Darlington Partners Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $3.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 2992418083
Accession Number: 0001854440-25-000004
Form Type: 13F-HR
CIK: 0001854440
Manager Name: Darlington Partners Capital Management, LP

Data Enrichment

93% identified

13 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $2,992,418.083K total value

14 positions

Manager:

SEC FilingSEC DataHachi Filing

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Shift4 Payments, Inc.

FOUR|82452J109

4766405(+89.9%)

Value:

$389.5B(+49.5%)

Warner Music Group Corp.

WMG|934550203

11995280(+15.7%)

Value:

$376.1B(+17.0%)

TKO Group Holdings, Inc.

TKO|87256C101

2424880(-11.5%)

Value:

$370.5B(-4.8%)

LPL Financial Holdings Inc.

LPLA|50212V100

970737(+3.5%)

Value:

$317.6B(+3.6%)

Salesforce, Inc.

CRM|79466L302

1026852(+0.0%)

Value:

$275.6B(-19.7%)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

7240000(+478.9%)

Value:

$258.3B(+328.5%)

Cheniere Energy, Inc.

LNG|16411R208

943315(-22.7%)

Value:

$218.3B(-16.7%)

Liberty Media Corp

FWONK|531229755

2244329(+0.0%)

Value:

$202.0B(-2.9%)

Lineage, Inc.

LINE|53566V106

3352000(+117.0%)

Value:

$196.5B(+117.2%)

MeridianLink, Inc.

MLNK|58985J105

6767248(+0.0%)

Value:

$125.4B(-10.3%)

Blackstone Inc.

BX|09260D107

599227(+0.0%)

Value:

$83.8B(-18.9%)

OneStream, Inc.

OS|68278B107

3839405

Value:

$81.9B

Accel Entertainment, Inc.

ACEL|00436Q106

8098349(+0.0%)

Value:

$80.3B(-7.1%)

G33033104

1500000

Value:

$16.7B

Instrument	Shares		Other Manager	Value
Shift4 Payments, Inc.(FOURcusip82452J109)	4.8M	QoQ +89.89% (+2.3M) YoY NEW(+4.8M)	All Managers (Combined)	$389.5M	QoQ +49.51% (+$129.0M) YoY NEW(+$389.5M)
Warner Music Group Corp.(WMGcusip934550203)	12.0M	QoQ +15.66% (+1.6M) YoY +118.99% (+6.5M)	All Managers (Combined)	$376.1M	QoQ +16.97% (+$54.6M) YoY +107.92% (+$195.2M)
Tko Group Holdings, Inc.(TKOcusip87256C101)	2.4M	QoQ -11.50% (-315.2K) YoY -18.48% (-550.0K)	All Managers (Combined)	$370.5M	QoQ -4.84% (-$18.8M) YoY +44.15% (-$113.5M)
Lpl Financial Holdings Inc.(LPLAcusip50212V100)	970.7K	QoQ +3.45% (+32.4K) YoY +35.76% (+255.7K)	All Managers (Combined)	$317.6M	QoQ +3.65% (+$11.2M) YoY +68.10% (+$128.7M)
Salesforce, Inc.(CRMcusip79466L302)	1.0M	QoQ 0.00% (-0) YoY +41.70% (+302.2K)	All Managers (Combined)	$275.6M	QoQ -19.73% (-$67.7M) YoY +26.26% (+$57.3M)
Six Flags Entertainment Corporation/New(FUNcusip83001C108)	7.2M	QoQ +478.85% (+6.0M) YoY NEW(+7.2M)	All Managers (Combined)	$258.3M	QoQ +328.46% (+$198.0M) YoY NEW(+$258.3M)
Cheniere Energy, Inc.(LNGcusip16411R208)	943.3K	QoQ -22.69% (-276.9K) YoY +8.79% (+76.3K)	All Managers (Combined)	$218.3M	QoQ -16.74% (-$43.9M) YoY +56.09% (+$78.4M)
Liberty Media Corp(FWONKcusip531229755)	2.2M	QoQ 0.00% (-0) YoY NEW(+2.2M)	All Managers (Combined)	$202.0M	QoQ -2.85% (-$5.9M) YoY NEW(+$202.0M)
Lineage, Inc.(LINEcusip53566V106)	3.4M	QoQ +116.95% (+1.8M) YoY NEW(+3.4M)	All Managers (Combined)	$196.5M	QoQ +117.18% (+$106.0M) YoY NEW(+$196.5M)
Meridianlink, Inc.(MLNKcusip58985J105)	6.8M	QoQ 0.00% (-0) YoY +28.47% (+1.5M)	All Managers (Combined)	$125.4M	QoQ -10.26% (-$14.3M) YoY +27.30% (+$26.9M)
Blackstone Inc.(BXcusip09260D107)	599.2K	QoQ 0.00% (-0) YoY -55.12% (-736.0K)	All Managers (Combined)	$83.8M	QoQ -18.93% (-$19.6M) YoY -52.24% (-$91.6M)
Onestream, Inc.(OScusip68278B107)	3.8M	QoQ NEW(+3.8M) YoY NEW(+3.8M)	All Managers (Combined)	$81.9M	QoQ NEW(+$81.9M) YoY NEW(+$81.9M)
Accel Entertainment, Inc.(ACELcusip00436Q106)	8.1M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$80.3M	QoQ -7.11% (-$6.2M) YoY -15.86% (-$15.1M)
(cusipG33033104)✕	1.5M	QoQ NEW(+1.5M) YoY NEW(+1.5M)	All Managers (Combined)	$16.7M	QoQ NEW(+$16.7M) YoY NEW(+$16.7M)