 |
Size ($ in 1000's)
At 12/31/2023: $1,739,411
At 09/30/2023: $1,623,872
Darlington Partners Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Darlington Partners Capital Management LP 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Darlington Partners Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Darlington Partners Capital Management LP.
In the Darlington Partners Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Darlington Partners Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Darlington Partners Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| BLACKSTONE INC |
1,715,202 |
-116,317 |
$224,554 | | BX | 1,715,202 | -116,317 | $224,554 | | WARNER MUSIC GROUP CORP |
5,477,378 |
-278,009 |
$196,035 | | WMG | 5,477,378 | -278,009 | $196,035 | | SALESFORCE INC |
724,657 |
-23,368 |
$190,686 | | CRM | 724,657 | -23,368 | $190,686 | | VERRA MOBILITY CORP |
8,136,993 |
-2,249,979 |
$187,395 | | VRRM | 8,136,993 | -2,249,979 | $187,395 | | TKO GROUP HOLDINGS INC |
2,120,406 |
+322,126 |
$172,983 | | TKO | 2,120,406 | +322,126 | $172,983 | | LPL FINL HLDGS INC |
715,014 |
-7,603 |
$162,751 | | LPLA | 715,014 | -7,603 | $162,751 | | AMERICOLD REALTY TRUST INC |
4,914,469 |
+12,152 |
$148,761 | | COLD | 4,914,469 | +12,152 | $148,761 | | CHENIERE ENERGY INC |
867,059 |
-233,911 |
$148,016 | | LNG | 867,059 | -233,911 | $148,016 | | MERIDIANLINK INC |
4,167,248 |
UNCH |
$103,223 | | MLNK | 4,167,248 | UNCH | $103,223 | | ACCEL ENTERTAINMENT INC |
8,098,349 |
UNCH |
$83,170 | | ACEL | 8,098,349 | UNCH | $83,170 |  LIBERTY MEDIA CORP DEL |
|
|
$62,457 | | COM SER C FRMLA | 989,344 | +989,344 | $62,457 | | ISHARES TR (IWM) |
84,847 |
+84,847 |
$17,030 | | IWM | 84,847 | +84,847 | $17,030 | | ISHARES TR (IWB) |
64,638 |
+64,638 |
$16,952 | | IWB | 64,638 | +64,638 | $16,952 | | ARES ACQUISITION CORP II |
|
|
$15,750 | | AACT.U | 1,500,000 | UNCH | $15,750 | | SCREAMING EAGLE ACQUISITN CORP |
900,000 |
UNCH |
$9,648 | | SCRMU | 900,000 | UNCH | $9,648 |
See Full List: All Stocks Held By Darlington Partners Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Darlington Partners Capital Management LP
|
|
