StockDriftsStockDriftsTop 10 Darlington Partners Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPG | TPG INC | 16.11% | 9.00M | $364.9M | +0.00%(+0) | $51.03(+3.92%) | 2026-06-30 | |
| FOUR | SHIFT4 PMTS INC | 15.38% | 7.16M | $348.4M | +8.90%(+585.34K) | $78.40(-42.13%) | 2026-06-30 | |
| LPLA | LPL FINL HLDGS INC | 12.35% | 993.0K | $279.7M | +11.20%(+100.00K) | $229.37(+61.60%) | 2026-06-30 | |
| TKO | TKO GROUP HOLDINGS INC | 12% | 1.35M | $271.8M | +0.00%(+0) | $91.46(+120.07%) | 2026-06-30 | |
| CRM | SALESFORCE INC | 10.8% | 1.56M | $244.7M | +0.00%(+0) | $243.37(-20.90%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 10.67% | 6.96M | $241.8M | +0.00%(+0) | $36.41(+16.35%) | 2026-06-30 | |
| WMG | WARNER MUSIC GROUP CORP | 8.01% | 6.71M | $181.5M | -11.20%(-846.00K) | $32.64(-21.41%) | 2026-06-30 | |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 7.24% | 7.70M | $164.0M | -11.49%(-1.00M) | $31.01(-47.12%) | 2026-06-30 | |
| ACEL | ACCEL ENTERTAINMENT INC | 4.51% | 8.10M | $102.1M | +0.00%(+0) | $12.20(+1.81%) | 2026-06-30 | |
| LINE | LINEAGE INC | 2.93% | 1.53M | $66.3M | -44.62%(-1.24M) | $46.61(-10.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.13% | +12.91% | — | — | +25.48% |
| Top 20 Holdings Unweighted | +5.77% | +18.33% | — | — | +28.01% |
Darlington Partners Capital Management LP reports $2.27B in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are TPG (16.1%), FOUR (15.4%) and LPLA (12.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +12.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Darlington Partners Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1854440). View Darlington Partners Capital Management LP’s 13F filings on SEC