Darlington Partners Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Darlington Partners Capital Management, LP disclosed 10 US equity positions worth $2.2bn in its Q1 2026 13F filing. The largest position was TPG at 16.4% of the reported book, followed by CRM and FOUR.
What did Darlington Partners Capital Management, LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TPG TPG INC | Financial Services | 16.4% | $364.6m | 9,000,000 | – | |
| 2 | CRM SALESFORCE INC | Technology | 13.1% | $291.6m | 1,561,852 | – | |
| 3 | FOUR SHIFT4 PMTS INC | Technology | 12.9% | $287.6m | 6,576,509 | – | |
| 4 | TKO TKO GROUP HOLDINGS INC | Communication Services | 12.2% | $272.3m | 1,350,367 | – | |
| 5 | LPLA LPL FINL HLDGS INC | Financial Services | 12.1% | $268.6m | 893,006 | – | |
| 6 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 9.6% | $214.8m | 6,961,820 | – | |
| 7 | WMG WARNER MUSIC GROUP CORP | Communication Services | 8.7% | $192.9m | 7,551,884 | – | |
| 8 | FUN SIX FLAGS ENTERTAINMENT CORP | Consumer Cyclical | 6.9% | $154.4m | 8,700,000 | – | |
| 9 | LINE LINEAGE INC | Real Estate | 4.1% | $90.7m | 2,769,663 | – | |
| 10 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 4.0% | $88.4m | 8,098,349 | – |
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.