Darlington Partners Capital Management, LP 13F holdings
Darlington Partners Capital Management, LP reported 10 positions with a total reported value of $2.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TPG TPG INC (16.1%), SHIFT4 PMTS INC (15.4%), LPL FINL HLDGS INC (12.3%), TKO TKO GROUP HOLDINGS INC (12.0%), CRM SALESFORCE INC (10.8%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
10 largest of 10 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TPG TPG INC | 9,000,000 | $364.9M | 16.1% |
| SHIFT4 PMTS INC | 7,161,844 | $348.4M | 15.4% |
| LPL FINL HLDGS INC | 993,006 | $279.7M | 12.3% |
| TKO TKO GROUP HOLDINGS INC | 1,350,367 | $271.8M | 12.0% |
| CRM SALESFORCE INC | 1,561,852 | $244.7M | 10.8% |
| GLBE GLOBAL E ONLINE LTD | 6,961,820 | $241.8M | 10.7% |
| WMG WARNER MUSIC GROUP CORP | 6,705,884 | $181.5M | 8.0% |
| FUN SIX FLAGS ENTERTAINMENT CORP | 7,700,000 | $164.0M | 7.2% |
| ACEL ACCEL ENTERTAINMENT INC | 8,098,349 | $102.1M | 4.5% |
| LINE LINEAGE INC | 1,533,843 | $66.3M | 2.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SHIFT4 PMTS INC | 6,576,509 | 7,161,844 | +8.9% | $348.4M |
| LPL FINL HLDGS INC | 893,006 | 993,006 | +11.2% | $279.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| LINE LINEAGE INC | 2,769,663 | 1,533,843 | -44.6% | $66.3M |
| WMG WARNER MUSIC GROUP CORP | 7,551,884 | 6,705,884 | -11.2% | $181.5M |
| FUN SIX FLAGS ENTERTAINMENT CORP | 8,700,000 | 7,700,000 | -11.5% | $164.0M |
CIK 1854440 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
