Atalan Capital Partners, LP
Top Portfolio Positions
10 positions ·
$1,084,988,533 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STX |
Seagate Technology Holdings plc
Technology
|
718,800 | $281,597,088 | 25.95% | |
| APH |
Amphenol Corp /De/
Technology
|
962,450 | $121,605,557 | 11.21% | |
| MA |
Mastercard Inc
Financial Services
|
234,650 | $117,245,219 | 10.81% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
229,550 | $111,311,090 | 10.26% | |
| TDG |
TransDigm Group INC
Industrials
|
84,500 | $97,932,120 | 9.03% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
1,051,000 | $96,912,710 | 8.93% | |
| TTMI |
Ttm Technologies Inc
Technology
|
768,290 | $74,846,811 | 6.90% | |
| HQY |
Healthequity, Inc.
Healthcare
|
883,670 | $73,848,301 | 6.81% | |
| TLN |
Talen Energy Corp
Utilities
|
229,600 | $73,295,208 | 6.76% | |
| WDC |
Western Digital Corp
Technology
|
134,550 | $36,394,429 | 3.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in USFD
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,912,710 | 1,051,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,630,800 | 1,190,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $128,185,260 | 1,673,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $155,945,250 | 2,025,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $142,702,800 | 2,180,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $160,554,800 | 2,380,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $175,440,927 | 2,852,698 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $167,029,940 | 3,152,698 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $194,292,000 | 3,600,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $172,558,000 | 3,800,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $149,867,500 | 3,775,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $161,717,600 | 3,675,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $135,769,276 | 3,675,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $122,472,000 | 3,600,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $95,184,000 | 3,600,000 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||