DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 1854440 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- FOUR15.67%
- TKO12.89%
- WMG10.40%
- LPLA9.38%
- CRM8.91%
- FUN8.43%
- TPG8.23%
- LINE4.89%
- FWONK4.26%
- LNG4.11%
Share classes counted separately87.17%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LNGWeight decreased · -3.18 pp7.29% → 4.11%Shares -412.50K (-43.73%)
- FOURWeight increased · +2.66 pp13.01% → 15.67%Shares +200.00K (+4.20%)
- FWONKWeight decreased · -2.49 pp6.75% → 4.26%Shares -965.00K (-43.00%)
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 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 | $492.22M | 15.67% | 4.97M shares | 13.01% → 15.67%+2.66 pp +200.00K (+4.20%) | Added | ↗▾ |
| 02 | TKOTKO GROUP HOLDINGS INCCL A View history and evidence | $404.82M | 12.89% | 2.22M shares | 12.38% → 12.89%+0.51 pp -200.00K (-8.25%) | Reduced | ↗▾ |
| 03 | WMGWARNER MUSIC GROUP CORP-CL ACOM CL A View history and evidence | $326.75M | 10.40% | 12.00M shares | 12.57% → 10.40%-2.17 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $294.63M | 9.38% | 785.74K shares | 10.61% → 9.38%-1.23 pp -185.00K (-19.06%) | Reduced | ↗▾ |
| 05 | CRMSALESFORCE INC View history and evidence | $280.01M | 8.91% | 1.03M shares | 9.21% → 8.91%-0.30 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | FUNSIX FLAGS ENTERTAINMENT CORP View history and evidence | $264.74M | 8.43% | 8.70M shares | 8.63% → 8.43%-0.20 pp +1.46M (+20.17%) | Added | ↗▾ |
| 07 | TPGTPG INCCOM CL A View history and evidence | $258.58M | 8.23% | 4.93M shares | Prior unavailable +4.93M | New | ↗▾ |
| 08 | LINELINEAGE INC View history and evidence | $153.50M | 4.89% | 3.53M shares | 6.57% → 4.89%-1.68 pp +175.00K (+5.22%) | Added | ↗▾ |
| 09 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $133.69M | 4.26% | 1.28M shares | 6.75% → 4.26%-2.49 pp -965.00K (-43.00%) | Reduced | ↗▾ |
| 10 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $129.26M | 4.11% | 530.82K shares | 7.29% → 4.11%-3.18 pp -412.50K (-43.73%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KDK KODIAK AI INC | Non-derivative | -1,500,000 | -$16.73M | 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3141637313
}Take these holdings further.
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