DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK: 0001854440SEC EDGAR →
Portfolio Value
$2.5M
Holdings
14
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 5,571,725 | $351K | 14.03% |
| 2 | SALESFORCE INC | 1,251,852 | $332K | 13.27% |
| 3 | TPG INC | 4,930,047 | $315K | 12.59% |
| 4 | TKO GROUP HOLDINGS INC | 1,350,367 | $282K | 11.29% |
| 5 | LPL FINL HLDGS INC | 783,006 | $280K | 11.19% |
| 6 | WARNER MUSIC GROUP CORP | 6,651,884 | $204K | 8.16% |
| 7 | GLOBAL E ONLINE LTD | 3,760,279 | $148K | 5.91% |
| 8 | CHENIERE ENERGY INC | 530,815 | $103K | 4.13% |
| 9 | LIBERTY MEDIA CORP DEL | 959,329 | $95K | 3.78% |
| 10 | ACCEL ENTERTAINMENT INC | 8,098,349 | $92K | 3.70% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $753K | 30.1% |
| Financial Services | 3 | $687K | 27.5% |
| Communication Services | 3 | $581K | 23.2% |
| Consumer Cyclical | 3 | $320K | 12.8% |
| Energy | 1 | $103K | 4.1% |
| Real Estate | 1 | $56K | 2.2% |