Atalan Capital Partners, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Atalan Capital Partners, LP reported 10 stock positions worth $1.1 billion. Its top holding was S&P Global (SPGI) at 17.4% of the portfolio, followed by Willis Towers Watson (WTW, 15.3%) and US Foods (USFD, 13.6%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 2. The biggest buy was a new position in Mastercard Class A (MA) and the biggest sale an exit from Marvell Technology (MRVL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001662906
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001662906-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 10 stocks · $1.1B
| SPGI S&P Global Inc. | 17.38% | 360,000 | $182.9M | No change |
| WTW Willis Towers Watson PLC | 15.26% | 475,000 | $160.5M | No change |
| USFD US Foods Holding Corp. | 13.56% | 2,180,000 | $142.7M | Reduce -8.4% |
| TDG Transdigm Group Inc. | 11.83% | 90,000 | $124.5M | Reduce -12.6% |
| TLN Talen Energy Corp. | 10.97% | 578,373 | $115.5M | Add +5.2% |
| APH Amphenol Corp. Class A | 8.70% | 1,395,000 | $91.5M | No change |
| MA Mastercard Inc. Class A | 8.59% | 165,000 | $90.4M | New |
| WDC Western Digital Corp. | 6.19% | 1,610,000 | $65.1M | Add +53.3% |
| TMO Thermo Fisher Scientific Inc. | 5.20% | 110,000 | $54.7M | No change |
| SNDK Sandisk Corp. | 2.32% | 511,664 | $24.4M | Add +46.3% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $1.6B | STX, MA, TTMI, GLW, TDG |
| Q1 2026 | 10 | $1.1B | STX, APH, MA, SPOT, TDG |
| Q4 2025 | 11 | $1.4B | STX, APH, SPGI, MA, WDC |
| Q3 2025 | 10 | $1.4B | APH, WTW, STX, SPGI, MA |
| Q2 2025 | 11 | $1.3B | SPGI, APH, USFD, WTW, TLN |
| Q1 2025 | 10 | $1.1B | SPGI, WTW, USFD, TDG, TLN |
| Q4 2024 | 9 | $1.0B | SPGI, USFD, WTW, TDG, TLN |
| Q3 2024 | 9 | $1.2B | SPGI, USFD, TDG, MRVL, TLN |
| Q2 2024 | 9 | $1.1B | SPGI, USFD, TDG, IQV, MRVL |
| Q1 2024 | 9 | $1.2B | USFD, TDG, SPGI, IQV, MRVL |