Skip to content
Disclosery

Atalan Capital Partners, LP

Follow

13F filer, CIK 1662906, NEW YORK, NY

Atalan Capital Partners, LP reported $1,630,164,711 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001662906-26-000003

Period
2026-06-30
Reported value
$1.63B
Holdings
9
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLWnew+597,300$153M
MAadded+192,000$98.6M
TTMIadded+243,550$45.5M
SPOTadded+9,950$4.57M
TDGadded+3,030$4.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
STXreduced-145,800-$141M
APHreduced-419,300-$73.9M
TLNexited-229,600-$73.3M
WDCexited-134,550-$36.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001662906-26-000003, largest first. % of portfolio is the value over $1,630,164,711, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: 746,600 shares; 2025Q4: 746,600 shares; 2026Q1: 718,800 shares; 2026Q2: 573,000 shares 573,000$553M33.92%-145,800Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,000 shares; 2025Q2: 235,000 shares; 2025Q3: 242,200 shares; 2025Q4: 231,250 shares; 2026Q1: 234,650 shares; 2026Q2: 426,650 shares 426,650$219M13.44%+192,000Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768,290 shares; 2026Q2: 1,011,840 shares 1,011,840$189M11.61%+243,550Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597,300 shares 597,300$153M9.36%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,000 shares; 2024Q4: 103,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 92,750 shares; 2025Q4: 87,650 shares; 2026Q1: 84,500 shares; 2026Q2: 87,530 shares 87,530$117M7.15%+3,030Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852,698 shares; 2024Q4: 2,380,000 shares; 2025Q1: 2,180,000 shares; 2025Q2: 2,025,000 shares; 2025Q3: 1,673,000 shares; 2025Q4: 1,190,000 shares; 2026Q1: 1,051,000 shares; 2026Q2: 1,088,500 shares 1,088,500$111M6.83%+37,500Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,440 shares; 2026Q1: 229,550 shares; 2026Q2: 239,500 shares 239,500$110M6.75%+9,950Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,395,000 shares; 2024Q4: 1,395,000 shares; 2025Q1: 1,395,000 shares; 2025Q2: 1,600,000 shares; 2025Q3: 1,488,000 shares; 2025Q4: 1,379,500 shares; 2026Q1: 962,450 shares; 2026Q2: 543,150 shares 543,150$95.8M5.87%-419,300Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700,000 shares; 2025Q3: 911,600 shares; 2025Q4: 915,150 shares; 2026Q1: 883,670 shares; 2026Q2: 915,270 shares 915,270$82.7M5.07%+31,600Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TLNTALEN ENERGY CORP229,600$73.3Mshares
WDCWESTERN DIGITAL CORP134,550$36.4Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001662906-26-000003 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001662906-26-000003 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001662906-26-000002 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001662906-26-000001 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001662906-25-000006 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000919574-25-004856 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001662906-25-000003 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001662906-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001662906-24-000012 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001662906-24-000007 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001662906-24-000003 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001662906-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001662906-23-000006 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001662906-23-000004 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001662906-23-000003 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001662906-23-000002 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001662906-22-000005 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001662906-22-000004 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001662906-22-000003 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001662906-22-000002 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001662906-21-000006 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001662906-21-000005 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001662906-21-000004 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001662906-21-000002 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001662906-20-000006 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001662906-20-000004 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001662906-20-000003 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001662906-20-000002 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001662906-19-000006 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001662906-19-000005 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001662906-19-000004 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001662906-19-000002 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001662906-18-000005 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001662906-18-000004 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001662906-18-000003 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001662906-18-000002 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001662906-17-000005 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001662906-17-000004 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001662906-17-000003 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001662906-17-000002 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001662906-16-000008 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001662906-16-000006 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001662906-16-000003 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001662906-16-000002 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set