13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001662906-26-000001
Total Value
$1.41B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 746,600 | $205.6M | 14.63% |
| 2 | AMPHENOL CORP NEW | 032095101 | 1,379,500 | $186.4M | 13.26% |
| 3 | S&P GLOBAL INC | SPGI | 310,200 | $162.1M | 11.53% |
| 4 | MASTERCARD INCORPORATED | MA | 231,250 | $132.0M | 9.39% |
| 5 | WESTERN DIGITAL CORP | WDC | 705,400 | $121.5M | 8.65% |
| 6 | TRANSDIGM GROUP INC | TDG | 87,650 | $116.6M | 8.29% |
| 7 | WILLIS TOWERS WATSON PLC LTD | WTW | 336,000 | $110.4M | 7.86% |
| 8 | TALEN ENERGY CORP | TLN | 279,315 | $104.7M | 7.45% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 159,440 | $92.6M | 6.59% |
| 10 | US FOODS HLDG CORP | USFD | 1,190,000 | $89.6M | 6.38% |
| 11 | HEALTHEQUITY INC | HQY | 915,150 | $83.8M | 5.97% |