Institutions / Atalan Capital Partners, LP
Atalan Capital Partners, LP
CIK 1662906 · Institution · as of Dec 31, 2025
Portfolio value
$1.41B
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Seagate Technology Holdings PLC | $205.61M | 14.6% |
| Amphenol Corp /De | $186.43M | 13.3% |
| S&P Global Inc. | $162.11M | 11.5% |
| Mastercard Inc | $132.02M | 9.4% |
| Western Digital Corp | $121.52M | 8.6% |
| TransDigm Group Inc. | $116.56M | 8.3% |
| Willis Towers Watson PLC | $110.41M | 7.9% |
| Talen Energy Corp | $104.70M | 7.4% |
| Spotify Technology S a | $92.59M | 6.6% |
| US Foods Holding Corp. | $89.63M | 6.4% |
| Healthequity, Inc. | $83.84M | 6.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.