Atalan Capital Partners, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Atalan Capital Partners, LP reported 10 stock positions worth $1.4 billion. Its top holding was Amphenol Class A (APH) at 12.9% of the portfolio, followed by Willis Towers Watson (WTW, 12.4%) and Seagate Technology (STX, 12.3%). Compared with Q2 2025, it sold out of 1, added to 7 and reduced 3. The biggest buy was Seagate Technology (STX, shares +49%) and the biggest sale an exit from Thermo Fisher Scientific (TMO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001662906
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001662906-25-000006 ↗ filed Nov 14, 2025
Holdings Value
Holdings 10 stocks · $1.4B
| APH Amphenol Corp. Class A | 12.85% | 1,488,000 | $184.1M | Reduce -7.0% |
| WTW Willis Towers Watson PLC | 12.43% | 515,300 | $178.0M | Add +3.1% |
| STX Seagate Technology Holdings | 12.30% | 746,600 | $176.2M | Add +49.3% |
| SPGI S&P Global Inc. | 10.51% | 309,200 | $150.5M | Add +3.1% |
| MA Mastercard Inc. Class A | 9.62% | 242,200 | $137.8M | Add +3.1% |
| TLN Talen Energy Corp. | 9.47% | 319,000 | $135.7M | Reduce -37.5% |
| WDC Western Digital Corp. | 9.31% | 1,110,788 | $133.4M | Add +2.4% |
| USFD US Foods Holding Corp. | 8.95% | 1,673,000 | $128.2M | Reduce -17.4% |
| TDG Transdigm Group Inc. | 8.53% | 92,750 | $122.2M | Add +3.1% |
| HQY Healthequity Inc. | 6.03% | 911,600 | $86.4M | Add +30.2% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| STX Seagate Technology Holdings | Add +49.3% | 12.30% | +6.76 |
| WDC Western Digital Corp. | Add +2.4% | 9.31% | +3.98 |
| WTW Willis Towers Watson PLC | Add +3.1% | 12.43% | +0.66 |
| HQY Healthequity Inc. | Add +30.2% | 6.03% | +0.40 |
| MA Mastercard Inc. Class A | Add +3.1% | 9.62% | −0.52 |
| SPGI S&P Global Inc. | Add +3.1% | 10.51% | −1.64 |
| TDG Transdigm Group Inc. | Add +3.1% | 8.53% | −1.98 |
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 |