DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.0B
Holdings
14
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WMGWARNER MUSIC GROUP CORP | 11,995,280 | $408.6M | 13.79% | |
| 2 | FOURSHIFT4 PMTS INC | 5,071,725 | $392.6M | 13.25% | |
| 3 | CRMSALESFORCE INC | 1,251,852 | $296.7M | 10.01% | |
| 4 | TPGTPG INC | 4,930,047 | $283.2M | 9.56% | |
| 5 | TKOTKO GROUP HOLDINGS INC | 1,350,367 | $272.7M | 9.20% | |
| 6 | LPLALPL FINL HLDGS INC | 785,737 | $261.4M | 8.82% | |
| 7 | LINELINEAGE INC | 5,132,810 | $198.3M | 6.69% | |
| 8 | FUNSIX FLAGS ENTERTAINMENT CORP | 8,700,000 | $197.7M | 6.67% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 1,279,329 | $133.6M | 4.51% | |
| 10 | MLNKMERIDIANLINK INC | 6,558,899 | $130.7M | 4.41% | |
| 11 | LNGCHENIERE ENERGY INC | 530,815 | $124.7M | 4.21% | |
| 12 | BXBLACKSTONE INC | 599,227 | $102.4M | 3.46% | |
| 13 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $89.6M | 3.03% | |
| 14 | OSONESTREAM INC | 3,839,405 | $70.8M | 2.39% |