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Atalan Capital Partners, LP

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13F filer, CIK 1662906, NEW YORK, NY

Atalan Capital Partners, LP reported $1,302,101,634 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 96.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-004856

Period
2025-06-30
Reported value
$1.3B
Holdings
11
Top 10 weight
96.57%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HQYnew+700,000$73.3M
STXnew+500,000$72.2M
MAadded+70,000$39.3M
APHadded+205,000$20.2M
WTWadded+25,000$7.66M

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
WDCreduced-525,212-$33.6M
SPGIreduced-60,000-$31.6M
SNDKexited-511,664-$24.4M
TLNreduced-68,373-$19.9M
USFDreduced-155,000-$11.9M

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 2025

Share positions as resolved from 13F-HR 0000919574-25-004856, largest first. % of portfolio is the value over $1,302,101,634, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,000 shares; 2024Q4: 360,000 shares; 2025Q1: 360,000 shares; 2025Q2: 300,000 shares 300,000$158M12.15%-60,000Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395,000 shares; 2024Q4: 1,395,000 shares; 2025Q1: 1,395,000 shares; 2025Q2: 1,600,000 shares 1,600,000$158M12.13%+205,000Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852,698 shares; 2024Q4: 2,380,000 shares; 2025Q1: 2,180,000 shares; 2025Q2: 2,025,000 shares 2,025,000$156M11.98%-155,000Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 475,000 shares; 2025Q1: 475,000 shares; 2025Q2: 500,000 shares 500,000$153M11.77%+25,000Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,000 shares; 2024Q4: 550,000 shares; 2025Q1: 578,373 shares; 2025Q2: 510,000 shares 510,000$148M11.39%-68,373Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,000 shares; 2024Q4: 103,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares 90,000$137M10.51%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,000 shares; 2025Q2: 235,000 shares 235,000$132M10.14%+70,000Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700,000 shares 700,000$73.3M5.63%newTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares 500,000$72.2M5.54%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050,000 shares; 2025Q1: 1,610,000 shares; 2025Q2: 1,084,788 shares 1,084,788$69.4M5.33%-525,212Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares; 2025Q2: 110,000 shares 110,000$44.6M3.43%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
SNDKSANDISK CORP511,664$24.4Mshares

How Q2 2025 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 0000919574-25-004856 base2025-08-14acceptance time not in the bulk data set