Darlington Partners Capital Management, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.92 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $281M, Warner Music Group Corp. with a value of $278M, Americold Realty Trust with a value of $271M, Lpl Financial Holdings Inc. with a value of $256M, and Cheniere Energy, Inc. with a value of $230M.

Examining the 13F form we can see an increase of $311M in the current position value, from $1.61B to 1.92B.

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.

Portfolio value $1.92 Billion
Technology: $610 Million
Financial Services: $438 Million
Communication Services: $278 Million
Real Estate: $271 Million
Energy: $230 Million
Consumer Cyclical: $94 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $1.92 Billion
  • Prior Value $1.61 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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