Darlington Partners Capital Management, LP 13F Holdings · Q2 2026
Darlington Partners Capital Management, LP reported 10 securities worth $2.27B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TPG (16.11%), FOUR (15.38%), LPLA (12.35%). Among its top 25 positions this quarter: 2 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPG | TPG INC | $364.9M | 16.11% | 9.0M | Hold |
| 2 | FOUR | SHIFT4 PMTS INC | $348.4M | 15.38% | 7.2M | Added |
| 3 | LPLA | LPL FINL HLDGS INC | $279.7M | 12.35% | 993,006 | Added |
| 4 | TKO | TKO GROUP HOLDINGS INC | $271.8M | 12.00% | 1.4M | Hold |
| 5 | CRM | SALESFORCE INC | $244.7M | 10.80% | 1.6M | Hold |
| 6 | GLBE | GLOBAL E ONLINE LTD | $241.8M | 10.67% | 7.0M | Hold |
| 7 | WMG | WARNER MUSIC GROUP CORP | $181.5M | 8.01% | 6.7M | Trimmed |
| 8 | FUN | SIX FLAGS ENTERTAINMENT CORP | $164.0M | 7.24% | 7.7M | Trimmed |
| 9 | ACEL | ACCEL ENTERTAINMENT INC | $102.1M | 4.51% | 8.1M | Hold |
| 10 | LINE | LINEAGE INC | $66.3M | 2.93% | 1.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR