DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
13F filer · CIK 1854440 · Greenbrae, CA
Summary
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported $2.27B across 10 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are TPG (16.1%), FOUR (15.4%), LPLA (12.3%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 2, trimmed 3 and sold out of 0.
Reported value$2.27B
Positions10
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added2
Trimmed3
Sold out0
Top 10 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 16.1%Value $364.95MPrice $43.50Shares 9.00MSince Jun 30 +7.27%
Weight 15.4%Value $348.35MPrice $37.08Shares 7.16M +8.90%Since Jun 30 -23.77%
Weight 12.3%Value $279.71MPrice $308.05Shares 993K +11.20%Since Jun 30 +9.36%
Weight 12.0%Value $271.84MPrice $177.58Shares 1.35MSince Jun 30 -11.79%
Weight 10.8%Value $244.68MPrice $225.31Shares 1.56MSince Jun 30 +43.82%
Weight 10.7%Value $241.78MPrice $40.06Shares 6.96MSince Jun 30 +15.35%
Weight 8.0%Value $181.53MPrice $27.62Shares 6.71M -11.20%Since Jun 30 +2.03%
Weight 7.2%Value $164.01MPrice $10.86Shares 7.70M -11.49%Since Jun 30 -49.01%
Weight 4.5%Value $102.12MPrice $10.88Shares 8.10MSince Jun 30 -13.72%
Weight 2.9%Value $66.34MPrice $35.07Shares 1.53M -44.62%Since Jun 30 -18.91%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 16.1% | $364.95M | +7.27% | — | Hold | |
| 15.4% | $348.35M | -23.77% | +8.90% | Add | |
| 12.3% | $279.71M | +9.36% | +11.20% | Add | |
| 12.0% | $271.84M | -11.79% | — | Hold | |
| 10.8% | $244.68M | +43.82% | — | Hold | |
| 10.7% | $241.78M | +15.35% | — | Hold | |
| 8.0% | $181.53M | +2.03% | -11.20% | Trim | |
| 7.2% | $164.01M | -49.01% | -11.49% | Trim | |
| 4.5% | $102.12M | -13.72% | — | Hold | |
| 2.9% | $66.34M | -18.91% | -44.62% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.