Holders — by stockHoldings — by fund
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1854440
$2.27B
disclosed book value
10
positions
16.1%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TPGTPG INC | 9.0M | $364.9M | 16.1% |
| 2 | FOURSHIFT4 PMTS INC | 7.2M | $348.4M | 15.4% |
| 3 | LPLALPL FINL HLDGS INC | 993,006 | $279.7M | 12.3% |
| 4 | TKOTKO GROUP HOLDINGS INC | 1.4M | $271.8M | 12% |
| 5 | CRMSALESFORCE INC | 1.6M | $244.7M | 10.8% |
| 6 | GLOBAL E ONLINE LTD | 7.0M | $241.8M | 10.7% |
| 7 | WMGWARNER MUSIC GROUP CORP | 6.7M | $181.5M | 8% |
| 8 | FUNSIX FLAGS ENTERTAINMENT CORP | 7.7M | $164.0M | 7.2% |
| 9 | ACELACCEL ENTERTAINMENT INC | 8.1M | $102.1M | 4.5% |
| 10 | LINELINEAGE INC | 1.5M | $66.3M | 2.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.