Atalan Capital Partners, LP 13F Holdings

CIK 0001662906 · NEW YORK, NY

As of Sep 30, 2025, Atalan Capital Partners, LP reported 10 positions worth .4B in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
AMPHENOL CORP-CL AAPHTechnology1,488,000 84.1M12.85%
WILLIS TOWERS WATSON PLCWTWFinancial Services515,300 78.0M12.43%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology746,600 76.2M12.30%
S&P GLOBAL INCSPGIFinancial Services309,200 50.5M10.51%
MASTERCARD INCMAFinancial Services242,200 37.8M9.62%
TALEN ENERGY CORPTLNUtilities319,000 35.7M9.47%
WESTERN DIGITAL CORPWDCTechnology1,110,788 33.4M9.31%
US FOODS HOLDING CORPUSFDConsumer Defensive1,673,000 28.2M8.95%
TRANSDIGM GROUP INCTDGIndustrials92,750 22.2M8.53%
HEALTHEQUITY INCHQYHealthcare911,600$86.4M6.03%