DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.6T

Holdings

15

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (15 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	BXBLACKSTONE INC	1,831,519	$196.2B	12.08%
2	VRRMVERRA MOBILITY CORP	10,386,972	$194.2B	11.96%
3	LNGCHENIERE ENERGY INC	1,100,970	$182.7B	11.25%
4	WMGWARNER MUSIC GROUP CORP	5,755,387	$180.7B	11.13%
5	LPLALPL FINL HLDGS INC	722,617	$171.7B	10.57%
6	CRMSALESFORCE INC	748,025	$151.7B	9.34%
7	TKOTKO GROUP HOLDINGS INC	1,798,280	$151.2B	9.31%
8	COLDAMERICOLD REALTY TRUST INC	4,902,317	$149.1B	9.18%
9	ACELACCEL ENTERTAINMENT INC	8,098,349	$88.7B	5.46%
10	MLNKMERIDIANLINK INC	4,167,248	$71.1B	4.38%
11	FWONALIBERTY MEDIA CORP DEL	986,907	$61.5B	3.79%
12	—ARES ACQUISITION CORP II	1,500,000	$15.6B	0.96%
13	—SCREAMING EAGLE ACQUISITN CORP	900,000	$9.4B	0.58%
14	—CELLEBRITE DI LTD	304,300	$386.5M	0.02%
15	—PERIMETER SOLUTIONS SA	1,490,000	$25.2M	0.00%