Fund Universe

← Fund Universe

☆DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

CIK 0001854440 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.970
AUM ($M)
2,265
Positions
10
Turnover
0.05
Top-10 wt
100%
Herfindahl
0.117
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 10 positions · portfolio value $2,265M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TPG funds › TPG INC HOLD — 16.1% -0.3% 364.9 9,000,000 +0 5 —
☆FOUR funds › SHIFT4 PMTS INC ADD — 15.4% +2.5% 348.4 7,161,844 +585,335 5 —
☆LPLA funds › LPL FINL HLDGS INC ADD — 12.3% +0.3% 279.7 993,006 +100,000 5 —
☆TKO funds › TKO GROUP HOLDINGS INC HOLD — 12.0% -0.2% 271.8 1,350,367 +0 5 —
☆CRM funds › SALESFORCE INC HOLD — 10.8% -2.3% 244.7 1,561,852 +0 5 —
☆GLBE funds › GLOBAL E ONLINE LTD HOLD — 10.7% +1.0% 241.8 6,961,820 +0 3 —
☆WMG funds › WARNER MUSIC GROUP CORP TRIM — 8.0% -0.7% 181.5 6,705,884 -846,000 5 —
☆FUN funds › SIX FLAGS ENTERTAINMENT CORP TRIM — 7.2% +0.3% 164.0 7,700,000 -1,000,000 5 —
☆ACEL funds › ACCEL ENTERTAINMENT INC HOLD — 4.5% +0.5% 102.1 8,098,349 +0 5 —
☆LINE funds › LINEAGE INC TRIM — 2.9% -1.1% 66.3 1,533,843 -1,235,820 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,265 10 0.05 100% 0.117 0.969 — in
2026Q1 2,226 10 0.16 100% 0.115 0.928 — in
2025Q4 2,500 14 0.19 88% 0.097 0.840 — in
2025Q3 2,963 14 0.09 87% 0.089 0.927 — in
2025Q2 3,142 14 0.13 87% 0.093 0.925 — entered
2025Q1 2,992 14 0.00 91% 0.093 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status