DPCM
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Darlington Partners Capital Management’s Americold COLD Stock Holding History

Darlington Partners Capital Management’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,112,511
Closed -$88M – 16
2024
Q4 		$88M Sell
4,112,511
-5,484,648
-57% -$133M 3.29% 11
2024
Q3 		$271M Buy
9,597,159
+579,119
+6% +$16.5M 10.98% 4
2024
Q2 		$230M Buy
9,018,040
+1,183,571
+15% +$29M 11.32% 5
2024
Q1 		$195M Buy
7,834,469
+2,920,000
+59% +$79.7M 11.2% 3
2023
Q4 		$149M Buy
4,914,469
+12,152
+0.2% +$340K 8.55% 7
2023
Q3 		$149M Buy
4,902,317
+116,093
+2% +$3.75M 9.18% 8
2023
Q2 		$155M Buy
4,786,224
+471,855
+11% +$14M 10.6% 5
2023
Q1 		$123M Buy
4,314,369
+368,266
+9% +$11M 9.23% 7
2022
Q4 		$112M Buy
3,946,103
+2,732
+0.1% +$73.5K 10.2% 5
2022
Q3 		$97M Sell
3,943,371
-187,376
-5% -$5.66M 8.03% 6
2022
Q2 		$124M Sell
4,130,747
-183,622
-4% -$5.1M 9.6% 5
2022
Q1 		$123M Buy
4,314,369
+1,951,603
+83% +$54.8M 9.23% 7
2021
Q4 		$77.5M Buy
+2,362,766
New +$73M 5.19% 9

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Darlington Partners Capital Management's COLD Position: Q1 2025 in Review

Darlington Partners Capital Management sold out of Americold (COLD) in Q1 2025, closing a stake of 4,112,511 shares — an estimated $88M sold.

Darlington Partners Capital Management first reported a position in COLD in Q4 2021 and held it in 13 quarters. The position peaked at $271M in Q3 2024. 362 funds tracked by Wall St. Rank hold COLD as of Q1 2025.

  • Darlington Partners Capital Management reported no remaining Americold position as of Q1 2025 after selling out during the quarter.
  • Darlington Partners Capital Management sold 4,112,511 Americold shares in Q1 2025, an estimated $88M.
  • Darlington Partners Capital Management first reported a position in Americold in Q4 2021 and held it in 13 quarters.
  • Darlington Partners Capital Management's Americold position peaked at $271M in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Americold as of Q1 2025.

Based on Darlington Partners Capital Management's 13F filing for Q1 2025, filed 15 May 2025.