Filed: 8/14/2025ACC: 0001854440-25-000011
📋 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 $3.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$3.14B
Total AUM (reported)
59.27M
Total Shares
Allocation by class
COM$1.08B34.5%
CL A$1.01B32.0%
COM CL A$585.33M18.6%
COM LBTY ONE S C$133.69M4.3%
COM NEW$129.26M4.1%
COMMON STOCK$109.83M3.5%
COM CL A1$95.32M3.0%
Portfolio Concentration
Top 3$1.22B39.0%
4–10$1.51B48.2%
11–25$403.44M12.8%
Top 3 weight
39.0%
Top 10 weight
87.2%
Voting Authority Distribution
Total shares with voting rights: 59.27M
Sole
Full voting authority
59.27M
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
SOLEShares4.97M
TypeSH
Market value$492.22M
15.67%
Sole
4.97M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares2.22M
TypeSH
Market value$404.82M
12.89%
Sole
2.22M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares12M
TypeSH
Market value$326.75M
10.40%
Sole
12M
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares785.74K
TypeSH
Market value$294.63M
9.38%
Sole
785.74K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.03M
TypeSH
Market value$280.01M
8.91%
Sole
1.03M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares8.70M
TypeSH
Market value$264.74M
8.43%
Sole
8.70M
Shared
0.00
None
0.00
TPG INC
SOLEShares4.93M
TypeSH
Market value$258.58M
8.23%
Sole
4.93M
Shared
0.00
None
0.00
LINEAGE INC
SOLEShares3.53M
TypeSH
Market value$153.50M
4.89%
Sole
3.53M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.28M
TypeSH
Market value$133.69M
4.26%
Sole
1.28M
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares530.82K
TypeSH
Market value$129.26M
4.11%
Sole
530.82K
Shared
0.00
None
0.00
MERIDIANLINK INC
SOLEShares6.77M
TypeSH
Market value$109.83M
3.50%
Sole
6.77M
Shared
0.00
None
0.00
ONESTREAM INC
SOLEShares3.84M
TypeSH
Market value$108.66M
3.46%
Sole
3.84M
Shared
0.00
None
0.00
ACCEL ENTERTAINMENT INC
SOLEShares8.10M
TypeSH
Market value$95.32M
3.03%
Sole
8.10M
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares599.23K
TypeSH
Market value$89.63M
2.85%
Sole
599.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHIFT4 PMTS INCSOLE | CL A | 4.97M | SH | $492.22M 15.67% | 4.97M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 2.22M | SH | $404.82M 12.89% | 2.22M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 12M | SH | $326.75M 10.40% | 12M | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 785.74K | SH | $294.63M 9.38% | 785.74K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.03M | SH | $280.01M 8.91% | 1.03M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 8.70M | SH | $264.74M 8.43% | 8.70M | 0.00 | 0.00 |
TPG INCSOLE | COM CL A | 4.93M | SH | $258.58M 8.23% | 4.93M | 0.00 | 0.00 |
LINEAGE INCSOLE | COM | 3.53M | SH | $153.50M 4.89% | 3.53M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.28M | SH | $133.69M 4.26% | 1.28M | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 530.82K | SH | $129.26M 4.11% | 530.82K | 0.00 | 0.00 |
MERIDIANLINK INCSOLE | COMMON STOCK | 6.77M | SH | $109.83M 3.50% | 6.77M | 0.00 | 0.00 |
ONESTREAM INCSOLE | CL A | 3.84M | SH | $108.66M 3.46% | 3.84M | 0.00 | 0.00 |
ACCEL ENTERTAINMENT INCSOLE | COM CL A1 | 8.10M | SH | $95.32M 3.03% | 8.10M | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 599.23K | SH | $89.63M 2.85% | 599.23K | 0.00 | 0.00 |