DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.5B
Holdings
14
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FOURSHIFT4 PMTS INC | 5,571,725 | $350.9M | 14.03% | |
| 2 | CRMSALESFORCE INC | 1,251,852 | $331.6M | 13.27% | |
| 3 | TPGTPG INC | 4,930,047 | $314.7M | 12.59% | |
| 4 | TKOTKO GROUP HOLDINGS INC | 1,350,367 | $282.2M | 11.29% | |
| 5 | LPLALPL FINL HLDGS INC | 783,006 | $279.7M | 11.19% | |
| 6 | WMGWARNER MUSIC GROUP CORP | 6,651,884 | $204.0M | 8.16% | |
| 7 | GLBEGLOBAL E ONLINE LTD | 3,760,279 | $147.8M | 5.91% | |
| 8 | LNGCHENIERE ENERGY INC | 530,815 | $103.2M | 4.13% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 959,329 | $94.5M | 3.78% | |
| 10 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $92.4M | 3.70% | |
| 11 | BXBLACKSTONE INC | 599,227 | $92.4M | 3.69% | |
| 12 | FUNSIX FLAGS ENTERTAINMENT CORP | 5,200,000 | $79.8M | 3.19% | |
| 13 | OSONESTREAM INC | 3,839,405 | $70.6M | 2.82% | |
| 14 | LINELINEAGE INC | 1,605,810 | $56.2M | 2.25% |