DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 1854440
13F filing for Q2 2026・No. 1,520
- Holdings
- US$2.27B
- Quarter change
- +US$39.48M
- Entries
- 10
- Net bought (estimate)
- −US$41.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 3
- Added 2
- Corporate actions 0
- Unchanged 5
Largest holdings
10 stocks worth US$2.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TPGTPG INCCOM CL A | Unchanged | 9,000,000 | US$364.95M | 16.11% |
| FOURSHIFT4 PMTS INCCL A | Added | 7,161,844 | US$348.35M | 15.38% |
| LPLALPL FINL HLDGS INCCOM | Added | 993,006 | US$279.71M | 12.35% |
| TKOTKO GROUP HOLDINGS INCCL A | Unchanged | 1,350,367 | US$271.84M | 12.00% |
| CRMSALESFORCE INCCOM | Unchanged | 1,561,852 | US$244.68M | 10.80% |
| GLBEGLOBAL E ONLINE LTDSHS | Unchanged | 6,961,820 | US$241.78M | 10.67% |
| WMGWARNER MUSIC GROUP CORPCOM CL A | Cut | 6,705,884 | US$181.53M | 8.01% |
| FUNSIX FLAGS ENTERTAINMENT CORPCOM | Cut | 7,700,000 | US$164.01M | 7.24% |
| ACCEL ENTERTAINMENT INCCOM CL A1 | Unchanged | 8,098,349 | US$102.12M | 4.51% |
| LINEAGE INCCOM | Cut | 1,533,843 | US$66.34M | 2.93% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.