13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001662906-25-000006
Total Value
$1.43B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 032095101 | 1,488,000 | $184.1M | 12.85% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 515,300 | $178.0M | 12.43% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 746,600 | $176.2M | 12.30% |
| 4 | S&P GLOBAL INC | SPGI | 309,200 | $150.5M | 10.51% |
| 5 | MASTERCARD INCORPORATED | MA | 242,200 | $137.8M | 9.62% |
| 6 | TALEN ENERGY CORP | TLN | 319,000 | $135.7M | 9.47% |
| 7 | WESTERN DIGITAL CORP | WDC | 1,110,788 | $133.4M | 9.31% |
| 8 | US FOODS HLDG CORP | USFD | 1,673,000 | $128.2M | 8.95% |
| 9 | TRANSDIGM GROUP INC | TDG | 92,750 | $122.2M | 8.53% |
| 10 | HEALTHEQUITY INC | HQY | 911,600 | $86.4M | 6.03% |