2026 Q2 Portfolio Activity
In 2026 Q2, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP maintained a portfolio of 10 distinct positions. They heavily accumulated shares in SHIFT4 PMTS INC, increasing the position by 8.9%. The fund also reduced its exposure to LINEAGE INC by 44.6%.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
TPG (16.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TPG
TPG INC
|
Financial Services | 16.11% | 16.38% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
9,000,000 | $364,950,000 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FOUR
SHIFT4 PMTS INC
|
Technology | 15.38% | 12.92% |
#2
1
Prev: #3
|
7.5 |
—
|
585,335 | 8.9% |
P
S
|
7,161,844 | $348,352,092 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 12.35% | 12.07% |
#3
2
Prev: #5
|
7.0 |
—
|
100,000 | 11.2% |
P
S
|
993,006 | $279,709,930 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TKO
TKO GROUP HOLDI...
|
Communication Services | 12.00% | 12.23% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
1,350,367 | $271,842,381 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 10.80% | 13.10% |
#5
3
Prev: #2
|
5.5 |
—
|
no change | no change |
P
S
|
1,561,852 | $244,679,734 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 10.67% | 9.65% |
#6
Prev: #6
|
5.0 |
—
|
no change | no change |
P
S
|
6,961,820 | $241,784,009 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMG
WARNER MUSIC GR...
|
Communication Services | 8.01% | 8.67% |
#7
Prev: #7
|
3.7 |
—
|
-846,000 | -11.2% |
P
S
|
6,705,884 | $181,528,280 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FUN
SIX FLAGS ENTER...
|
Consumer Cyclical | 7.24% | 6.94% |
#8
Prev: #8
|
3.4 |
—
|
-1,000,000 | -11.5% |
P
S
|
7,700,000 | $164,010,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACEL
ACCEL ENTERTAIN...
|
Consumer Cyclical | 4.51% | 3.97% |
#9
1
Prev: #10
|
2.8 |
—
|
no change | no change |
P
S
|
8,098,349 | $102,120,181 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LINE
LINEAGE INC
|
Real Estate | 2.93% | 4.08% |
#10
1
Prev: #9
|
1.2 |
—
|
-1,235,820 | -44.6% |
P
S
|
1,533,843 | $66,338,710 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings