Atalan Capital Partners as of Dec. 31, 2022
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 18.1 | $191M | 303k | 629.65 | |
| Visa Com Cl A (V) | 17.0 | $180M | 865k | 207.76 | |
| Iqvia Holdings (IQV) | 14.6 | $154M | 750k | 204.89 | |
| S&p Global (SPGI) | 12.4 | $131M | 390k | 334.94 | |
| Verisign (VRSN) | 12.1 | $127M | 620k | 205.44 | |
| Us Foods Hldg Corp call (USFD) | 11.6 | $123M | 3.6M | 34.02 | |
| Fortinet (FTNT) | 6.4 | $67M | 1.4M | 48.89 | |
| Palo Alto Networks (PANW) | 4.5 | $47M | 340k | 139.54 | |
| Tempur-Pedic International (TPX) | 1.6 | $17M | 500k | 34.33 | |
| Purecycle Technologies (PCT) | 0.9 | $9.7M | 1.4M | 6.76 | |
| Realogy Grp Llc/realogy Note 0.250% 6/1 (Principal) | 0.7 | $7.0M | 10M | 0.70 | |
| Purecycle Technologies *w Exp 03/17/202 (PCTTW) | 0.2 | $2.0M | 714k | 2.74 |
