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DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: FOUR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP on FOUR, newest first. How the timeline and the estimate are built.

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held 7,161,844 FOUR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,161,844 shares
    Change vs previous 13F +585,335 shares

    15.38% of the 13F portfolio, value $348,352,092.

    13F-HR 0001854440-26-000004 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,576,509 shares
    Change vs previous 13F +1,004,784 shares

    12.92% of the 13F portfolio, value $287,590,739.

    13F-HR 0002073679-26-000062 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,571,725 shares
    Change vs previous 13F +500,000 shares

    14.03% of the 13F portfolio, value $350,851,523.

    13F-HR 0001854440-26-000002 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,071,725 shares
    Change vs previous 13F +105,320 shares

    13.25% of the 13F portfolio, value $392,551,515.

    13F-HR 0001854440-25-000012 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,966,405 shares
    Change vs previous 13F +200,000 shares

    15.67% of the 13F portfolio, value $492,220,400.

    13F-HR 0001854440-25-000011 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,766,405 shares
    Change vs previous 13F +2,256,391 shares

    13.01% of the 13F portfolio, value $389,462,953.

    13F-HR 0001854440-25-000004 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,510,014 shares
    Change vs previous 13F +367,500 shares

    9.73% of the 13F portfolio, value $260,489,253.

    13F-HR 0001854440-25-000002 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,142,514 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $189,826,740.

    13F-HR 0001854440-24-000010 filed by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).