Darlington Partners Capital Management, Lp Top Holdings and 13F Report (2025) About Darlington Partners Capital Management, LpInvestment ActivityDarlington Partners Capital Management, Lp has $3.14 billion in total holdings as of June 30, 2025.Darlington Partners Capital Management, Lp owns shares of 14 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.52% of the portfolio was purchased this quarter.About 10.31% of the portfolio was sold this quarter.This quarter, Darlington Partners Capital Management, Lp has purchased 14 new stocks and bought additional shares in 3 stocks.Darlington Partners Capital Management, Lp sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Shift4 Payments $492,220,400TKO GROUP HOLDINGS INC $404,816,916Warner Music Group $326,751,427LPL Financial $294,627,803Salesforce $280,012,272 Largest New Holdings this Quarter 872657101 - TPG $258,580,965 Holding Largest Purchases this Quarter TPG 4,930,047 shares (about $258.58M)SIX FLAGS ENTERTAINMENT CORP 1,460,000 shares (about $44.43M)Shift4 Payments 200,000 shares (about $19.82M)LINEAGE INC 175,000 shares (about $7.62M) Largest Sales this Quarter Liberty Media Corporation - Liberty Formula One Series C 965,000 shares (about $100.84M)CHENIERE ENERGY INC 412,500 shares (about $100.45M)LPL Financial 185,000 shares (about $69.37M)TKO GROUP HOLDINGS INC 200,000 shares (about $36.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDarlington Partners Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFOURShift4 Payments$492,220,400$19,822,000 ▲4.2%4,966,40515.7%Business ServicesTKO GROUP HOLDINGS INC$404,816,916$36,390,000 ▼-8.2%2,224,88012.9%CL AWMGWarner Music Group$326,751,4270.0%11,995,28010.4%Consumer DiscretionaryLPLALPL Financial$294,627,803$69,369,450 ▼-19.1%785,7379.4%FinanceCRMSalesforce$280,012,2720.0%1,026,8528.9%Computer and TechnologySIX FLAGS ENTERTAINMENT CORP$264,741,000$44,427,800 ▲20.2%8,700,0008.4%COMTPGTPG$258,580,965$258,580,965 ▲New Holding4,930,0478.2%FinanceLINEAGE INC$153,495,040$7,616,000 ▲5.2%3,527,0004.9%COMFWONKLiberty Media Corporation - Liberty Formula One Series C$133,689,881$100,842,500 ▼-43.0%1,279,3294.3%Consumer DiscretionaryCHENIERE ENERGY INC$129,264,069$100,452,000 ▼-43.7%530,8154.1%COM NEWMLNKMeridianLink$109,832,4350.0%6,767,2483.5%Business ServicesONESTREAM INC$108,655,1620.0%3,839,4053.5%CL AACELAccel Entertainment$95,317,5680.0%8,098,3493.0%Consumer DiscretionaryBXBlackstone$89,632,3750.0%599,2272.9%FinanceAACTAres Acquisition Corporation II$0$16,725,000 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
