44 is the total number of securities DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP has owned. The longest DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VRRM | VERRA MOBILITY CORP | 8 | 8 | 11.19% | 12.63% | 14.33% | Q4 2021 | Q3 2023 | 8 |
| WMG | WARNER MUSIC GROUP CORP | 8 | 8 | 10.28% | 11.98% | 14.32% | Q4 2021 | Q3 2023 | 8 |
| BX | BLACKSTONE INC | 8 | 8 | 6.80% | 11.39% | 15.20% | Q4 2021 | Q3 2023 | 8 |
| LPLA | LPL FINL HLDGS INC | 8 | 8 | 9.94% | 11.08% | 12.89% | Q4 2021 | Q3 2023 | 8 |
| LNG | CHENIERE ENERGY INC | 8 | 8 | 10.00% | 11.00% | 12.21% | Q4 2021 | Q3 2023 | 8 |
| COLD | AMERICOLD RLTY TR | 8 | 8 | 5.19% | 8.69% | 10.60% | Q4 2021 | Q3 2023 | 8 |
| ACEL | ACCEL ENTERTAINMENT INC | 8 | 8 | 4.81% | 5.60% | 6.05% | Q4 2021 | Q3 2023 | 8 |
| MERIDIANLINK INC | 8 | 8 | 3.72% | 4.80% | 5.94% | Q4 2021 | Q3 2023 | 8 | |
| FWONK | LIBERTY MEDIA CORP DEL | 8 | 8 | 3.78% | 4.79% | 7.11% | Q4 2021 | Q3 2023 | 8 |
| CELLEBRITE DI LTD | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 | |
| SCREAMING EAGLE ACQUIS... | 7 | 7 | 0.58% | 0.69% | 0.82% | Q1 2022 | Q3 2023 | 7 | |
| BILANDER ACQUISITION C... | 7 | 7 | 0.34% | 0.38% | 0.45% | Q4 2021 | Q2 2023 | 7 | |
| PERIMETER SOLUTIONS SA | 7 | 7 | 0.00% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 | |
| FOCS | FOCUS FINL PARTNERS INC | 6 | 6 | 3.34% | 6.12% | 8.64% | Q4 2021 | Q1 2023 | 6 |
| TCVA | TCV ACQUISITION CORP C... | 6 | 6 | 0.52% | 0.61% | 0.72% | Q4 2021 | Q1 2023 | 6 |
| KVSA | KHOSLA VENTURES ACQUIS... | 6 | 6 | 0.29% | 0.35% | 0.41% | Q4 2021 | Q1 2023 | 6 |
| LGACU | LAZARD GROWTH ACQUISIT... | 5 | 5 | 0.60% | 1.15% | 1.50% | Q4 2021 | Q4 2022 | 5 |
| SLAMU | SLAM CORP UNIT | 5 | 5 | 0.06% | 0.12% | 0.16% | Q4 2021 | Q4 2022 | 5 |
| CRM | SALESFORCE INC | 3 | 1 | 5.05% | 8.82% | 10.58% | Q1 2022 | Q3 2023 | 4 |
| INSTRUCTURE HLDGS INC | 4 | 4 | 0.77% | 1.56% | 1.90% | Q4 2021 | Q3 2022 | 4 | |
| GTPBU | GORES TECHNOLOGY PARTN... | 4 | 4 | 0.58% | 1.05% | 1.30% | Q4 2021 | Q3 2022 | 4 |
| LMACU | LIBERTY MEDIA ACQUISIT... | 4 | 4 | 0.37% | 0.67% | 0.82% | Q4 2021 | Q3 2022 | 4 |
| GTPAU | GORES TECHNOLOGY PARTN... | 4 | 4 | 0.36% | 0.65% | 0.82% | Q4 2021 | Q3 2022 | 4 |
| REVHU | REVOLUTION HEALTHCAR A... | 4 | 4 | 0.35% | 0.63% | 0.79% | Q4 2021 | Q3 2022 | 4 |
| HAACU | HEALTH ASSURN ACQUISIT... | 4 | 4 | 0.32% | 0.57% | 0.72% | Q4 2021 | Q3 2022 | 4 |
| IPVFU | INTERPRIVATE III FINAN... | 4 | 4 | 0.28% | 0.50% | 0.61% | Q4 2021 | Q3 2022 | 4 |
| IPVAU | INTERPRIVATE II ACQUIS... | 4 | 4 | 0.27% | 0.49% | 0.61% | Q4 2021 | Q3 2022 | 4 |
| IPVIU | INTERPRIVATE IV INFRAT... | 4 | 4 | 0.18% | 0.32% | 0.41% | Q4 2021 | Q3 2022 | 4 |
| AMPIU | ADVANCED MERGER PARTNE... | 4 | 4 | 0.14% | 0.26% | 0.33% | Q4 2021 | Q3 2022 | 4 |
| AGCB | ALTIMETER GROWTH CORP 2 | 4 | 4 | 0.13% | 0.23% | 0.29% | Q4 2021 | Q3 2022 | 4 |
| ARGUS CAPITAL CORP | 4 | 4 | 0.11% | 0.20% | 0.25% | Q4 2021 | Q3 2022 | 4 | |
| GINKGO BIOWORKS HOLDIN... | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 4 | |
| MPLNWS | MULTIPLAN CORPORATION | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
| NERDY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 | |
| MSP | DATTO HLDG CORP | 2 | 2 | 1.66% | 2.36% | 3.06% | Q4 2021 | Q1 2022 | 2 |
| GDRX | GOODRX HLDGS INC | 2 | 2 | 1.11% | 2.31% | 3.50% | Q4 2021 | Q1 2022 | 2 |
| ARES ACQUISITION CORP II | 2 | 2 | 0.96% | 1.01% | 1.05% | Q2 2023 | Q3 2023 | 2 | |
| MICROVAST HOLDINGS INC | 2 | 2 | 0.37% | 0.47% | 0.57% | Q4 2021 | Q1 2022 | 2 | |
| HIPPO HLDGS INC | 2 | 2 | 0.22% | 0.39% | 0.57% | Q4 2021 | Q1 2022 | 2 | |
| SLAMW | SLAM CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
| TKO GROUP HOLDINGS INC | 1 | 1 | 9.31% | 9.31% | 9.31% | Q3 2023 | Q3 2023 | 1 | |
| N-ABLE INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 | |
| P10 INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 | |
| GOOGL | ALPHABET INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including VERRA MOBILITY CORP, WARNER MUSIC GROUP CORP, and BLACKSTONE INC, are the highest-conviction holdings of DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP.
The conviction is calculated by counting the number of quarters a security has been reported by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP owns currently or has owned in the past.