Darlington Partners Capital Management

Darlington Partners Capital Management as of Sept. 30, 2023

Portfolio Holdings for Darlington Partners Capital Management

Darlington Partners Capital Management holds 15 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackstone Group Inc Com Cl A (BX) 12.1 $196M 1.8M 107.14
Verra Mobility Corp Cl A Com Stk (VRRM) 12.0 $194M 10M 18.70
Cheniere Energy Com New (LNG) 11.2 $183M 1.1M 165.96
Warner Music Group Corp Com Cl A (WMG) 11.1 $181M 5.8M 31.40
Lpl Financial Holdings (LPLA) 10.6 $172M 723k 237.65
salesforce (CRM) 9.3 $152M 748k 202.78
Tko Group Holdings Cl A (TKO) 9.3 $151M 1.8M 84.06
Americold Rlty Tr (COLD) 9.2 $149M 4.9M 30.41
Accel Entertainment Com Cl A1 (ACEL) 5.5 $89M 8.1M 10.95
Meridianlink Common Stock (MLNK) 4.4 $71M 4.2M 17.06
Liberty Media Corp Del Com Ser C Frmla 3.8 $62M 987k 62.30
Ares Acquisition Corp Ii Unit 99/99/9999 (AACT.U) 1.0 $16M 1.5M 10.39
Screaming Eagle Acquisitn Corp Unit Ex 010527 (SCRMU) 0.6 $9.5M 900k 10.50
Cellebrite Di Wt Exp 083026 (CLBTW) 0.0 $387k 304k 1.27
Perimeter Solutions Sa Wt Exp 110824 0.0 $25k 1.5M 0.02