DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.7B
Holdings
14
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | 2,740,089 | $389.4M | 14.55% | |
| 2 | CRMSALESFORCE INC | 1,026,852 | $343.3M | 12.83% | |
| 3 | WMGWARNER MUSIC GROUP CORP | 10,370,280 | $321.5M | 12.01% | |
| 4 | LPLALPL FINL HLDGS INC | 938,354 | $306.4M | 11.45% | |
| 5 | LNGCHENIERE ENERGY INC | 1,220,223 | $262.2M | 9.80% | |
| 6 | FOURSHIFT4 PMTS INC | 2,510,014 | $260.5M | 9.73% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 2,244,329 | $208.0M | 7.77% | |
| 8 | MLNKMERIDIANLINK INC | 6,767,248 | $139.7M | 5.22% | |
| 9 | BXBLACKSTONE INC | 599,227 | $103.3M | 3.86% | |
| 10 | LINELINEAGE INC | 1,545,000 | $90.5M | 3.38% | |
| 11 | COLDAMERICOLD REALTY TRUST INC | 4,112,511 | $88.0M | 3.29% | |
| 12 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $86.5M | 3.23% | |
| 13 | FUNSIX FLAGS ENTERTAINMENT CORP | 1,250,750 | $60.3M | 2.25% | |
| 14 | —ARES ACQUISITION CORP II | 1,500,000 | $16.6M | 0.62% |