Darlington Partners Capital Management, LP Portfolio Holdings by Sector
Darlington Partners Capital Management, LP
- $2.08 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$492,220
23.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM MLNK 2 stocks |
$389,844
18.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TPG BX 2 stocks |
$348,212
16.77% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WMG 1 stocks |
$326,751
15.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$294,627
14.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$129,264
6.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
ACEL 1 stocks |
$95,317
4.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|