Atalan Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 12.9 | $184M | 1.5M | 123.75 | |
| Willis Towers Watson SHS (WTW) | 12.4 | $178M | 515k | 345.45 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 12.3 | $176M | 747k | 236.06 | |
| S&p Global (SPGI) | 10.5 | $151M | 309k | 486.71 | |
| Mastercard Incorporated Cl A (MA) | 9.6 | $138M | 242k | 568.81 | |
| Talen Energy Corp (TLN) | 9.5 | $136M | 319k | 425.38 | |
| Western Digital (WDC) | 9.3 | $133M | 1.1M | 120.06 | |
| Us Foods Hldg Corp call (USFD) | 8.9 | $128M | 1.7M | 76.62 | |
| TransDigm Group Incorporated (TDG) | 8.5 | $122M | 93k | 1318.02 | |
| Healthequity (HQY) | 6.0 | $86M | 912k | 94.77 |
