Darlington Partners Capital Management as of Sept. 30, 2024
Portfolio Holdings for Darlington Partners Capital Management
Darlington Partners Capital Management holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Tko Group Holdings Cl A (TKO) | 13.7 | $339M | 2.7M | 123.71 | |
salesforce (CRM) | 11.4 | $281M | 1.0M | 273.71 | |
Warner Music Group Corp Com Cl A (WMG) | 11.2 | $278M | 8.9M | 31.30 | |
Americold Rlty Tr (COLD) | 11.0 | $271M | 9.6M | 28.27 | |
Lpl Financial Holdings (LPLA) | 10.4 | $256M | 1.1M | 232.63 | |
Cheniere Energy Com New (LNG) | 9.3 | $230M | 1.3M | 179.84 | |
Shift4 Pmts Cl A (FOUR) | 7.7 | $190M | 2.1M | 88.60 | |
Blackstone Group Inc Com Cl A (BX) | 7.4 | $182M | 1.2M | 153.13 | |
Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.7 | $166M | 2.1M | 77.43 | |
Meridianlink Common Stock (MLNK) | 5.6 | $139M | 6.8M | 20.57 | |
Accel Entertainment Com Cl A1 (ACEL) | 3.8 | $94M | 8.1M | 11.62 | |
Onestream Cl A (OS) | 1.2 | $29M | 850k | 33.90 | |
Ares Acquisition Corp Ii Unit 99/99/9999 (AACT.U) | 0.7 | $16M | 1.5M | 10.90 |