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CIK: 0001854440
Total reported value
$2.3B
$2.3B
13 檔
45.9%
The Q1 2024 SEC filing reveals that Darlington Partners Capital Management, LP held a total portfolio value of $2.3B, covering 13 public equity positions.
During Q1 2024, Darlington Partners Capital Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TKO, CRM, COLD) accounted for 45.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 14.75% | -0.23% | +40.30% | |
| 2 | CRM | Salesforce Inc | Stock-Tech | 12.53% | -2.30% | — | |
| 3 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 11.20% | — | +59.42% | |
| 4 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 10.84% | +0.28% | — | |
| 5 | WMG | Warner Music Group Corp-cl A | Stock-Other | 10.38% | -0.66% | — | |
| 6 | BX | Blackstone Inc | Stock-Financials | 10.07% | — | -22.15% | |
| 7 | LNG | Cheniere Energy Inc | Stock-Energy | 8.03% | — | — | |
| 8 | VRRM | Verra Mobility CORP | Stock-Other | 6.43% | — | -44.86% | |
| 9 | ✓ | Meridianlink Inc | Stock-Other | 5.65% | — | +26.40% | |
| 10 | ACEL | Accel Entertainment Inc | Stock-Other | 5.48% | +0.54% | — | |
| 11 | FWONKUSD | Liberty Media Corp-liberty-c | Stock-Other | 3.72% | — | — | |
| 12 | ✓ | Ares Acquisition CORP Ii | Stock-Other | 0.91% | — | — | |
| 13 | ✓ | Screaming Eagle Acquisitn Co | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Darlington Partners Capital Management, LP reported a total U.S. public equity portfolio value of $2.3B across 13 disclosed positions in Q1 2024.
During Q1 2024, Darlington Partners Capital Management, LP's top holdings by market value included TKO (14.8%)、CRM (12.5%)、COLD (11.2%). The largest single position, TKO, represented 14.8% of total portfolio value.
In Q1 2024, Darlington Partners Capital Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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