Filed: 2/17/2026ACC: 0001854440-26-000002
📋 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 $2.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$2.50B
Total AUM (reported)
45.13M
Total Shares
Allocation by class
COM$839.63M33.6%
CL A$703.65M28.1%
COM CL A$518.75M20.8%
SHS$147.82M5.9%
COM NEW$103.19M4.1%
COM LBTY ONE S C$94.50M3.8%
COM CL A1$92.40M3.7%
Portfolio Concentration
Top 3$997.21M39.9%
4–10$1.20B48.2%
11–25$298.90M12.0%
Top 3 weight
39.9%
Top 10 weight
88.0%
Voting Authority Distribution
Total shares with voting rights: 45.13M
Sole
Full voting authority
45.13M
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
SOLEShares5.57M
TypeSH
Market value$350.85M
14.03%
Sole
5.57M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.25M
TypeSH
Market value$331.63M
13.27%
Sole
1.25M
Shared
0.00
None
0.00
TPG INC
SOLEShares4.93M
TypeSH
Market value$314.73M
12.59%
Sole
4.93M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares1.35M
TypeSH
Market value$282.23M
11.29%
Sole
1.35M
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares783.01K
TypeSH
Market value$279.67M
11.19%
Sole
783.01K
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares6.65M
TypeSH
Market value$204.01M
8.16%
Sole
6.65M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares3.76M
TypeSH
Market value$147.82M
5.91%
Sole
3.76M
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares530.82K
TypeSH
Market value$103.19M
4.13%
Sole
530.82K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares959.33K
TypeSH
Market value$94.50M
3.78%
Sole
959.33K
Shared
0.00
None
0.00
ACCEL ENTERTAINMENT INC
SOLEShares8.10M
TypeSH
Market value$92.40M
3.70%
Sole
8.10M
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares599.23K
TypeSH
Market value$92.36M
3.69%
Sole
599.23K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares5.20M
TypeSH
Market value$79.77M
3.19%
Sole
5.20M
Shared
0.00
None
0.00
ONESTREAM INC
SOLEShares3.84M
TypeSH
Market value$70.57M
2.82%
Sole
3.84M
Shared
0.00
None
0.00
LINEAGE INC
SOLEShares1.61M
TypeSH
Market value$56.20M
2.25%
Sole
1.61M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHIFT4 PMTS INCSOLE | CL A | 5.57M | SH | $350.85M 14.03% | 5.57M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.25M | SH | $331.63M 13.27% | 1.25M | 0.00 | 0.00 |
TPG INCSOLE | COM CL A | 4.93M | SH | $314.73M 12.59% | 4.93M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 1.35M | SH | $282.23M 11.29% | 1.35M | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 783.01K | SH | $279.67M 11.19% | 783.01K | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 6.65M | SH | $204.01M 8.16% | 6.65M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 3.76M | SH | $147.82M 5.91% | 3.76M | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 530.82K | SH | $103.19M 4.13% | 530.82K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 959.33K | SH | $94.50M 3.78% | 959.33K | 0.00 | 0.00 |
ACCEL ENTERTAINMENT INCSOLE | COM CL A1 | 8.10M | SH | $92.40M 3.70% | 8.10M | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 599.23K | SH | $92.36M 3.69% | 599.23K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 5.20M | SH | $79.77M 3.19% | 5.20M | 0.00 | 0.00 |
ONESTREAM INCSOLE | CL A | 3.84M | SH | $70.57M 2.82% | 3.84M | 0.00 | 0.00 |
LINEAGE INCSOLE | COM | 1.61M | SH | $56.20M 2.25% | 1.61M | 0.00 | 0.00 |