Darlington Partners Capital Management
Scott Clark & Ramsey Jishi
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
10
Market Value
$2.3B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| TPG | 16.1% | 16.4% | 12.6% | 9.6% |
| FOUR | 15.4% | 12.9% | 14.0% | 13.3% |
| LPLA | 12.3% | 12.1% | 11.2% | 8.8% |
| TKO | 12.0% | 12.2% | 11.3% | 9.2% |
| CRM | 10.8% | 13.1% | 13.3% | 10.0% |
| GLBE | 10.7% | 9.7% | 5.9% | - |
| WMG | 8.0% | 8.7% | 8.2% | 13.8% |
| FUN | 7.2% | 6.9% | - | 6.7% |
| ACEL | 4.5% | 4.0% | 3.7% | - |
| LINE | 2.9% | 4.1% | - | 6.7% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
TPG+27.18%
LPLA+25.68%
CRM+31.13%
GLBE+17.45%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
FOUR-1.60%
FUN-21.17%
WMG+0.11%
TKO-2.91%
Sector Analysis
Financials28.5%
Technology26.2%
Real Estate2.9%
Communication Services20.0%
Consumer Discretionary22.4%
Trading Summary
No stocks in this category