Darlington Partners Capital Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Darlington Partners Capital Management, LP disclosed 14 US equity positions worth $3.1bn in its Q2 2025 13F filing. The largest position was FOUR at 15.7% of the reported book, followed by TKO and WMG. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 4 among the top 14 holdings.
What did Darlington Partners Capital Management, LP own in Q2 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FOUR SHIFT4 PMTS INC | Technology | 15.7% | $492.2m | 4,966,405 | 4% | added |
| 2 | TKO TKO GROUP HOLDINGS INC | Communication Services | 12.9% | $404.8m | 2,224,880 | -8% | reduced |
| 3 | WMG WARNER MUSIC GROUP CORP | Communication Services | 10.4% | $326.8m | 11,995,280 | 0% | held |
| 4 | LPLA LPL FINL HLDGS INC | Financial Services | 9.4% | $294.6m | 785,737 | -19% | reduced |
| 5 | CRM SALESFORCE INC | Technology | 8.9% | $280.0m | 1,026,852 | 0% | held |
| 6 | FUN SIX FLAGS ENTERTAINMENT CORP | 8.4% | $264.7m | 8,700,000 | 20% | added | |
| 7 | TPG TPG INC | Financial Services | 8.2% | $258.6m | 4,930,047 | – | new |
| 8 | LINE LINEAGE INC | 4.9% | $153.5m | 3,527,000 | 5% | added | |
| 9 | LLYVK LIBERTY MEDIA CORP DEL | 4.3% | $133.7m | 1,279,329 | -43% | reduced | |
| 10 | LNG CHENIERE ENERGY INC | Energy | 4.1% | $129.3m | 530,815 | -44% | reduced |
| 11 | MERIDIANLINK INC | 3.5% | $109.8m | 6,767,248 | 0% | held | |
| 12 | K4F ONESTREAM INC | 3.5% | $108.7m | 3,839,405 | 0% | held | |
| 13 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 3.0% | $95.3m | 8,098,349 | 0% | held |
| 14 | BX BLACKSTONE INC | Financial Services | 2.9% | $89.6m | 599,227 | 0% | held |
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.