DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2035.1T
Holdings
11
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | 3,065,703 | $331.1T | 16.27% | |
| 2 | CRMSALESFORCE INC | 1,058,855 | $272.2T | 13.38% | |
| 3 | LNGCHENIERE ENERGY INC | 1,514,155 | $264.7T | 13.01% | |
| 4 | WMGWARNER MUSIC GROUP CORP | 8,072,372 | $247.4T | 12.16% | |
| 5 | COLDAMERICOLD REALTY TRUST INC | 9,018,040 | $230.3T | 11.32% | |
| 6 | LPLALPL FINL HLDGS INC | 783,290 | $218.8T | 10.75% | |
| 7 | BXBLACKSTONE INC | 1,462,700 | $181.1T | 8.90% | |
| 8 | MLNKMERIDIANLINK INC | 5,267,248 | $112.5T | 5.53% | |
| 9 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $83.1T | 4.08% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 1,083,816 | $77.9T | 3.83% | |
| 11 | —ARES ACQUISITION CORP II | 1,500,000 | $16.1T | 0.79% |