Darlington Partners Capital Management, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.87 Billion distributed in 14 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Shift4 Payments, Inc. with a value of $389M, Warner Music Group Corp. with a value of $376M, Lpl Financial Holdings Inc. with a value of $318M, Salesforce, Inc. with a value of $276M, and Cheniere Energy, Inc. with a value of $218M.
Examining the 13F form we can see an decrease of $45M in the current position value, from $1.91B to 1.87B.
Darlington Partners Capital Management, LP is based out at Greenbrae, CA
Below you can find more details about Darlington Partners Capital Management, LP portfolio as well as his latest detailed transactions.