DPCM
LNG icon

Darlington Partners Capital Management’s Cheniere Energy LNG Stock Holding History

Darlington Partners Capital Management’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-530,815
Closed -$103M – 13
2025
Q4 		$103M Hold
530,815
– – 4.13% 8
2025
Q3 		$125M Hold
530,815
– – 4.21% 11
2025
Q2 		$129M Sell
530,815
-412,500
-44% -$95.5M 4.11% 10
2025
Q1 		$218M Sell
943,315
-276,908
-23% -$62.3M 7.29% 7
2024
Q4 		$262M Sell
1,220,223
-59,250
-5% -$12M 9.8% 5
2024
Q3 		$230M Sell
1,279,473
-234,682
-15% -$42.2M 9.31% 6
2024
Q2 		$265M Buy
1,514,155
+647,096
+75% +$103M 13.01% 3
2024
Q1 		$140M Hold
867,059
– – 8.03% 7
2023
Q4 		$148M Sell
867,059
-233,911
-21% -$40.2M 8.51% 8
2023
Q3 		$183M Buy
1,100,970
+25,944
+2% +$4.19M 11.25% 3
2023
Q2 		$164M Buy
1,075,026
+82,406
+8% +$12.2M 11.23% 3
2023
Q1 		$156M Buy
992,620
+247,964
+33% +$37.4M 11.76% 3
2022
Q4 		$112M Buy
744,656
+16,459
+2% +$2.75M 10.19% 6
2022
Q3 		$121M Sell
728,197
-285,756
-28% -$43.3M 10.01% 4
2022
Q2 		$135M Buy
1,013,953
+21,333
+2% +$2.91M 10.43% 4
2022
Q1 		$156M Sell
992,620
-803,079
-45% -$97.6M 11.76% 3
2021
Q4 		$182M Buy
+1,795,699
New +$187M 12.21% 1

Other funds holding LNG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Darlington Partners Capital Management's LNG Position: Q1 2026 in Review

Darlington Partners Capital Management sold out of Cheniere Energy (LNG) in Q1 2026, closing a stake of 530,815 shares — an estimated $103M sold.

Darlington Partners Capital Management first reported a position in LNG in Q4 2021 and held it in 17 quarters. The position peaked at $265M in Q2 2024. 1,371 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Darlington Partners Capital Management reported no remaining Cheniere Energy position as of Q1 2026 after selling out during the quarter.
  • Darlington Partners Capital Management sold 530,815 Cheniere Energy shares in Q1 2026, an estimated $103M.
  • Darlington Partners Capital Management first reported a position in Cheniere Energy in Q4 2021 and held it in 17 quarters.
  • Darlington Partners Capital Management's Cheniere Energy position peaked at $265M in Q2 2024.
  • 1,371 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Darlington Partners Capital Management's 13F filing for Q1 2026, filed 15 May 2026.