13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001662906-25-000003
Total Value
$1.05B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 360,000 | $182.9M | 17.38% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 475,000 | $160.5M | 15.26% |
| 3 | US FOODS HLDG CORP | USFD | 2,180,000 | $142.7M | 13.56% |
| 4 | TRANSDIGM GROUP INC | TDG | 90,000 | $124.5M | 11.83% |
| 5 | TALEN ENERGY CORP | TLN | 578,373 | $115.5M | 10.97% |
| 6 | AMPHENOL CORP NEW | 032095101 | 1,395,000 | $91.5M | 8.70% |
| 7 | MASTERCARD INCORPORATED | MA | 165,000 | $90.4M | 8.59% |
| 8 | WESTERN DIGITAL CORP | WDC | 1,610,000 | $65.1M | 6.19% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 110,000 | $54.7M | 5.20% |
| 10 | SANDISK CORP | SNDK | 511,664 | $24.4M | 2.32% |