Atalan Capital Partners, LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Atalan Capital Partners, LP reported 9 stock positions worth $1.2 billion. Its top holding was US Foods (USFD) at 16.1% of the portfolio, followed by Transdigm (TDG, 15.3%) and S&P Global (SPGI, 14.5%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 2 and reduced 4. The biggest buy was a new position in Mobileye Global Class A (MBLY) and the biggest sale an exit from Visa Class A (V).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001662906
Portfolio Value
$1.2B (Q1 2024)
SEC Filing
0001662906-24-000003 ↗ filed May 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B $1.2B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.0B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 9 stocks · $1.2B
USFD US Foods Holding Corp. 16.12% 3,600,000 $194.3M Reduce -5.3%
TDG Transdigm Group Inc. 15.33% 150,000 $184.7M Reduce -25.0%
SPGI S&P Global Inc. 14.47% 410,000 $174.4M Add +17.1%
IQV Iqvia Holdings Inc. 12.80% 610,000 $154.3M Reduce -9.0%
MRVL Marvell Technology Inc. 11.76% 2,000,000 $141.8M Add +5.3%
TMO Thermo Fisher Scientific Inc. 9.79% 203,000 $118.0M No change
WTW Willis Towers Watson PLC 8.56% 375,000 $103.1M Reduce -3.9%
MBLY Mobileye Global Inc. Class A 6.85% 2,568,670 $82.6M New
APH Amphenol Corp. Class A 4.31% 450,000 $51.9M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.6M (not counted above)
SecurityClassShares / PrincipalValueChange
WAYFAIR INC (W 0.625 10/01/25) NOTE 0.625%10/0 · principal 5,000,000$4.6MNo change

Total filed on the 13F, all lines: $1.2B.

Portfolio Sells Q4 2023 → Q1 2024
V Visa Inc. Class A Sold out 0.00% −7.60
TDG Transdigm Group Inc. Reduce -25.0% 15.33% −2.56
IQV Iqvia Holdings Inc. Reduce -9.0% 12.80% −0.91
WTW Willis Towers Watson PLC Reduce -3.9% 8.56% +0.24
USFD US Foods Holding Corp. Reduce -5.3% 16.12% +0.87

Portfolio Buys Q4 2023 → Q1 2024
MBLY Mobileye Global Inc. Class A New 6.85% +6.85
MRVL Marvell Technology Inc. Add +5.3% 11.76% +1.63
SPGI S&P Global Inc. Add +17.1% 14.47% +0.84

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 9$1.6BSTX, MA, TTMI, GLW, TDG
Q1 2026 10$1.1BSTX, APH, MA, SPOT, TDG
Q4 2025 11$1.4BSTX, APH, SPGI, MA, WDC
Q3 2025 10$1.4BAPH, WTW, STX, SPGI, MA
Q2 2025 11$1.3BSPGI, APH, USFD, WTW, TLN
Q1 2025 10$1.1BSPGI, WTW, USFD, TDG, TLN
Q4 2024 9$1.0BSPGI, USFD, WTW, TDG, TLN
Q3 2024 9$1.2BSPGI, USFD, TDG, MRVL, TLN
Q2 2024 9$1.1BSPGI, USFD, TDG, IQV, MRVL
Q1 2024 9$1.2BUSFD, TDG, SPGI, IQV, MRVL