The Analysis of Atalan Capital Partners, LP's Holdings


Currently, Atalan Capital Partners, LP holds 10 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in STX (+246.6K shares, valued at $58.2M), HQY (+211.6K shares, valued at $20.1M), WTW (+15.3K shares, valued at $5.3M); decreased their positions in TLN (-191.0K shares, valued at $81.2M), USFD (-352.0K shares, valued at $27.0M), APH (-112.0K shares, valued at $13.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APH AMPHENOL CORP NEW1.5M shares-7.00%2025-09-302025-11-14history
WTW WILLIS TOWERS WATSON PLC LTD515.3K shares3.06%2025-09-302025-11-14history
STX SEAGATE TECHNOLOGY HLDNGS PL746.6K shares49.32%2025-09-302025-11-14history
SPGI S&P GLOBAL INC309.2K shares3.07%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED242.2K shares3.06%2025-09-302025-11-14history
TLN TALEN ENERGY CORP319.0K shares-37.45%2025-09-302025-11-14history
WDC WESTERN DIGITAL CORP1.1M shares2.40%2025-09-302025-11-14history
USFD US FOODS HLDG CORP1.7M shares-17.38%2025-09-302025-11-14history
Sponsored
TDG TRANSDIGM GROUP INC92.8K shares3.06%2025-09-302025-11-14history
HQY HEALTHEQUITY INC911.6K shares30.23%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available