Atalan Capital Partners as of Sept. 30, 2023
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 20.0 | $213M | 253k | 843.13 | |
| Us Foods Hldg Corp call (USFD) | 14.0 | $150M | 3.8M | 39.70 | |
| S&p Global (SPGI) | 12.7 | $135M | 370k | 365.41 | |
| Iqvia Holdings (IQV) | 12.0 | $128M | 650k | 196.75 | |
| Marvell Technology (MRVL) | 11.3 | $120M | 2.2M | 54.13 | |
| Visa Com Cl A (V) | 8.2 | $87M | 380k | 230.01 | |
| Thermo Fisher Scientific (TMO) | 8.1 | $86M | 170k | 506.17 | |
| Fortinet (FTNT) | 5.2 | $56M | 950k | 58.68 | |
| Willis Towers Watson SHS (WTW) | 4.9 | $52M | 250k | 208.96 | |
| Palo Alto Networks (PANW) | 3.3 | $35M | 150k | 234.44 | |
| Wayfair Note 0.625%10/0 (Principal) | 0.4 | $4.3M | 5.0M | 0.87 |
