Darlington Partners Capital Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Darlington Partners Capital Management, LP disclosed 14 US equity positions worth $3.0bn in its Q1 2025 13F filing. The largest position was FOUR at 13.0% of the reported book, followed by WMG and TKO. Against the Q4 2024 filing, it opened 2 new positions, added to 5 and reduced 2 among the top 14 holdings.
What did Darlington Partners Capital Management, LP own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | FOUR SHIFT4 PMTS INC | Technology | 13.0% | $389.5m | 4,766,405 | 90% | added |
| 2 | WMG WARNER MUSIC GROUP CORP | Communication Services | 12.6% | $376.1m | 11,995,280 | 16% | added |
| 3 | TKO TKO GROUP HOLDINGS INC | Communication Services | 12.4% | $370.5m | 2,424,880 | -12% | reduced |
| 4 | LPLA LPL FINL HLDGS INC | Financial Services | 10.6% | $317.6m | 970,737 | 3% | added |
| 5 | CRM SALESFORCE INC | Technology | 9.2% | $275.6m | 1,026,852 | 0% | held |
| 6 | FUN SIX FLAGS ENTERTAINMENT CORP | 8.6% | $258.3m | 7,240,000 | 479% | added | |
| 7 | LNG CHENIERE ENERGY INC | Energy | 7.3% | $218.3m | 943,315 | -23% | reduced |
| 8 | LLYVK LIBERTY MEDIA CORP DEL | 6.8% | $202.0m | 2,244,329 | 0% | held | |
| 9 | LINE LINEAGE INC | 6.6% | $196.5m | 3,352,000 | 117% | added | |
| 10 | MERIDIANLINK INC | 4.2% | $125.4m | 6,767,248 | 0% | held | |
| 11 | BX BLACKSTONE INC | Financial Services | 2.8% | $83.8m | 599,227 | 0% | held |
| 12 | K4F ONESTREAM INC | 2.7% | $81.9m | 3,839,405 | – | new | |
| 13 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 2.7% | $80.3m | 8,098,349 | 0% | held |
| 14 | ARES ACQUISITION CORP II | 0.6% | $16.7m | 1,500,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.