The Analysis of DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's Holdings


Currently, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP holds 15 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in CRM (+1.3M shares, valued at $331.6M), TPG (+4.9M shares, valued at $314.7M), TKO (+1.4M shares, valued at $282.2M); decreased their positions in TPG (-1.4M shares, valued at $59.5M); initiated new positions in CRM (+1.3M shares, valued at $331.6M), TPG (+4.9M shares, valued at $314.7M), TKO (+1.4M shares, valued at $282.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares β–³%Event DateReport DateHistory
FOUR SHIFT4 PMTS INC5.6M shares9.86%2025-12-312026-02-17history
CRM SALESFORCE INC1.3M sharesnew addition2025-12-312026-02-17history
TPG TPG INC4.9M sharesnew addition2025-12-312026-02-17history
TKO TKO GROUP HOLDINGS INC1.4M sharesnew addition2025-12-312026-02-17history
LPLA LPL FINL HLDGS INC783.0K sharesnew addition2025-12-312026-02-17history
WMG WARNER MUSIC GROUP CORP6.7M sharesnew addition2025-12-312026-02-17history
TPG 7.6M shares-16.09%2026-03-252026-04-01history
GLBE GLOBAL E ONLINE LTD3.8M sharesnew addition2025-12-312026-02-17history
Sponsored
LNG CHENIERE ENERGY INC530.8K sharesnew addition2025-12-312026-02-17history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL959.3K sharesnew addition2025-12-312026-02-17history
ACEL ACCEL ENTERTAINMENT INC8.1M sharesnew addition2025-12-312026-02-17history
BLACKSTONE INC BLACKSTONE INC599.2K sharesnew addition2025-12-312026-02-17history
SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP5.2M sharesnew addition2025-12-312026-02-17history
OS ONESTREAM INC3.8M sharesnew addition2025-12-312026-02-17history
LINE LINEAGE INC1.6M sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available