Atalan Capital Partners, LP
- SEC CIK
- 0001662906
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 10
- 0 vs. Q4 2023
- Portfolio value
- $1.21B
- +$74.2M (+6.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| USFDUS Foods Holding Corp. | COM | 3,600,000 | $194.3M | 16.1% | −200,000−5.3% | Reduced | History |
| TDGTransDigm Group INC | COM | 150,000 | $184.7M | 15.3% | −50,000−25.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 410,000 | $174.4M | 14.4% | +60,000+17.1% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 610,000 | $154.3M | 12.8% | −60,000−9.0% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 2,000,000 | $141.8M | 11.7% | +100,000+5.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 203,000 | $118.0M | 9.8% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 375,000 | $103.1M | 8.5% | −15,000−3.8% | Reduced | History |
| MBLYMobileye Global Inc. | Stock | 2,568,670 | $82.6M | 6.8% | +2,568,670 | New | History |
| APHAmphenol Corp | CL A | 450,000 | $51.9M | 4.3% | 00.0% | Unchanged | History |
| Wayfair Inc.94419LAM3 | NOTE 0.625%10/0 | – | $4.64M | 0.4% | – | – | – |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.