Atalan Capital Partners as of March 31, 2024
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 16.1 | $194M | 3.6M | 53.97 | |
| TransDigm Group Incorporated (TDG) | 15.3 | $185M | 150k | 1231.60 | |
| S&p Global (SPGI) | 14.4 | $174M | 410k | 425.45 | |
| Iqvia Holdings (IQV) | 12.8 | $154M | 610k | 252.89 | |
| Marvell Technology (MRVL) | 11.7 | $142M | 2.0M | 70.88 | |
| Thermo Fisher Scientific (TMO) | 9.8 | $118M | 203k | 581.21 | |
| Willis Towers Watson SHS (WTW) | 8.5 | $103M | 375k | 275.00 | |
| Mobileye Global Common Class A (MBLY) | 6.8 | $83M | 2.6M | 32.15 | |
| Amphenol Corp Cl A (APH) | 4.3 | $52M | 450k | 115.35 | |
| Wayfair Note 0.625%10/0 (Principal) | 0.4 | $4.6M | 5.0M | 0.93 |
