2026 Q1 Portfolio Activity
In 2026 Q1, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP maintained a portfolio of 14 distinct positions. They heavily accumulated shares in TPG INC, increasing the position by 82.6%. Conversely, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP completely exited their position in CHENIERE ENERGY INC.
Position History
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Total Positions
14
Quarter
2026 Q1
Top Holding
TPG (16.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Full Holdings List — 2026 Q1
| 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 | 16.38% | 12.59% |
#1
2
Prev: #3
|
9.0 |
—
|
4,069,953 | 82.6% |
P
S
|
9,000,000 | $364,590,000 |
$45.59
-5.7%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CRM
SALESFORCE INC
|
Technology | 13.10% | 13.27% |
#2
Prev: #2
|
8.0 |
—
|
310,000 | 24.8% |
P
S
|
1,561,852 | $291,550,913 |
$212.18
-21.6%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
FOUR
SHIFT4 PMTS INC
|
Technology | 12.92% | 14.03% |
#3
2
Prev: #1
|
7.0 |
—
|
1,004,784 | 18.0% |
P
S
|
6,576,509 | $287,590,739 |
$78.42
-47.5%
|
2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TKO
TKO GROUP HOLDI...
|
Communication Services | 12.23% | 11.29% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
1,350,367 | $272,301,506 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 12.07% | 11.19% |
#5
Prev: #5
|
6.5 |
—
|
110,000 | 14.0% |
P
S
|
893,006 | $268,642,995 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 9.65% | 5.91% |
#6
1
Prev: #7
|
6.9 |
—
|
3,201,541 | 85.1% |
P
S
|
6,961,820 | $214,772,147 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMG
WARNER MUSIC GR...
|
Communication Services | 8.67% | 8.16% |
#7
1
Prev: #6
|
5.5 |
—
|
900,000 | 13.5% |
P
S
|
7,551,884 | $192,875,117 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FUN
SIX FLAGS ENTER...
|
Consumer Cyclical | 6.94% | 3.19% |
#8
4
Prev: #12
|
5.8 |
—
|
3,500,000 | 67.3% |
P
S
|
8,700,000 | $154,425,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LINE
LINEAGE INC
|
Real Estate | 4.08% | 2.25% |
#9
5
Prev: #14
|
4.6 |
—
|
1,163,853 | 72.5% |
P
S
|
2,769,663 | $90,734,160 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACEL
ACCEL ENTERTAIN...
|
Consumer Cyclical | 3.97% | 3.70% |
#10
Prev: #10
|
2.6 |
—
|
no change | no change |
P
S
|
8,098,349 | $88,352,988 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OS
ONESTREAM INC
|
Technology | 0.00% | 2.82% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-3,839,405 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.00% | 3.69% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-599,227 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 0.00% | 3.78% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-959,329 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 0.00% | 4.13% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-530,815 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-14 of 14 holdings