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

Currently, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP holds 10 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in TPG (+9.0M shares, valued at $364.6M), CRM (+1.6M shares, valued at $291.6M), FOUR (+6.6M shares, valued at $287.6M); initiated new positions in TPG (+9.0M shares, valued at $364.6M), CRM (+1.6M shares, valued at $291.6M), FOUR (+6.6M shares, valued at $287.6M).

1M P&L

+112.3M+5.38%

3M P&L

+147.2M+7.17%

HY P&L

-555.5M-20.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Entertainment465.2M

22.5%

2Asset Management364.6M

17.6%

3Software - Application291.6M

14.1%

Top Industries by Stock Count

1Entertainment2 stocks

22.2%

2Gambling1 stocks

11.1%

3Software - Application1 stocks

11.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TPG TPG INC9.0M sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC1.6M sharesnew addition2026-03-312026-05-15

FOUR SHIFT4 PMTS INC6.6M sharesnew addition2026-03-312026-05-15

TKO TKO GROUP HOLDINGS INC1.4M sharesnew addition2026-03-312026-05-15

LPLA LPL FINL HLDGS INC893.0K sharesnew addition2026-03-312026-05-15

GLBE GLOBAL E ONLINE LTD7.0M sharesnew addition2026-03-312026-05-15

WMG WARNER MUSIC GROUP CORP7.6M sharesnew addition2026-03-312026-05-15

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP8.7M sharesnew addition2026-03-312026-05-15

Sponsored

LINE LINEAGE INC2.8M sharesnew addition2026-03-312026-05-15

ACEL ACCEL ENTERTAINMENT INC8.1M sharesnew addition2026-03-312026-05-15

TPG

TPG INC

New

Shares9.0M

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

FOUR

SHIFT4 PMTS INC

New

Shares6.6M

Event2026-03-31

Filed2026-05-15

TKO

TKO GROUP HOLDINGS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

LPLA

LPL FINL HLDGS INC

New

Shares893.0K

Event2026-03-31

Filed2026-05-15

GLBE

GLOBAL E ONLINE LTD

New

Shares7.0M

Event2026-03-31

Filed2026-05-15

WMG

WARNER MUSIC GROUP CORP

New

Shares7.6M

Event2026-03-31

Filed2026-05-15

SIX FLAGS ENTERTAINMENT CORP

New

Shares8.7M

Event2026-03-31

Filed2026-05-15

LINE

LINEAGE INC

New

Shares2.8M

Event2026-03-31

Filed2026-05-15

ACEL

ACCEL ENTERTAINMENT INC

New

Shares8.1M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Institutional Holdings, Portfolio & P&L — TradeFomo