Atalan Capital Partners as of Sept. 30, 2022
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 17.5 | $159M | 303k | 524.82 | |
| Visa Com Cl A (V) | 16.7 | $152M | 855k | 177.65 | |
| Iqvia Holdings (IQV) | 14.8 | $135M | 745k | 181.14 | |
| Verisign (VRSN) | 11.8 | $108M | 620k | 173.70 | |
| Palo Alto Networks (PANW) | 10.9 | $99M | 605k | 163.79 | |
| Us Foods Hldg Corp call (USFD) | 10.5 | $95M | 3.6M | 26.44 | |
| S&p Global (SPGI) | 9.2 | $84M | 275k | 305.35 | |
| Moody's Corporation (MCO) | 5.9 | $53M | 219k | 243.11 | |
| Purecycle Technologies (PCT) | 2.1 | $19M | 2.4M | 8.07 | |
| Tempur-Pedic International (TPX) | 0.3 | $2.4M | 100k | 24.14 | |
| Purecycle Technologies *w Exp 03/17/202 (PCTTW) | 0.3 | $2.3M | 714k | 3.23 |
