Darlington Partners Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Darlington Partners Capital Management, LP disclosed 10 US equity positions worth $2.3bn in its Q2 2026 13F filing. The largest position was TPG at 16.1% of the reported book, followed by FOUR and LPLA. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 3 among the top 10 holdings.
What did Darlington Partners Capital Management, LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TPG TPG INC | Financial Services | 16.1% | $364.9m | 9,000,000 | 0% | held |
| 2 | FOUR SHIFT4 PMTS INC | Technology | 15.4% | $348.4m | 7,161,844 | 9% | added |
| 3 | LPLA LPL FINL HLDGS INC | Financial Services | 12.3% | $279.7m | 993,006 | 11% | added |
| 4 | TKO TKO GROUP HOLDINGS INC | Communication Services | 12.0% | $271.8m | 1,350,367 | 0% | held |
| 5 | CRM SALESFORCE INC | Technology | 10.8% | $244.7m | 1,561,852 | 0% | held |
| 6 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 10.7% | $241.8m | 6,961,820 | 0% | held |
| 7 | WMG WARNER MUSIC GROUP CORP | Communication Services | 8.0% | $181.5m | 6,705,884 | -11% | reduced |
| 8 | FUN SIX FLAGS ENTERTAINMENT CORP | Consumer Cyclical | 7.2% | $164.0m | 7,700,000 | -11% | reduced |
| 9 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 4.5% | $102.1m | 8,098,349 | 0% | held |
| 10 | LINE LINEAGE INC | Real Estate | 2.9% | $66.3m | 1,533,843 | -45% | reduced |
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.