DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.5B

Holdings

13

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (13 positions)

#StockSharesValue% PortfolioType
1
TKOTKO GROUP HOLDINGS INC
2,740,089$339.0T13719297.80%
2
CRMSALESFORCE INC
1,026,852$281.1T11375249.35%
3
WMGWARNER MUSIC GROUP CORP
8,870,280$277.6T11236836.81%
4
COLDAMERICOLD REALTY TRUST INC
9,597,159$271.3T10980722.24%
5
LPLALPL FINL HLDGS INC
1,099,736$255.8T10354200.50%
6
LNGCHENIERE ENERGY INC
1,279,473$230.1T9312790.35%
7
FOURSHIFT4 PMTS INC
2,142,514$189.8T7682804.76%
8
BXBLACKSTONE INC
1,186,631$181.7T7354249.84%
9
FWONALIBERTY MEDIA CORP DEL
2,142,261$165.9T6713423.55%
10
MLNKMERIDIANLINK INC
6,767,248$139.2T5633895.54%
11
ACELACCEL ENTERTAINMENT INC
8,098,349$94.1T3808597.01%
12
OSONESTREAM INC
850,000$28.8T1166221.47%
13
ARES ACQUISITION CORP II
1,500,000$16.4T661728.99%