Filed: 11/14/2025ACC: 0001854440-25-000012
📋 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 $2.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$2.96B
Total AUM (reported)
60.12M
Total Shares
Allocation by class
COM$1.06B35.7%
CL A$736.03M24.8%
COM CL A$691.79M23.3%
COM LBTY ONE S C$133.63M4.5%
COMMON STOCK$130.72M4.4%
COM NEW$124.73M4.2%
COM CL A1$89.65M3.0%
Portfolio Concentration
Top 3$1.10B37.1%
4–10$1.48B49.9%
11–25$387.52M13.1%
Top 3 weight
37.1%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 60.12M
Sole
Full voting authority
60.12M
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:
WARNER MUSIC GROUP CORP
SOLEShares12M
TypeSH
Market value$408.56M
13.79%
Sole
12M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares5.07M
TypeSH
Market value$392.55M
13.25%
Sole
5.07M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.25M
TypeSH
Market value$296.69M
10.01%
Sole
1.25M
Shared
0.00
None
0.00
TPG INC
SOLEShares4.93M
TypeSH
Market value$283.23M
9.56%
Sole
4.93M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares1.35M
TypeSH
Market value$272.72M
9.20%
Sole
1.35M
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares785.74K
TypeSH
Market value$261.41M
8.82%
Sole
785.74K
Shared
0.00
None
0.00
LINEAGE INC
SOLEShares5.13M
TypeSH
Market value$198.33M
6.69%
Sole
5.13M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares8.70M
TypeSH
Market value$197.66M
6.67%
Sole
8.70M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.28M
TypeSH
Market value$133.63M
4.51%
Sole
1.28M
Shared
0.00
None
0.00
MERIDIANLINK INC
SOLEShares6.56M
TypeSH
Market value$130.72M
4.41%
Sole
6.56M
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares530.82K
TypeSH
Market value$124.73M
4.21%
Sole
530.82K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares599.23K
TypeSH
Market value$102.38M
3.46%
Sole
599.23K
Shared
0.00
None
0.00
ACCEL ENTERTAINMENT INC
SOLEShares8.10M
TypeSH
Market value$89.65M
3.03%
Sole
8.10M
Shared
0.00
None
0.00
ONESTREAM INC
SOLEShares3.84M
TypeSH
Market value$70.76M
2.39%
Sole
3.84M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WARNER MUSIC GROUP CORPSOLE | COM CL A | 12M | SH | $408.56M 13.79% | 12M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 5.07M | SH | $392.55M 13.25% | 5.07M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.25M | SH | $296.69M 10.01% | 1.25M | 0.00 | 0.00 |
TPG INCSOLE | COM CL A | 4.93M | SH | $283.23M 9.56% | 4.93M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 1.35M | SH | $272.72M 9.20% | 1.35M | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 785.74K | SH | $261.41M 8.82% | 785.74K | 0.00 | 0.00 |
LINEAGE INCSOLE | COM | 5.13M | SH | $198.33M 6.69% | 5.13M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 8.70M | SH | $197.66M 6.67% | 8.70M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.28M | SH | $133.63M 4.51% | 1.28M | 0.00 | 0.00 |
MERIDIANLINK INCSOLE | COMMON STOCK | 6.56M | SH | $130.72M 4.41% | 6.56M | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 530.82K | SH | $124.73M 4.21% | 530.82K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 599.23K | SH | $102.38M 3.46% | 599.23K | 0.00 | 0.00 |
ACCEL ENTERTAINMENT INCSOLE | COM CL A1 | 8.10M | SH | $89.65M 3.03% | 8.10M | 0.00 | 0.00 |
ONESTREAM INCSOLE | CL A | 3.84M | SH | $70.76M 2.39% | 3.84M | 0.00 | 0.00 |