Atalan Capital Partners as of March 31, 2021
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 18 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 10.3 | $151M | 505k | 298.61 | |
| Adobe Systems Incorporated (ADBE) | 9.6 | $140M | 295k | 475.37 | |
| TransDigm Group Incorporated (TDG) | 8.6 | $126M | 215k | 587.92 | |
| Wabtec Corporation (WAB) | 7.6 | $112M | 1.4M | 79.16 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.5 | $109M | 728k | 150.15 | |
| Verisign (VRSN) | 6.4 | $94M | 473k | 198.76 | |
| Visa Com Cl A (V) | 5.6 | $83M | 390k | 211.73 | |
| Willis Towers Watson SHS (WTW) | 5.6 | $82M | 360k | 228.88 | |
| LKQ Corporation (LKQ) | 5.5 | $80M | 1.9M | 42.33 | |
| Altice Usa Cl A (ATUS) | 5.4 | $79M | 2.4M | 32.53 | |
| E2open Parent Holdings Com Cl A (ETWO) | 4.8 | $71M | 7.1M | 9.96 | |
| Msci (MSCI) | 4.8 | $70M | 167k | 419.28 | |
| Uber Technologies (UBER) | 4.7 | $69M | 1.3M | 54.51 | |
| Builders FirstSource (BLDR) | 4.0 | $58M | 1.3M | 46.37 | |
| Eventbrite Com Cl A (EB) | 3.0 | $44M | 2.0M | 22.16 | |
| American Eagle Outfitters (AEO) | 2.8 | $41M | 1.4M | 29.24 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.2 | $32M | 390k | 81.09 | |
| Purecycle Technologies (PCT) | 1.6 | $24M | 925k | 25.50 |
