DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DP DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Institutional Filer | ▼ 10.96% | $2.23B | 10 |
Current Portfolio Holdings
Showing all 10 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TPG | TPG Inc. | Financial Services | 9.0M | $364.6M | 16.38% |
| 2 | CRM | Salesforce, Inc. | Technology | 1.6M | $291.6M | 13.10% |
| 3 | FOUR | Shift4 Payments, Inc. | Technology | 6.6M | $287.6M | 12.92% |
| 4 | TKO | TKO Group Holdings, Inc. | Communication Services | 1.4M | $272.3M | 12.23% |
| 5 | LPLA | LPL Financial Holdings Inc. | Financial Services | 893K | $268.6M | 12.07% |
| 6 | GLBE | Global-e Online Ltd. | Consumer Cyclical | 7.0M | $214.8M | 9.65% |
| 7 | WMG | Warner Music Group Corp. | Communication Services | 7.6M | $192.9M | 8.67% |
| 8 | FUN | Six Flags Entertainment Corporation | Consumer Cyclical | 8.7M | $154.4M | 6.94% |
| 9 | LINE | Lineage, Inc. | Real Estate | 2.8M | $90.7M | 4.08% |
| 10 | ACEL | Accel Entertainment, Inc. | Consumer Cyclical | 8.1M | $88.4M | 3.97% |
Showing 1 to 10 of 10 holdings