StockDriftsStockDriftsTop 10 Darlington Partners Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPG | TPG INC | 16.38% | 9.00M | $364.6M | +82.55%(+4.07M) | $51.03(-18.10%) | 2026-03-31 | |
| CRM | SALESFORCE INC | 13.1% | 1.56M | $291.6M | +24.76%(+310.00K) | $243.37(-28.71%) | 2026-03-31 | |
| FOUR | SHIFT4 PMTS INC | 12.92% | 6.58M | $287.6M | +18.03%(+1.00M) | $81.27(-48.30%) | 2026-03-31 | |
| TKO | TKO GROUP HOLDINGS INC | 12.23% | 1.35M | $272.3M | +0.00%(+0) | $91.46(+107.82%) | 2026-03-31 | |
| LPLA | LPL FINL HLDGS INC | 12.07% | 893.0K | $268.6M | +14.05%(+110.00K) | $222.48(+34.72%) | 2026-03-31 | |
| GLBE | GLOBAL E ONLINE LTD | 9.65% | 6.96M | $214.8M | +85.14%(+3.20M) | $36.41(-23.39%) | 2026-03-31 | |
| WMG | WARNER MUSIC GROUP CORP | 8.67% | 7.55M | $192.9M | +13.53%(+900.00K) | $32.64(+2.43%) | 2026-03-31 | |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 6.94% | 8.70M | $154.4M | +67.31%(+3.50M) | $31.01(-31.26%) | 2026-03-31 | |
| LINE | LINEAGE INC | 4.08% | 2.77M | $90.7M | +72.48%(+1.16M) | $46.61(-17.51%) | 2026-03-31 | |
| ACEL | ACCEL ENTERTAINMENT INC | 3.97% | 8.10M | $88.4M | +0.00%(+0) | $12.20(-4.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.02% | +12.56% |
| Top 20 Holdings Unweighted | +4.94% | +15.55% |
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