DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.1B
Holdings
19
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WMGWARNER MUSIC GROUP CORP | 4,478,221 | $156.8T | 14316989.34% | |
| 2 | BXBLACKSTONE INC | 1,995,576 | $148.1T | 13515859.88% | |
| 3 | VRRMVERRA MOBILITY CORP | 9,537,546 | $131.9T | 12041729.41% | |
| 4 | LPLALPL FINL HLDGS INC | 598,994 | $129.5T | 11820828.96% | |
| 5 | COLDAMERICOLD REALTY TRUST INC | 3,946,103 | $111.7T | 10198547.55% | |
| 6 | LNGCHENIERE ENERGY INC | 744,656 | $111.7T | 10194388.13% | |
| 7 | 2JEFOCUS FINL PARTNERS INC | 2,537,776 | $94.6T | 8634609.86% | |
| 8 | ACELACCEL ENTERTAINMENT INC | 7,596,178 | $58.5T | 5339688.22% | |
| 9 | MLNKMERIDIANLINK INC | 4,090,854 | $56.2T | 5127604.89% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 830,631 | $49.7T | 4533087.30% | |
| 11 | —LAZARD GROWTH ACQUISITION CORP | 1,634,034 | $16.5T | 1503666.99% | |
| 12 | —SCREAMING EAGLE ACQUISITN CORP | 900,000 | $9.0T | 823266.17% | |
| 13 | —TCV ACQUISITION CORP CL A SHS | 792,196 | $7.9T | 723568.71% | |
| 14 | —BILANDER ACQUISITION CORP UNIT EX 051926 | 500,000 | $5.0T | 452120.84% | |
| 15 | —KHOSLA VENTURES ACQUISITION | 450,000 | $4.5T | 409989.84% | |
| 16 | SLAMFSLAM CORP UNIT | 175,000 | $1.8T | 161357.61% | |
| 17 | —PERIMETER SOLUTIONS SA | 1,490,000 | $1.1T | 103378.42% | |
| 18 | GOOGLALPHABET INC | 10,209 | $900.7B | 82229.85% | |
| 19 | —CELLEBRITE DI LTD | 304,300 | $188.1B | 17170.82% |