13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001662906-23-000003
Total Value
$1.19B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 302,917 | $223.3M | 18.76% |
| 2 | VISA INC | V | 865,000 | $195.0M | 16.39% |
| 3 | IQVIA HLDGS INC | IQV | 756,000 | $150.4M | 12.63% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 3,175,000 | $137.5M | 11.55% |
| 5 | US FOODS HLDG CORP | USFD | 3,675,400 | $135.8M | 11.41% |
| 6 | S&P GLOBAL INC | SPGI | 390,000 | $134.5M | 11.30% |
| 7 | FORTINET INC | FTNT | 1,025,000 | $68.1M | 5.72% |
| 8 | PALO ALTO NETWORKS INC | PANW | 340,000 | $67.9M | 5.71% |
| 9 | ALCOA CORP | AA | 830,000 | $35.3M | 2.97% |
| 10 | TEMPUR SEALY INTL INC | SGI | 500,000 | $19.7M | 1.66% |
| 11 | PURECYCLE TECHNOLOGIES INC | PCTTW | 1,428,570 | $10.0M | 0.84% |
| 12 | REALOGY GRP LLC/REALOGY CO | 75606DAP6 | 10,000,000 | $6.9M | 0.58% |
| 13 | WAYFAIR INC | W | 5,000,000 | $3.7M | 0.31% |
| 14 | PURECYCLE TECHNOLOGIES INC | PCTTW | 714,285 | $2.1M | 0.18% |