Darlington Partners Capital Management

Latest statistics and disclosures from Darlington Partners Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FOUR, CRM, TPG, TKO, LPLA, and represent 62.37% of Darlington Partners Capital Management's stock portfolio.
  • Added to shares of these 2 stocks: GLBE (+$148M), FOUR (+$32M).
  • Started 1 new stock position in GLBE.
  • Reduced shares in these 6 stocks: WMG (-$164M), MLNK (-$131M), LINE (-$123M), FUN (-$54M), FWONK (-$32M), LPLA.
  • Sold out of its position in MLNK.
  • Darlington Partners Capital Management was a net seller of stock by $-325M.
  • Darlington Partners Capital Management has $2.5B in assets under management (AUM), dropping by -15.63%.
  • Central Index Key (CIK): 0001854440

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Portfolio Holdings for Darlington Partners Capital Management

Darlington Partners Capital Management holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shift4 Pmts Cl A (FOUR) 14.0 $351M +9% 5.6M 62.97
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salesforce (CRM) 13.3 $332M 1.3M 264.91
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TPG Com Cl A (TPG) 12.6 $315M 4.9M 63.84
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Tko Group Holdings Cl A (TKO) 11.3 $282M 1.4M 209.00
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Lpl Financial Holdings (LPLA) 11.2 $280M 783k 357.17
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Warner Music Group Corp Com Cl A (WMG) 8.2 $204M -44% 6.7M 30.67
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Global E Online SHS (GLBE) 5.9 $148M NEW 3.8M 39.31
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Cheniere Energy Com New (LNG) 4.1 $103M 531k 194.39
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Liberty Media Corp Del Com Lbty One S C (FWONK) 3.8 $95M -25% 959k 98.51
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Accel Entertainment Com Cl A1 (ACEL) 3.7 $92M 8.1M 11.41
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Blackstone Group Inc Com Cl A (BX) 3.7 $92M 599k 154.14
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Six Flags Entertainment Corp (FUN) 3.2 $80M -40% 5.2M 15.34
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Onestream Cl A (OS) 2.8 $71M 3.8M 18.38
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Lineage (LINE) 2.2 $56M -68% 1.6M 35.00
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Past Filings by Darlington Partners Capital Management

SEC 13F filings are viewable for Darlington Partners Capital Management going back to 2021

View all past filings