13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004856
Total Value
$1.30B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 300,000 | $158.2M | 12.15% |
| 2 | AMPHENOL CORP NEW | 032095101 | 1,600,000 | $158.0M | 12.13% |
| 3 | US FOODS HLDG CORP | USFD | 2,025,000 | $155.9M | 11.98% |
| 4 | WILLIS TOWERS WATSON PLC LTD | WTW | 500,000 | $153.3M | 11.77% |
| 5 | TALEN ENERGY CORP | TLN | 510,000 | $148.3M | 11.39% |
| 6 | TRANSDIGM GROUP INC | TDG | 90,000 | $136.9M | 10.51% |
| 7 | MASTERCARD INCORPORATED | MA | 235,000 | $132.1M | 10.14% |
| 8 | HEALTHEQUITY INC | HQY | 700,000 | $73.3M | 5.63% |
| 9 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 500,000 | $72.2M | 5.54% |
| 10 | WESTERN DIGITAL CORP | WDC | 1,084,788 | $69.4M | 5.33% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 110,000 | $44.6M | 3.43% |