Darlington Partners Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Darlington Partners Capital Management, Lp disclosed 10 stock positions valued at approximately $2.27B as of quarter-end June 30, 2026. The largest holdings include TPG INC, SHIFT4 PMTS INC, and LPL FINL HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $2.27B
Holdings by Sector
Darlington Partners Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TPG INC | TPG | Financial Services | 16.11% | 9,000,000 | - | - | $364,950,000 |
| SHIFT4 PMTS INC | FOUR | Technology | 15.38% | 7,161,844 | +585,335 | +8.90% | $348,352,092 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 12.35% | 993,006 | +100,000 | +11.20% | $279,709,930 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 12.00% | 1,350,367 | - | - | $271,842,381 |
| SALESFORCE INC | CRM | Technology | 10.80% | 1,561,852 | - | - | $244,679,734 |
| GLOBAL E ONLINE LTD | GLBE | Other | 10.67% | 6,961,820 | - | - | $241,784,009 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 8.01% | 6,705,884 | -846,000 | -11.20% | $181,528,280 |
| SIX FLAGS ENTERTAINMENT CORP | FUN | Other | 7.24% | 7,700,000 | -1,000,000 | -11.49% | $164,010,000 |
| ACCEL ENTERTAINMENT INC | ACEL | Consumer Cyclical | 4.51% | 8,098,349 | - | - | $102,120,181 |
| LINEAGE INC | LINE | Other | 2.93% | 1,533,843 | -1,235,820 | -44.62% | $66,338,710 |
Showing 10 of 10 holdings in the latest reporting period.