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CIK: 0001854440
Total reported value
$2.3B
$2.3B
14 檔
71.6%
The Q4 2024 SEC filing reveals that Darlington Partners Capital Management, LP held a total portfolio value of $2.3B, covering 14 public equity positions.
Darlington Partners Capital Management, LP executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 14.55% | -0.23% | — | |
| 2 | CRM | Salesforce Inc | Stock-Tech | 12.83% | -2.30% | — | |
| 3 | WMG | Warner Music Group Corp-cl A | Stock-Other | 12.01% | -0.66% | +16.91% | |
| 4 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 11.45% | +0.28% | -14.67% | |
| 5 | LNG | Cheniere Energy Inc | Stock-Energy | 9.80% | — | -4.63% | |
| 6 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 9.73% | +2.46% | +17.15% | |
| 7 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 7.77% | — | +4.76% | |
| 8 | ✓ | Meridianlink Inc | Stock-Other | 5.22% | — | — | |
| 9 | BX | Blackstone Inc | Stock-Financials | 3.86% | — | -49.50% | |
| 10 | LINE | Lineage Inc | Stock-Other | 3.38% | -1.15% | — | |
| 11 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 3.29% | — | -57.15% | |
| 12 | ACEL | Accel Entertainment Inc | Stock-Other | 3.23% | +0.54% | — | |
| 13 | FUN | Six Flags Entertainment CORP | Stock-Other | 2.25% | +0.30% | — | |
| 14 | ✓ | Ares Acquisition CORP Ii | Stock-Other | 0.62% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LINE | Lineage Inc | +3.4% | NEW | New buy |
| 2 | FUN | Six Flags Entertainment CORP | +2.3% | NEW | New buy |
| 3 | FOUR | Shift4 Payments Inc-class A | +2.1% | +17.15% | Add |
| 4 | CRM | Salesforce Inc | +1.5% | — | Unchanged |
| 5 | LPLA | Lpl Financial Holdings Inc | +1.1% | -14.67% | Trim |
| 6 | FWONK | Liberty Media Corp-formula-c | +1.1% | +4.76% | Add |
| 7 | TKO | Tko Group Holdings Inc | +0.8% | — | Unchanged |
| 8 | WMG | Warner Music Group Corp-cl A | +0.8% | +16.91% | Add |
| 9 | LNG | Cheniere Energy Inc | +0.5% | -4.63% | Trim |
| 10 | ✓ | Ares Acquisition CORP Ii | 0% | — | Unchanged |
| 11 | ✓ | Meridianlink Inc | -0.4% | — | Unchanged |
| 12 | ACEL | Accel Entertainment Inc | -0.6% | — | Unchanged |
| 13 | K4F | Onestream Inc | -1.2% | EXIT | Sold out |
| 14 | BX | Blackstone Inc | -3.5% | -49.50% | Trim |
| 15 | COLD | Americold Realty Trust Inc | -7.7% | -57.15% | 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 14 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TKO, CRM, WMG) accounted for 71.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
LINE
市值: $90.5M
Top Position Liquidated / Trimmed
K4F
前期市值: $28.8M
During Q4 2024, Darlington Partners Capital Management, LP's top holdings by market value included TKO (14.6%)、CRM (12.8%)、WMG (12.0%). The largest single position, TKO, represented 14.6% of total portfolio value.
In Q4 2024, Darlington Partners Capital Management, LP made 10 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 1 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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