Darlington Partners Capital Management, LP Portfolio Holdings by Sector
Darlington Partners Capital Management, LP
- $1.91 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
CRM MLNK 2 stocks |
$483,050
25.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WMG 1 stocks |
$321,478
16.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$306,381
16.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$262,189
13.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$260,489
13.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$103,318
5.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
COLD 1 stocks |
$88,007
4.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
ACEL 1 stocks |
$86,490
4.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|