DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.1B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FOURSHIFT4 PMTS INC | 4,966,405 | $492.2M | 15.67% | |
| 2 | TKOTKO GROUP HOLDINGS INC | 2,224,880 | $404.8M | 12.89% | |
| 3 | WMGWARNER MUSIC GROUP CORP | 11,995,280 | $326.8M | 10.40% | |
| 4 | LPLALPL FINL HLDGS INC | 785,737 | $294.6M | 9.38% | |
| 5 | CRMSALESFORCE INC | 1,026,852 | $280.0M | 8.91% | |
| 6 | FUNSIX FLAGS ENTERTAINMENT CORP | 8,700,000 | $264.7M | 8.43% | |
| 7 | TPGTPG INC | 4,930,047 | $258.6M | 8.23% | |
| 8 | LINELINEAGE INC | 3,527,000 | $153.5M | 4.89% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 1,279,329 | $133.7M | 4.26% | |
| 10 | LNGCHENIERE ENERGY INC | 530,815 | $129.3M | 4.11% | |
| 11 | MLNKMERIDIANLINK INC | 6,767,248 | $109.8M | 3.50% | |
| 12 | OSONESTREAM INC | 3,839,405 | $108.7M | 3.46% | |
| 13 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $95.3M | 3.03% | |
| 14 | BXBLACKSTONE INC | 599,227 | $89.6M | 2.85% |