Darlington Partners Capital Management, LP
Net seller this quarter
$2.27B
10
-$41M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TPG | $365M | 16.11% | Not reported | Not reported | Q2 2025 |
 FOUR | $348M | 15.38% | 9.03% | +8.9% | Q3 2024 |
 LPLA | $280M | 12.35% | 1.24% | +11.2% | Q4 2021 |
 TKO | $272M | 12.00% | Not reported | Not reported | Q3 2023 |
 CRM | $245M | 10.80% | 0.19% | Not reported | Q1 2023 |
 GLBE | $242M | 10.67% | 4.12% | Not reported | Q4 2025 |
 WMG | $182M | 8.01% | 627304.40% | -11.2% | Q4 2021 |
 FUN | $164M | 7.24% | 7.53% | -11.5% | Q4 2024 |
 ACEL | $102M | 4.51% | 9.95% | Not reported | Q4 2021 |
 LINE | $66.3M | 2.93% | 0.67% | -44.6% | Q4 2024 |
| Q1 2026 | |||||
| TPG | $365M | 16.38% | Not reported | +82.6% | Q2 2025 |
| CRM | $292M | 13.10% | 0.17% | +24.8% | Q1 2023 |
| FOUR | $288M | 12.92% | 8.10% | +18.0% | Q3 2024 |
| TKO | $272M | 12.23% | Not reported | Not reported | Q3 2023 |
| LPLA | $269M | 12.07% | 1.12% | +14.1% | Q4 2021 |
| GLBE | $215M | 9.65% | 4.12% | +85.1% | Q4 2025 |
| WMG | $193M | 8.67% | 706443.78% | +13.5% | Q4 2021 |
| FUN | $154M | 6.94% | 8.53% | +67.3% | Q4 2024 |
| LINE | $90.7M | 4.08% | 1.22% | +72.5% | Q4 2024 |
| ACEL | $88.4M | 3.97% | 9.93% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| FOUR | $351M | 14.03% | 6.72% | +9.9% | Q3 2024 |
| CRM | $332M | 13.27% | 0.13% | Not reported | Q1 2023 |
| TPG | $315M | 12.59% | Not reported | Not reported | Q2 2025 |
| TKO | $282M | 11.29% | Not reported | Not reported | Q3 2023 |
| LPLA | $280M | 11.19% | 0.98% | -0.4% | Q4 2021 |
| WMG | $204M | 8.16% | 622252.95% | -44.6% | Q4 2021 |
| GLBE | $148M | 5.91% | 2.22% | New | Q4 2025 |
 LNG | $103M | 4.13% | 0.25% | Not reported | Q4 2021 |
 FWONK | $94.5M | 3.78% | Not reported | -25.0% | Q4 2021 |
| ACEL | $92.4M | 3.70% | 9.73% | Not reported | Q4 2021 |
 BX | $92.4M | 3.69% | 0.08% | Not reported | Q4 2021 |
| FUN | $79.8M | 3.19% | 5.11% | -40.2% | Q4 2024 |
| LINE | $56.2M | 2.25% | 0.71% | -68.7% | Q4 2024 |
| Q3 2025 | |||||
| WMG | $409M | 13.79% | 1122102.90% | Not reported | Q4 2021 |
| FOUR | $393M | 13.25% | 6.12% | +2.1% | Q3 2024 |
| CRM | $297M | 10.01% | 0.13% | +21.9% | Q1 2023 |
| TPG | $283M | 9.56% | Not reported | Not reported | Q2 2025 |
| TKO | $273M | 9.20% | Not reported | -39.3% | Q3 2023 |
| LPLA | $261M | 8.82% | 0.98% | Not reported | Q4 2021 |
| LINE | $198M | 6.69% | 2.25% | +45.5% | Q4 2024 |
| FUN | $198M | 6.67% | 8.59% | Not reported | Q4 2024 |
| FWONK | $134M | 4.51% | Not reported | Not reported | Q4 2021 |
| MLNK | $131M | 4.41% | 8.85% | -3.1% | Q4 2021 |
| LNG | $125M | 4.21% | 0.24% | Not reported | Q4 2021 |
| BX | $102M | 3.46% | 0.08% | Not reported | Q4 2021 |
| ACEL | $89.6M | 3.03% | 9.61% | Not reported | Q4 2021 |