13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001662906-24-000003
Total Value
$1.21B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | US FOODS HLDG CORP | USFD | 3,600,000 | $194.3M | 16.06% |
| 2 | TRANSDIGM GROUP INC | TDG | 150,000 | $184.7M | 15.27% |
| 3 | S&P GLOBAL INC | SPGI | 410,000 | $174.4M | 14.42% |
| 4 | IQVIA HLDGS INC | IQV | 610,000 | $154.3M | 12.75% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 2,000,000 | $141.8M | 11.72% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 203,000 | $118.0M | 9.75% |
| 7 | WILLIS TOWERS WATSON PLC LTD | WTW | 375,000 | $103.1M | 8.52% |
| 8 | MOBILEYE GLOBAL INC | MBLY | 2,568,670 | $82.6M | 6.83% |
| 9 | AMPHENOL CORP NEW | 032095101 | 450,000 | $51.9M | 4.29% |
| 10 | WAYFAIR INC | W | 5,000,000 | $4.6M | 0.38% |