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Atalan Capital Partners, LP

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13F filer, CIK 1662906, NEW YORK, NY

Atalan Capital Partners, LP reported $1,432,530,669 across 10 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001662906-25-000006

Period
2025-09-30
Reported value
$1.43B
Holdings
10
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STXadded+246,600$58.2M
HQYadded+211,600$20.1M
WTWadded+15,300$5.29M
SPGIadded+9,200$4.48M
MAadded+7,200$4.1M

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
TLNreduced-191,000-$81.2M
TMOexited-110,000-$44.6M
USFDreduced-352,000-$27M
APHreduced-112,000-$13.9M

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, Q3 2025

Share positions as resolved from 13F-HR 0001662906-25-000006, largest first. % of portfolio is the value over $1,432,530,669, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,488,000 shares 1,488,000$184M12.85%-112,000Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 475,000 shares; 2025Q1: 475,000 shares; 2025Q2: 500,000 shares; 2025Q3: 515,300 shares 515,300$178M12.43%+15,300Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: 746,600 shares 746,600$176M12.3%+246,600Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,000 shares; 2024Q4: 360,000 shares; 2025Q1: 360,000 shares; 2025Q2: 300,000 shares; 2025Q3: 309,200 shares 309,200$150M10.51%+9,200Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,000 shares; 2025Q2: 235,000 shares; 2025Q3: 242,200 shares 242,200$138M9.62%+7,200Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,000 shares; 2024Q4: 550,000 shares; 2025Q1: 578,373 shares; 2025Q2: 510,000 shares; 2025Q3: 319,000 shares 319,000$136M9.47%-191,000Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050,000 shares; 2025Q1: 1,610,000 shares; 2025Q2: 1,084,788 shares; 2025Q3: 1,110,788 shares 1,110,788$133M9.31%+26,000Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,673,000 shares 1,673,000$128M8.95%-352,000Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,000 shares; 2024Q4: 103,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 92,750 shares 92,750$122M8.53%+2,750Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700,000 shares; 2025Q3: 911,600 shares 911,600$86.4M6.03%+211,600Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
TMOTHERMO FISHER SCIENTIFIC INC110,000$44.6Mshares

How Q3 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 0001662906-25-000006 base2025-11-14acceptance time not in the bulk data set