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CIK: 0001854440
Total reported value
$2.3B
$2.3B
13 檔
62.9%
During the Q3 2024 filing period, Darlington Partners Capital Management, LP (CIK: 0001854440) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 13 reported positions.
In Q3 2024, Darlington Partners Capital Management, LP displayed an active expansion posture, initiating 2 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 13.72% | -0.23% | -10.62% | |
| 2 | CRM | Salesforce Inc | Stock-Tech | 11.38% | -2.30% | -3.02% | |
| 3 | WMG | Warner Music Group Corp-cl A | Stock-Other | 11.24% | -0.66% | +9.88% | |
| 4 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 10.98% | — | +6.42% | |
| 5 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 10.35% | +0.28% | +40.40% | |
| 6 | LNG | Cheniere Energy Inc | Stock-Energy | 9.31% | — | -15.50% | |
| 7 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 7.68% | +2.46% | — | |
| 8 | BX | Blackstone Inc | Stock-Financials | 7.35% | — | -18.87% | |
| 9 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 6.71% | — | +97.66% | |
| 10 | ✓ | Meridianlink Inc | Stock-Other | 5.63% | — | +28.48% | |
| 11 | ACEL | Accel Entertainment Inc | Stock-Other | 3.81% | +0.54% | — | |
| 12 | K4F | Onestream Inc | Stock-Other | 1.17% | — | — | |
| 13 | ✓ | Ares Acquisition CORP Ii | Stock-Other | 0.66% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FOUR | Shift4 Payments Inc-class A | +7.7% | NEW | New buy |
| 2 | FWONK | Liberty Media Corp-formula-c | +2.9% | +97.66% | Add |
| 3 | K4F | Onestream Inc | +1.2% | NEW | New buy |
| 4 | ✓ | Meridianlink Inc | +0.1% | +28.48% | Add |
| 5 | ✓ | Ares Acquisition CORP Ii | -0.1% | — | Unchanged |
| 6 | ACEL | Accel Entertainment Inc | -0.3% | — | Unchanged |
| 7 | COLD | Americold Realty Trust Inc | -0.3% | +6.42% | Add |
| 8 | LPLA | Lpl Financial Holdings Inc | -0.4% | +40.40% | Add |
| 9 | WMG | Warner Music Group Corp-cl A | -0.9% | +9.88% | Add |
| 10 | BX | Blackstone Inc | -1.6% | -18.87% | Trim |
| 11 | CRM | Salesforce Inc | -2% | -3.02% | Trim |
| 12 | TKO | Tko Group Holdings Inc | -2.6% | -10.62% | Trim |
| 13 | LNG | Cheniere Energy Inc | -3.7% | -15.50% | Trim |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TKO, CRM, WMG) accounted for 62.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
FOUR
市值: $189.8M
Top Position Liquidated / Trimmed
TKO
前期市值: $331.1M
During Q3 2024, Darlington Partners Capital Management, LP's top holdings by market value included TKO (13.7%)、CRM (11.4%)、WMG (11.2%). The largest single position, TKO, represented 13.7% of total portfolio value.
In Q3 2024, Darlington Partners Capital Management, LP made 11 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 4 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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