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Darlington Partners Capital Management, LP

CIK 1854440 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Darlington Partners Capital Management, LP reported 10 US-listed holdings worth $2.27 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: TPG Inc. (16.1%), SHIFT4 Pmts Inc. (15.4%) and LPL Finl Hldgs Inc. (12.3%). Against the quarter before, it opened 0 positions, added to 2, trimmed 3 and sold out of 0.

Reported holdings$2.27B+1.8% on Q1 2026
Positions10as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
TPG16.1%FOUR15.4%LPLA12.3%TKO12.0%CRM10.8%GLBE10.7%WMG8.0%FUN7.2%ACEL4.5%LINE2.9%

The 10 largest of its 10 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.47 billion in 13 positions$2.47BQ3 24Q4 2024: $2.68 billion in 14 positions$2.68BQ4 24Q1 2025: $2.99 billion in 14 positions$2.99BQ1 25Q2 2025: $3.14 billion in 14 positions$3.14BQ2 25Q3 2025: $2.96 billion in 14 positions$2.96BQ3 25Q4 2025: $2.50 billion in 14 positions$2.50BQ4 25Q1 2026: $2.23 billion in 10 positions$2.23BQ1 26Q2 2026: $2.27 billion in 10 positions$2.27BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Added 2Held 5Trimmed 3
Added: 2Held: 5Trimmed: 3

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 2

  1. SHIFT4 Pmts Inc. FOUR+585,335 shares · +9%
  2. LPL Finl Hldgs Inc. LPLA+100,000 shares · +11%

Trimmed 3

  1. Lineage Inc. LINE-1.2 million shares · -45%
  2. Warner Music Group Corp. WMG-846,000 shares · -11%
  3. Six Flags Entertainment Corporation FUN-1.0 million shares · -11%

What it holds

CompanySharesValueOf its bookChange in shares
TPG Inc. TPG9,000,000$364.9 million16.11%no change
SHIFT4 Pmts Inc. FOUR7,161,844$348.4 million15.38%+585,335
LPL Finl Hldgs Inc. LPLA993,006$279.7 million12.35%+100,000
TKO Group Holdings, Inc. TKO1,350,367$271.8 million12.00%no change
Salesforce, Inc. CRM1,561,852$244.7 million10.80%no change
Global E Online Ltd GLBE6,961,820$241.8 million10.67%no change
Warner Music Group Corp. WMG6,705,884$181.5 million8.01%-846,000
Six Flags Entertainment Corporation FUN7,700,000$164.0 million7.24%-1,000,000
Accel Entertainment Inc. ACEL8,098,349$102.1 million4.51%no change
Lineage Inc. LINE1,533,843$66.3 million2.93%-1,235,820
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.