Atalan Capital Partners as of June 30, 2025
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 12.1 | $158M | 300k | 527.29 | |
| Amphenol Corp Cl A (APH) | 12.1 | $158M | 1.6M | 98.75 | |
| Us Foods Hldg Corp call (USFD) | 12.0 | $156M | 2.0M | 77.01 | |
| Willis Towers Watson SHS (WTW) | 11.8 | $153M | 500k | 306.50 | |
| Talen Energy Corp (TLN) | 11.4 | $148M | 510k | 290.77 | |
| TransDigm Group Incorporated (TDG) | 10.5 | $137M | 90k | 1520.64 | |
| Mastercard Incorporated Cl A (MA) | 10.1 | $132M | 235k | 561.94 | |
| Healthequity (HQY) | 5.6 | $73M | 700k | 104.76 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 5.5 | $72M | 500k | 144.33 | |
| Western Digital (WDC) | 5.3 | $69M | 1.1M | 63.99 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $45M | 110k | 405.46 |
