Atalan Capital Partners, LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Atalan Capital Partners, LP reported 9 stock positions worth $1.0 billion. Its top holding was S&P Global (SPGI) at 17.8% of the portfolio, followed by US Foods (USFD, 16.0%) and Willis Towers Watson (WTW, 14.8%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 4. The biggest buy was Willis Towers Watson (WTW, shares +90%) and the biggest sale an exit from Iqvia (IQV).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001662906
Portfolio Value
$1.0B (Q4 2024)
SEC Filing
0001662906-25-000002 ↗ filed Feb 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.0B $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 · $1.0B
SPGI S&P Global Inc. 17.84% 360,000 $179.3M No change
USFD US Foods Holding Corp. 15.97% 2,380,000 $160.6M Reduce -16.6%
WTW Willis Towers Watson PLC 14.80% 475,000 $148.8M Add +90.0%
TDG Transdigm Group Inc. 12.99% 103,000 $130.5M No change
TLN Talen Energy Corp. 11.02% 550,000 $110.8M Reduce -22.2%
APH Amphenol Corp. Class A 9.64% 1,395,000 $96.9M No change
WDC Western Digital Corp. 6.23% 1,050,000 $62.6M New
MRVL Marvell Technology Inc. 5.82% 530,000 $58.5M Reduce -70.6%
TMO Thermo Fisher Scientific Inc. 5.69% 110,000 $57.2M Reduce -38.5%

Portfolio Sells Q3 2024 → Q4 2024
IQV Iqvia Holdings Inc. Sold out 0.00% −10.59
MRVL Marvell Technology Inc. Reduce -70.6% 5.82% −5.37
TMO Thermo Fisher Scientific Inc. Reduce -38.5% 5.69% −3.83
TLN Talen Energy Corp. Reduce -22.2% 11.02% +0.19
USFD US Foods Holding Corp. Reduce -16.6% 15.97% +0.89

Portfolio Buys Q3 2024 → Q4 2024
WTW Willis Towers Watson PLC Add +90.0% 14.80% +8.47
WDC Western Digital Corp. New 6.23% +6.23

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