Darlington Partners Capital Management, LP
Darlington Partners Capital Management, LP is an investment management firm headquartered in Greenbrae, California. Founded in 2020, the firm employs approximately 10 professionals and is known for its disciplined, long-term investment approach. Darlington’s client base includes a select group of endowments, foundations, family offices, and other institutional investors. The firm is led by CEO and CFO Mina Iskander.
Investment Strategy
Darlington follows a concentrated, public equity-focused investment strategy, identifying high-quality, growing businesses that are off the beaten path or out of favor. The firm excels at rigorous due diligence and seeks to invest with a margin of safety. Its investment philosophy emphasizes patience, discipline, and long-term business ownership, with a structure designed to align closely with limited partners’ interests.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FOUR | SHIFT4 PMTS INC | 15.67% | $492.2M | 4,966,405 | $87.02 | $99.11 | +$102.8M |
T TKO | TKO GROUP HOLDINGS INC | 12.89% | $404.8M | 2,224,880 | $85.09 | $181.95 | +$34.3M |
W WMG | WARNER MUSIC GROUP CORP | 10.40% | $326.8M | 11,995,280 | $31.68 | $27.24 | -$49.3M |
L LPLA | LPL FINL HLDGS INC | 9.38% | $294.6M | 785,737 | $202.44 | $374.97 | -$22.9M |
C CRM | SALESFORCE INC | 8.91% | $280.0M | 1,026,852 | $218.08 | $272.69 | +$4.4M |