Investor Details
| Filer Name: | ATALAN CAPITAL PARTNERS, LP |
|---|---|
| CIK: | 1662906 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 9 |
| Portfolio Value: | $1.01B |
Atalan Capital Partners, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| SPGI | US | S&P GLOBAL INC | 360,000 | $179M | 17.84% | - | - |
| USFD | US | US FOODS HOLDING CORP | 2,380,000 | $161M | 15.97% | -16.6% | - |
| WTW | US | WILLIS TOWERS WATSON PLC | 475,000 | $149M | 14.80% | 90.0% | - |
| TDG | US | TRANSDIGM GROUP INC | 103,000 | $131M | 12.99% | - | - |
| TLN | US | TALEN ENERGY CORP | 550,000 | $111M | 11.02% | -22.2% | - |
| APH | US | AMPHENOL CORP-CL A | 1,395,000 | $97M | 9.64% | - | - |
| WDC | US | WESTERN DIGITAL CORP | 1,050,000 | $63M | 6.23% | 100.0% | - |
| MRVL | US | MARVELL TECHNOLOGY INC | 530,000 | $59M | 5.82% | -70.6% | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 110,000 | $57M | 5.69% | -38.5% | - |