Filed: 5/15/2025ACC: 0001854440-25-000004
📋 What this filing means
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $2.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$2.99B
Total AUM (reported)
55.77M
Total Shares
Allocation by class
COM$1.13B37.8%
CL A$841.94M28.1%
COM CL A$376.05M12.6%
COM NEW$218.28M7.3%
COM LBTY ONE S C$202.01M6.8%
COMMON STOCK$125.40M4.2%
COM CL A1$80.34M2.7%
Portfolio Concentration
Top 3$1.14B38.0%
4–10$1.59B53.3%
11–25$262.75M8.8%
Top 3 weight
38.0%
Top 10 weight
91.2%
Voting Authority Distribution
Total shares with voting rights: 55.77M
Sole
Full voting authority
55.77M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
SHIFT4 PMTS INC
SOLEShares4.77M
TypeSH
Market value$389.46M
13.01%
Sole
4.77M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares12M
TypeSH
Market value$376.05M
12.57%
Sole
12M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares2.42M
TypeSH
Market value$370.55M
12.38%
Sole
2.42M
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares970.74K
TypeSH
Market value$317.57M
10.61%
Sole
970.74K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.03M
TypeSH
Market value$275.57M
9.21%
Sole
1.03M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares7.24M
TypeSH
Market value$258.25M
8.63%
Sole
7.24M
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares943.32K
TypeSH
Market value$218.28M
7.29%
Sole
943.32K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares2.24M
TypeSH
Market value$202.01M
6.75%
Sole
2.24M
Shared
0.00
None
0.00
LINEAGE INC
SOLEShares3.35M
TypeSH
Market value$196.53M
6.57%
Sole
3.35M
Shared
0.00
None
0.00
MERIDIANLINK INC
SOLEShares6.77M
TypeSH
Market value$125.40M
4.19%
Sole
6.77M
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares599.23K
TypeSH
Market value$83.76M
2.80%
Sole
599.23K
Shared
0.00
None
0.00
ONESTREAM INC
SOLEShares3.84M
TypeSH
Market value$81.93M
2.74%
Sole
3.84M
Shared
0.00
None
0.00
ACCEL ENTERTAINMENT INC
SOLEShares8.10M
TypeSH
Market value$80.34M
2.68%
Sole
8.10M
Shared
0.00
None
0.00
ARES ACQUISITION CORP II
SOLEShares1.50M
TypeSH
Market value$16.73M
0.56%
Sole
1.50M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHIFT4 PMTS INCSOLE | CL A | 4.77M | SH | $389.46M 13.01% | 4.77M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 12M | SH | $376.05M 12.57% | 12M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 2.42M | SH | $370.55M 12.38% | 2.42M | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 970.74K | SH | $317.57M 10.61% | 970.74K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.03M | SH | $275.57M 9.21% | 1.03M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 7.24M | SH | $258.25M 8.63% | 7.24M | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 943.32K | SH | $218.28M 7.29% | 943.32K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 2.24M | SH | $202.01M 6.75% | 2.24M | 0.00 | 0.00 |
LINEAGE INCSOLE | COM | 3.35M | SH | $196.53M 6.57% | 3.35M | 0.00 | 0.00 |
MERIDIANLINK INCSOLE | COMMON STOCK | 6.77M | SH | $125.40M 4.19% | 6.77M | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 599.23K | SH | $83.76M 2.80% | 599.23K | 0.00 | 0.00 |
ONESTREAM INCSOLE | CL A | 3.84M | SH | $81.93M 2.74% | 3.84M | 0.00 | 0.00 |
ACCEL ENTERTAINMENT INCSOLE | COM CL A1 | 8.10M | SH | $80.34M 2.68% | 8.10M | 0.00 | 0.00 |
ARES ACQUISITION CORP IISOLE | SHS CLASS A | 1.50M | SH | $16.73M 0.56% | 1.50M | 0.00 | 0.00 |