13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001662906-25-000002
Total Value
$1.01B
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 | $179.3M | 17.84% |
| 2 | US FOODS HLDG CORP | USFD | 2,380,000 | $160.6M | 15.97% |
| 3 | WILLIS TOWERS WATSON PLC LTD | WTW | 475,000 | $148.8M | 14.80% |
| 4 | TRANSDIGM GROUP INC | TDG | 103,000 | $130.5M | 12.99% |
| 5 | TALEN ENERGY CORP | TLN | 550,000 | $110.8M | 11.02% |
| 6 | AMPHENOL CORP NEW | 032095101 | 1,395,000 | $96.9M | 9.64% |
| 7 | WESTERN DIGITAL CORP | WDC | 1,050,000 | $62.6M | 6.23% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 530,000 | $58.5M | 5.82% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 110,000 | $57.2M | 5.69% |