DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.6B
Holdings
15
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BXBLACKSTONE INC | 1,831,519 | $196.2T | 12081136.44% | |
| 2 | VRRMVERRA MOBILITY CORP | 10,386,972 | $194.2T | 11958460.81% | |
| 3 | LNGCHENIERE ENERGY INC | 1,100,970 | $182.7T | 11249251.57% | |
| 4 | WMGWARNER MUSIC GROUP CORP | 5,755,387 | $180.7T | 11126252.16% | |
| 5 | LPLALPL FINL HLDGS INC | 722,617 | $171.7T | 10572816.90% | |
| 6 | CRMSALESFORCE INC | 748,025 | $151.7T | 9338689.83% | |
| 7 | TKOTKO GROUP HOLDINGS INC | 1,798,280 | $151.2T | 9306607.94% | |
| 8 | COLDAMERICOLD REALTY TRUST INC | 4,902,317 | $149.1T | 9178305.92% | |
| 9 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $88.7T | 5459530.90% | |
| 10 | MLNKMERIDIANLINK INC | 4,167,248 | $71.1T | 4376965.19% | |
| 11 | FWONALIBERTY MEDIA CORP DEL | 986,907 | $61.5T | 3785375.73% | |
| 12 | —ARES ACQUISITION CORP II | 1,500,000 | $15.6T | 959514.46% | |
| 13 | —SCREAMING EAGLE ACQUISITN CORP | 900,000 | $9.4T | 581803.76% | |
| 14 | —CELLEBRITE DI LTD | 304,300 | $386.5B | 23793.07% | |
| 15 | —PERIMETER SOLUTIONS SA | 1,490,000 | $25.2B | 1550.31% |