Atalan Capital Partners as of March 31, 2025
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 17.4 | $183M | 360k | 508.10 | |
| Willis Towers Watson SHS (WTW) | 15.3 | $161M | 475k | 337.95 | |
| Us Foods Hldg Corp call (USFD) | 13.6 | $143M | 2.2M | 65.46 | |
| TransDigm Group Incorporated (TDG) | 11.8 | $125M | 90k | 1383.29 | |
| Talen Energy Corp (TLN) | 11.0 | $116M | 578k | 199.67 | |
| Amphenol Corp Cl A (APH) | 8.7 | $92M | 1.4M | 65.59 | |
| Mastercard Incorporated Cl A (MA) | 8.6 | $90M | 165k | 548.12 | |
| Western Digital (WDC) | 6.2 | $65M | 1.6M | 40.43 | |
| Thermo Fisher Scientific (TMO) | 5.2 | $55M | 110k | 497.60 | |
| Sandisk Corp (SNDK) | 2.3 | $24M | 512k | 47.61 |
