DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.4B
Holdings
36
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WMGWARNER MUSIC GROUP CORP | 5,258,994 | $199.1M | 14.29% | |
| 2 | VRRMVERRA MOBILITY CORP | 10,953,915 | $178.3M | 12.80% | |
| 3 | LPLALPL FINL HLDGS INC | 907,679 | $165.8M | 11.90% | |
| 4 | LNGCHENIERE ENERGY INC | 1,013,899 | $140.6M | 10.09% | |
| 5 | BXBLACKSTONE INC | 811,217 | $103.0M | 7.39% | |
| 6 | 2JEFOCUS FINL PARTNERS INC | 1,913,492 | $87.5M | 6.28% | |
| 7 | ACELACCEL ENTERTAINMENT INC | 6,955,429 | $84.7M | 6.08% | |
| 8 | COLDAMERICOLD RLTY TR | 2,930,879 | $81.7M | 5.87% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 850,613 | $59.4M | 4.26% | |
| 10 | MLNKMERIDIANLINK INC | 2,806,569 | $50.8M | 3.65% | |
| 11 | —DATTO HLDG CORP | 1,691,409 | $45.2M | 3.24% | |
| 12 | GDRXGOODRX HLDGS INC | 1,560,488 | $30.2M | 2.17% | |
| 13 | —INSTRUCTURE HLDGS INC | 1,050,000 | $21.1M | 1.51% | |
| 14 | —LAZARD GROWTH ACQUISITION CORP | 1,634,034 | $16.2M | 1.16% | |
| 15 | —GORES TECHNOLOGY PARTNERS II | 1,600,000 | $15.9M | 1.14% | |
| 16 | MVSTMICROVAST HOLDINGS INC | 1,500,000 | $10.1M | 0.72% | |
| 17 | —LIBERTY MEDIA ACQUISITION CORP | 1,000,000 | $10.0M | 0.72% | |
| 18 | —GORES TECHNOLOGY PARTNERS INC | 1,000,000 | $9.9M | 0.71% | |
| 19 | —REVOLUTION HEALTHCAR AQ CORP | 974,092 | $9.6M | 0.69% | |
| 20 | —SCREAMING EAGLE ACQUISITN CORP | 900,000 | $9.0M | 0.65% | |
| 21 | —HEALTH ASSURN ACQUISITION CORP | 869,136 | $8.6M | 0.62% | |
| 22 | —TCV ACQUISITION CORP | 792,196 | $7.7M | 0.56% | |
| 23 | —INTERPRIVATE III FINANCIAL PA | 750,000 | $7.5M | 0.54% | |
| 24 | —INTERPRIVATE II ACQUISITION CO | 750,000 | $7.4M | 0.53% | |
| 25 | HIPOGBPHIPPO HLDGS INC | 3,000,000 | $6.0M | 0.43% | |
| 26 | —BILANDER ACQUISITION CORP | 500,000 | $4.9M | 0.35% | |
| 27 | —INTERPRIVATE IV INFRATECH PRTN | 500,000 | $4.9M | 0.35% | |
| 28 | —KHOSLA VENTURES ACQUISITION | 450,000 | $4.4M | 0.32% | |
| 29 | —ADVANCED MERGER PARTNERS INC | 400,000 | $3.9M | 0.28% | |
| 30 | —ALTIMETER GROWTH CORP 2 | 349,719 | $3.4M | 0.25% | |
| 31 | —ARGUS CAPITAL CORP | 300,000 | $3.1M | 0.22% | |
| 32 | SLAMFSLAM CORP | 175,000 | $1.7M | 0.12% | |
| 33 | DNABWGINKGO BIOWORKS HOLDINGS INC | 527,794 | $465K | 0.03% | |
| 34 | —CELLEBRITE DI LTD | 304,300 | $386K | 0.03% | |
| 35 | —MULTIPLAN CORPORATION | 275,000 | $283K | 0.02% | |
| 36 | —NERDY INC | 200,000 | $234K | 0.02% |