Darlington Partners Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.23B
Q ending 2026-03-31
Prior quarter
$2.50B
Q ending 2025-12-31
Change
-11.0% QoQ · -25.6% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tpg Inc | TPG | Shares | $364.6M | 9.0M |
| Salesforce Inc | CRM | Shares | $291.6M | 1.6M |
| Shift4 Pmts Inc | FOUR | Shares | $287.6M | 6.6M |
| Tko Group Holdings Inc | TKO | Shares | $272.3M | 1.4M |
| Lpl Finl Hldgs Inc | LPLA | Shares | $268.6M | 893K |
| Global E Online Ltd | Shares | $214.8M | 7.0M | |
| Warner Music Group Corp | WMG | Shares | $192.9M | 7.6M |
| Six Flags Entertainment Corp | FUN | Shares | $154.4M | 8.7M |
| Lineage Inc | LINE | Shares | $90.7M | 2.8M |
| Accel Entertainment Inc | ACEL | Shares | $88.4M | 8.1M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.