13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001662906-24-000012
Total Value
$1.16B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 360,000 | $186.0M | 15.99% |
| 2 | US FOODS HLDG CORP | USFD | 2,852,698 | $175.4M | 15.08% |
| 3 | TRANSDIGM GROUP INC | TDG | 103,000 | $147.0M | 12.64% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 1,805,000 | $130.2M | 11.19% |
| 5 | TALEN ENERGY CORP | TLN | 707,000 | $126.0M | 10.83% |
| 6 | IQVIA HLDGS INC | IQV | 520,000 | $123.2M | 10.59% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 179,000 | $110.7M | 9.52% |
| 8 | AMPHENOL CORP NEW | 032095101 | 1,395,000 | $90.9M | 7.82% |
| 9 | WILLIS TOWERS WATSON PLC LTD | WTW | 250,000 | $73.6M | 6.33% |