The Analysis of Atalan Capital Partners, LP's Holdings


Currently, Atalan Capital Partners, LP holds 11 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in SPOT (+159.4K shares, valued at $92.6M), SPGI (+1.0K shares, valued at $522.6K), HQY (+3.5K shares, valued at $325.2K); decreased their positions in WDC (-405.4K shares, valued at $69.8M), WTW (-179.3K shares, valued at $58.9M), USFD (-483.0K shares, valued at $36.4M); initiated new positions in SPOT (+159.4K shares, valued at $92.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL746.6K shares0.00%2025-12-312026-02-17history
APH AMPHENOL CORP NEW1.4M shares-7.29%2025-12-312026-02-17history
SPGI S&P GLOBAL INC310.2K shares0.32%2025-12-312026-02-17history
MA MASTERCARD INCORPORATED231.3K shares-4.52%2025-12-312026-02-17history
WDC WESTERN DIGITAL CORP705.4K shares-36.50%2025-12-312026-02-17history
TDG TRANSDIGM GROUP INC87.7K shares-5.50%2025-12-312026-02-17history
WTW WILLIS TOWERS WATSON PLC LTD336.0K shares-34.80%2025-12-312026-02-17history
TLN TALEN ENERGY CORP279.3K shares-12.44%2025-12-312026-02-17history
Sponsored
SPOT SPOTIFY TECHNOLOGY S A159.4K sharesnew addition2025-12-312026-02-17history
USFD US FOODS HLDG CORP1.2M shares-28.87%2025-12-312026-02-17history
HQY HEALTHEQUITY INC915.1K shares0.39%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available