ↗▾ |
| 05 | CRMSALESFORCE INC View history and evidence | $275.57M | 9.21% | 1.03M shares | 12.83% → 9.21%-3.62 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | FUNSIX FLAGS ENTERTAINMENT CORP View history and evidence | $258.25M | 8.63% | 7.24M shares | 2.25% → 8.63%+6.38 pp +5.99M (+478.85%) | Added | ↗▾ |
| 07 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $218.28M | 7.29% | 943.32K shares | 9.80% → 7.29%-2.51 pp -276.91K (-22.69%) | Reduced | ↗▾ |
| 08 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $202.01M | 6.75% | 2.24M shares | 7.77% → 6.75%-1.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | LINELINEAGE INC View history and evidence | $196.53M | 6.57% | 3.35M shares | 3.38% → 6.57%+3.19 pp +1.81M (+116.96%) | Added | ↗▾ |
| 10 | MLNKMERIDIANLINK INCCOMMON STOCK View history and evidence | $125.40M | 4.19% | 6.77M shares | 5.22% → 4.19%-1.03 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| COLD AMERICOLD REALTY TRUST INC | Non-derivative | -4,112,511 | -$88.01M | SEC filing ↗ | SEC filing ↗ |
| G33033112 ARES ACQUISITION CORP II | Non-derivative | -1,500,000 | -$16.64M | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2992418083
}Take these holdings further.
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