DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

CIK

1854440

Location

GREENBRAE, CA

Portfolio Value

Mid $2,265,315,312

Diversification

Diversified

Filing Date

Global Rank

#1,481 / 8,795 ▼ 188 · as of Jun 2026

Top Industry

Entertainment 20.0%

3Y Alpha vs SPY

-19.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 54d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.1%

−0.3 pts

Top 5

66.6%

−0.1 pts

Top 10

100.0%

0.0 pts

HHI

1,169

Diversified+18

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.5%	$644,659,930	2
Technology	26.2%	$593,031,826	2
Consumer Cyclical	22.4%	$507,914,188	3
Communication Services	20.0%	$453,370,659	2
Real Estate	2.9%	$66,338,709	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
FOUR	Shift4 Payments, Inc.	+585,335	7,161,844	$348,352,092
LPLA	LPL Financial Holdings Inc.	+100,000	993,006	$279,709,930
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
LINE	Lineage, Inc.	−1,235,820	1,533,843	$66,338,709
FUN	Six Flags Entertainment Corporation/NEW	−1,000,000	7,700,000	$164,010,000
WMG	Warner Music Group Corp.	−846,000	6,705,884	$181,528,279
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

10 tracked positions · $2,265,315,312 total · filing declares 10 positions · $2,265,315,317 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TPG	TPG Inc. Financial Services	Held	9,000,000	0	$364,950,000	+0.1%	16.11%
FOUR	Shift4 Payments, Inc. Technology	Added	7,161,844	+585,335	$348,352,092	+21.1%	15.38%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	993,006	+100,000	$279,709,930	+4.1%	12.35%
TKO	TKO Group Holdings, Inc. Communication Services	Held	1,350,367	0	$271,842,380	−0.2%	12.00%
CRM	Salesforce, Inc. Technology	Held	1,561,852	0	$244,679,734	−16.1%	10.80%
GLBE	Global-E Online Ltd. Consumer Cyclical	Held	6,961,820	0	$241,784,008	+12.6%	10.67%
WMG	Warner Music Group Corp. Communication Services	Reduced	6,705,884	-846,000	$181,528,279	−5.9%	8.01%
FUN	Six Flags Entertainment Corporation/NEW Consumer Cyclical	Reduced	7,700,000	-1,000,000	$164,010,000	+6.2%	7.24%
ACEL	Accel Entertainment, Inc. Consumer Cyclical	Held	8,098,349	0	$102,120,180	+15.6%	4.51%
LINE	Lineage, Inc. Real Estate	Reduced	1,533,843	-1,235,820	$66,338,709	−26.9%	2.93%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.