DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

PrivateCIK: 1854440
Location

GREENBRAE, CA

10
Positions
$2.27B
Total AUM (reported)
51.07M
Total Shares

Allocation by class

TOTAL AUM$2.27B10 positions
COM$754.74M33.3%
CL A$620.19M27.4%
COM CL A$546.48M24.1%
SHS$241.78M10.7%
COM CL A1$102.12M4.5%

Portfolio Concentration

Top 343.8%4–1056.2%TOP 10100.0%0%100%
Top 3$993.01M43.8%
4–10$1.27B56.2%

Top 3 weight

43.8%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 51.07M

Sole

Full voting authority

51.07M

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)

Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:

TPG INC

SOLE
COM CL A
Shares9M
TypeSH
Market value$364.95M
16.11%
Sole
9M
Shared
0.00
None
0.00

SHIFT4 PMTS INC

SOLE
CL A
Shares7.16M
TypeSH
Market value$348.35M
15.38%
Sole
7.16M
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares993.01K
TypeSH
Market value$279.71M
12.35%
Sole
993.01K
Shared
0.00
None
0.00

TKO GROUP HOLDINGS INC

SOLE
CL A
Shares1.35M
TypeSH
Market value$271.84M
12.00%
Sole
1.35M
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares1.56M
TypeSH
Market value$244.68M
10.80%
Sole
1.56M
Shared
0.00
None
0.00

GLOBAL E ONLINE LTD

SOLE
SHS
Shares6.96M
TypeSH
Market value$241.78M
10.67%
Sole
6.96M
Shared
0.00
None
0.00

WARNER MUSIC GROUP CORP

SOLE
COM CL A
Shares6.71M
TypeSH
Market value$181.53M
8.01%
Sole
6.71M
Shared
0.00
None
0.00

SIX FLAGS ENTERTAINMENT CORP

SOLE
COM
Shares7.70M
TypeSH
Market value$164.01M
7.24%
Sole
7.70M
Shared
0.00
None
0.00

ACCEL ENTERTAINMENT INC

SOLE
COM CL A1
Shares8.10M
TypeSH
Market value$102.12M
4.51%
Sole
8.10M
Shared
0.00
None
0.00

LINEAGE INC

SOLE
COM
Shares1.53M
TypeSH
Market value$66.34M
2.93%
Sole
1.53M
Shared
0.00
None
0.00