DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.5B
Holdings
15
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BXBLACKSTONE INC | 2,385,051 | $221.7T | 15199540.39% | |
| 2 | VRRMVERRA MOBILITY CORP | 9,018,403 | $177.8T | 12190639.94% | |
| 3 | LNGCHENIERE ENERGY INC | 1,075,026 | $163.8T | 11227417.87% | |
| 4 | WMGWARNER MUSIC GROUP CORP | 6,060,863 | $158.1T | 10839231.78% | |
| 5 | COLDAMERICOLD REALTY TRUST INC | 4,786,224 | $154.6T | 10597062.55% | |
| 6 | CRMSALESFORCE INC | 730,428 | $154.3T | 10577539.20% | |
| 7 | LPLALPL FINL HLDGS INC | 705,468 | $153.4T | 10514454.35% | |
| 8 | MLNKMERIDIANLINK INC | 4,167,248 | $86.7T | 5941589.39% | |
| 9 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $85.5T | 5862061.37% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 963,688 | $72.5T | 4972857.56% | |
| 11 | —ARES ACQUISITION CORP II | 1,500,000 | $15.4T | 1053913.77% | |
| 12 | —SCREAMING EAGLE ACQUISITN CORP | 900,000 | $9.3T | 638517.52% | |
| 13 | —BILANDER ACQUISITION CORP UNIT EX 051926 | 500,000 | $5.1T | 348905.44% | |
| 14 | —CELLEBRITE DI LTD | 304,300 | $377.3B | 25865.07% | |
| 15 | —PERIMETER SOLUTIONS SA | 1,490,000 | $152.7B | 10468.88% |