Darlington Partners Capital Management, LP Portfolio Holdings by Sector
Darlington Partners Capital Management, LP
- $1.87 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
CRM MLNK 2 stocks |
$400,963
21.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$389,462
20.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WMG 1 stocks |
$376,052
20.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$317,566
17.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$218,283
11.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$83,759
4.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
ACEL 1 stocks |
$80,335
4.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|