DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2470.8T
Holdings
13
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | 2,740,089 | $339.0T | 13.72% | |
| 2 | CRMSALESFORCE INC | 1,026,852 | $281.1T | 11.38% | |
| 3 | WMGWARNER MUSIC GROUP CORP | 8,870,280 | $277.6T | 11.24% | |
| 4 | COLDAMERICOLD REALTY TRUST INC | 9,597,159 | $271.3T | 10.98% | |
| 5 | LPLALPL FINL HLDGS INC | 1,099,736 | $255.8T | 10.35% | |
| 6 | LNGCHENIERE ENERGY INC | 1,279,473 | $230.1T | 9.31% | |
| 7 | FOURSHIFT4 PMTS INC | 2,142,514 | $189.8T | 7.68% | |
| 8 | BXBLACKSTONE INC | 1,186,631 | $181.7T | 7.35% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 2,142,261 | $165.9T | 6.71% | |
| 10 | MLNKMERIDIANLINK INC | 6,767,248 | $139.2T | 5.63% | |
| 11 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $94.1T | 3.81% | |
| 12 | OSONESTREAM INC | 850,000 | $28.8T | 1.17% | |
| 13 | —ARES ACQUISITION CORP II | 1,500,000 | $16.4T | 0.66% |