13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001662906-23-000002
Total Value
$1.06B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 302,917 | $190.7M | 18.08% |
| 2 | VISA INC | V | 865,000 | $179.7M | 17.03% |
| 3 | IQVIA HLDGS INC | IQV | 750,000 | $153.7M | 14.56% |
| 4 | S&P GLOBAL INC | SPGI | 390,000 | $130.6M | 12.38% |
| 5 | VERISIGN INC | VRSN | 620,000 | $127.4M | 12.07% |
| 6 | US FOODS HLDG CORP | USFD | 3,600,000 | $122.5M | 11.61% |
| 7 | FORTINET INC | FTNT | 1,375,000 | $67.2M | 6.37% |
| 8 | PALO ALTO NETWORKS INC | PANW | 340,000 | $47.4M | 4.50% |
| 9 | TEMPUR SEALY INTL INC | SGI | 500,000 | $17.2M | 1.63% |
| 10 | PURECYCLE TECHNOLOGIES INC | PCTTW | 1,428,570 | $9.7M | 0.92% |
| 11 | REALOGY GRP LLC/REALOGY CO | 75606DAP6 | 10,000,000 | $7.0M | 0.67% |
| 12 | PURECYCLE TECHNOLOGIES INC | PCTTW | 714,285 | $2.0M | 0.19% |