DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: GLOBAL E ONLINE LTD (GLBE): Quarterly 13F Position History
As of Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 6,961,820 shares of GLOBAL E ONLINE LTD (GLBE), worth $214.8M and representing 9.6% of its 13F equity book. Quarter-over-quarter share count change: + 3,201,541 (+85.1%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 6,961,820Shares Held (Latest Filing)
- $214.8MReported Market Value (Latest Filing)
- 9.6%Portfolio Weight (% of 13F Equity Book)
- +3,201,541Quarter-over-Quarter Share Change
- +$67.0MQuarter-over-Quarter Value Change
- 6,961,820Peak Reported Shares (Historical)
Recent initiation: DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first reported GLBE on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,961,820 | +3,201,541 | +85.1% | $214.8M | 9.6% | $30.9 |
| Q4 2025 | 3,760,279 | — | — | $147.8M | 5.9% | $39.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first disclose a GLBE position in 13F-HR filings?
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first reported GLOBAL E ONLINE LTD (GLBE) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in GLBE?
Between Q4 2025 and Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 3,201,541 shares of GLBE (+85.1%), bringing the total reported position to 6,961,820 shares at a market value of $214.8M.
Does the implied price-per-share represent DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's cost basis in GLBE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.