Atalan Capital Partners as of Dec. 31, 2025
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 14.6 | $206M | 747k | 275.39 | |
| Amphenol Corp Cl A (APH) | 13.3 | $186M | 1.4M | 135.14 | |
| S&p Global (SPGI) | 11.5 | $162M | 310k | 522.59 | |
| Mastercard Incorporated Cl A (MA) | 9.4 | $132M | 231k | 570.88 | |
| Western Digital (WDC) | 8.6 | $122M | 705k | 172.27 | |
| TransDigm Group Incorporated (TDG) | 8.3 | $117M | 88k | 1329.85 | |
| Willis Towers Watson SHS (WTW) | 7.9 | $110M | 336k | 328.60 | |
| Talen Energy Corp (TLN) | 7.4 | $105M | 279k | 374.84 | |
| Spotify Technology S A SHS (SPOT) | 6.6 | $93M | 159k | 580.71 | |
| Us Foods Hldg Corp call (USFD) | 6.4 | $90M | 1.2M | 75.32 | |
| Healthequity (HQY) | 6.0 | $84M | 915k | 91.61 |
