DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$3.0B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FOURSHIFT4 PMTS INC | 4,766,405 | $389.5M | 13.01% | |
| 2 | WMGWARNER MUSIC GROUP CORP | 11,995,280 | $376.1M | 12.57% | |
| 3 | TKOTKO GROUP HOLDINGS INC | 2,424,880 | $370.5M | 12.38% | |
| 4 | LPLALPL FINL HLDGS INC | 970,737 | $317.6M | 10.61% | |
| 5 | CRMSALESFORCE INC | 1,026,852 | $275.6M | 9.21% | |
| 6 | FUNSIX FLAGS ENTERTAINMENT CORP | 7,240,000 | $258.3M | 8.63% | |
| 7 | LNGCHENIERE ENERGY INC | 943,315 | $218.3M | 7.29% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 2,244,329 | $202.0M | 6.75% | |
| 9 | LINELINEAGE INC | 3,352,000 | $196.5M | 6.57% | |
| 10 | MLNKMERIDIANLINK INC | 6,767,248 | $125.4M | 4.19% | |
| 11 | BXBLACKSTONE INC | 599,227 | $83.8M | 2.80% | |
| 12 | OSONESTREAM INC | 3,839,405 | $81.9M | 2.74% | |
| 13 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $80.3M | 2.68% | |
| 14 | —ARES ACQUISITION CORP II | 1,500,000 | $16.7M | 0.56% |