DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$3.0B

Holdings

14

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (14 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	FOURSHIFT4 PMTS INC	4,766,405	$389.5M	13.01%
2	WMGWARNER MUSIC GROUP CORP	11,995,280	$376.1M	12.57%
3	TKOTKO GROUP HOLDINGS INC	2,424,880	$370.5M	12.38%
4	LPLALPL FINL HLDGS INC	970,737	$317.6M	10.61%
5	CRMSALESFORCE INC	1,026,852	$275.6M	9.21%
6	FUNSIX FLAGS ENTERTAINMENT CORP	7,240,000	$258.3M	8.63%
7	LNGCHENIERE ENERGY INC	943,315	$218.3M	7.29%
8	FWONALIBERTY MEDIA CORP DEL	2,244,329	$202.0M	6.75%
9	LINELINEAGE INC	3,352,000	$196.5M	6.57%
10	MLNKMERIDIANLINK INC	6,767,248	$125.4M	4.19%
11	BXBLACKSTONE INC	599,227	$83.8M	2.80%
12	OSONESTREAM INC	3,839,405	$81.9M	2.74%
13	ACELACCEL ENTERTAINMENT INC	8,098,349	$80.3M	2.68%
14	—ARES ACQUISITION CORP II	1,500,000	$16.7M	0.56%