Darlington Partners Capital Management, Lp Top Holdings and 13F Report (2025) About Darlington Partners Capital Management, LpInvestment ActivityDarlington Partners Capital Management, Lp has $2.68 billion in total holdings as of December 31, 2024.Darlington Partners Capital Management, Lp owns shares of 14 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 9.15% of the portfolio was purchased this quarter.About 11.69% of the portfolio was sold this quarter.This quarter, Darlington Partners Capital Management, Lp has purchased 13 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 TKO GROUP HOLDINGS INC $389,394,048Salesforce $343,307,429Warner Music Group $321,478,680LPL Financial $306,381,965CHENIERE ENERGY INC $262,189,316 Largest New Holdings this Quarter LINEAGE INC $90,490,650 HoldingSIX FLAGS ENTERTAINMENT CORP $60,273,643 Holding Largest Purchases this Quarter LINEAGE INC 1,545,000 shares (about $90.49M)SIX FLAGS ENTERTAINMENT CORP 1,250,750 shares (about $60.27M)Warner Music Group 1,500,000 shares (about $46.50M)Shift4 Payments 367,500 shares (about $38.14M)Formula One Group 102,068 shares (about $9.46M) Largest Sales this Quarter Americold Realty Trust 5,484,648 shares (about $117.37M)Blackstone 587,404 shares (about $101.28M)LPL Financial 161,382 shares (about $52.69M)CHENIERE ENERGY INC 59,250 shares (about $12.73M) 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 PortfolioSectorTKO GROUP HOLDINGS INC$389,394,0480.0%2,740,08914.6%CL ACRMSalesforce$343,307,4290.0%1,026,85212.8%Computer and TechnologyWMGWarner Music Group$321,478,680$46,500,000 ▲16.9%10,370,28012.0%Consumer DiscretionaryLPLALPL Financial$306,381,965$52,692,837 ▼-14.7%938,35411.4%FinanceCHENIERE ENERGY INC$262,189,316$12,731,047 ▼-4.6%1,220,2239.8%COM NEWFOURShift4 Payments$260,489,253$38,139,150 ▲17.2%2,510,0149.7%Business ServicesFWONKFormula One Group$207,959,525$9,457,621 ▲4.8%2,244,3297.8%Consumer DiscretionaryMLNKMeridianLink$139,743,6710.0%6,767,2485.2%Business ServicesBXBlackstone$103,318,719$101,280,197 ▼-49.5%599,2273.9%FinanceLINEAGE INC$90,490,650$90,490,650 ▲New Holding1,545,0003.4%COMCOLDAmericold Realty Trust$88,007,735$117,371,467 ▼-57.1%4,112,5113.3%FinanceACELAccel Entertainment$86,490,3670.0%8,098,3493.2%Consumer DiscretionarySIX FLAGS ENTERTAINMENT CORP$60,273,643$60,273,643 ▲New Holding1,250,7502.3%COMARES ACQUISITION CORP II$16,635,0000.0%1,500,0000.6%UNIT 99/99/9999ONESTREAM INC$0$28,815,000 ▼-100.0%00.0%CL AShowing 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.
