Q4 2024 · 13F-HR
Atalan Capital Partners, LPholdings as filed
Filed 2025-02-14 · accession 0001662906-25-000002
$1.01B
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78409V104 | SPGI | S&P GLOBAL INC | $179.3M | 17.8% | 360,000 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $160.6M | 16.0% | 2,380,000 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $148.8M | 14.8% | 475,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $130.5M | 13.0% | 103,000 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $110.8M | 11.0% | 550,000 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $96.9M | 9.64% | 1,395,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $62.6M | 6.23% | 1,050,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $58.5M | 5.82% | 530,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $57.2M | 5.69% | 110,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.