DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.7B
Holdings
13
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | 2,974,835 | $257.1T | 14752091.65% | |
| 2 | CRMSALESFORCE INC | 724,657 | $218.3T | 12525219.20% | |
| 3 | COLDAMERICOLD REALTY TRUST INC | 7,834,469 | $195.2T | 11204289.41% | |
| 4 | LPLALPL FINL HLDGS INC | 715,014 | $188.9T | 10841118.06% | |
| 5 | WMGWARNER MUSIC GROUP CORP | 5,477,378 | $180.9T | 10379501.54% | |
| 6 | BXBLACKSTONE INC | 1,335,202 | $175.4T | 10066300.47% | |
| 7 | LNGCHENIERE ENERGY INC | 867,059 | $139.8T | 8025200.32% | |
| 8 | VRRMVERRA MOBILITY CORP | 4,486,993 | $112.0T | 6429847.14% | |
| 9 | MLNKMERIDIANLINK INC | 5,267,248 | $98.5T | 5652649.93% | |
| 10 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $95.5T | 5479450.53% | |
| 11 | FWONALIBERTY MEDIA CORP DEL | 989,344 | $64.9T | 3724584.88% | |
| 12 | —ARES ACQUISITION CORP II | 1,500,000 | $15.9T | 911620.19% | |
| 13 | —SCREAMING EAGLE ACQUISITN CO | 300,000 | $141.8B | 8134.85% |