13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001662906-24-000007
Total Value
$1.07B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 405,000 | $180.6M | 16.84% |
| 2 | US FOODS HLDG CORP | USFD | 3,152,698 | $167.0M | 15.57% |
| 3 | TRANSDIGM GROUP INC | TDG | 113,500 | $145.0M | 13.52% |
| 4 | IQVIA HLDGS INC | IQV | 555,000 | $117.3M | 10.94% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 1,625,000 | $113.6M | 10.59% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 189,000 | $104.5M | 9.74% |
| 7 | WILLIS TOWERS WATSON PLC LTD | WTW | 330,000 | $86.5M | 8.06% |
| 8 | MOBILEYE GLOBAL INC | MBLY | 2,874,609 | $80.7M | 7.53% |
| 9 | AMPHENOL CORP NEW | 032095101 | 1,150,000 | $77.5M | 7.22% |