DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Hedge Fund • Value
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP is a Value-focused Hedge Fund based in Greenbrae, CA led by Mina Fahmy Iskander, reporting $3.4B in AUM as of Q3 2025 with 87% concentrated in top 10 holdings.
CFOMina Fahmy Iskander
- Portfolio Value
- $3.0B
- Positions
- 14
- Top Holding
- WMG at 13.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's portfolio (86.9% of total portfolio)
GthenH
| Holding | Sector | Market Value | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Entertainment Communication Services | $408.6M | 13.79% | — | 2.30% 12.0M shares | |
Software - Infrastructure Technology | $392.6M | 13.25% | +$8.2M Bought | 7.39% 5.1M shares | |
Software - Application Technology | $296.7M | 10.01% | +$53.3M Bought | 0.13% 1.3M shares | |
Asset Management Financial Services | $283.2M | 9.56% | — | 3.34% 4.9M shares | |
Entertainment Communication Services | $272.7M | 9.20% | -$176.6M Sold | 1.64% 1.4M shares | |
Financial - Capital Markets Financial Services | $261.4M | 8.82% | — | 0.98% 785.7K shares | |
Unknown Unknown | $198.3M | 6.69% | +$62.0M Bought | 2.24% 5.1M shares | |
Leisure Consumer Cyclical | $197.7M | 6.67% | — | 8.59% 8.7M shares | |
Entertainment Communication Services | $133.6M | 4.51% | — | 0.51% 1.3M shares | |
Software - Application Technology | $130.7M | 4.41% | -$4.2M Sold | 8.89% 6.6M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+45.53% | |
+21.91% | |
+2.12% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-39.31% | |
-3.08% |
Analytics
Portfolio insights and performance metrics for DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
GthenA