Q1 2025 · 13F-HR
Atalan Capital Partners, LPholdings as filed
Filed 2025-05-15 · accession 0001662906-25-000003
$1.05B
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78409V104 | SPGI | S&P GLOBAL INC | $182.9M | 17.4% | 360,000 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $160.5M | 15.3% | 475,000 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $142.7M | 13.6% | 2,180,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $124.5M | 11.8% | 90,000 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $115.5M | 11.0% | 578,373 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $91.5M | 8.70% | 1,395,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $90.4M | 8.59% | 165,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $65.1M | 6.19% | 1,610,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $54.7M | 5.20% | 110,000 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $24.4M | 2.32% | 511,664 | 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.