Darlington Partners Capital Management, Lp Portfolio Stock Holdings
Darlington Partners Capital Management, Lp disclosed 10 stock positions valued at approximately $2.2 billion in its latest SEC 13F filing. The largest holdings include TPG INC, SALESFORCE INC, and SHIFT4 PMTS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $2.2B
Holdings by Sector
Darlington Partners Capital Management, Lp Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TPG INC | TPG | Financial Services | 16.38% | 9,000,000 | +4,069,953 | +82.55% | $364,590,000 |
| SALESFORCE INC | CRM | Technology | 13.10% | 1,561,852 | +310,000 | +24.76% | $291,550,913 |
| SHIFT4 PMTS INC | FOUR | Technology | 12.92% | 6,576,509 | +1,004,784 | +18.03% | $287,590,739 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 12.23% | 1,350,367 | - | - | $272,301,506 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 12.07% | 893,006 | +110,000 | +14.05% | $268,642,995 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 8.67% | 7,551,884 | +900,000 | +13.53% | $192,875,117 |
| ACCEL ENTERTAINMENT INC | ACEL | Consumer Cyclical | 3.97% | 8,098,349 | - | - | $88,352,988 |