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Atalan Capital Partners, LP

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13F filer, CIK 1662906, NEW YORK, NY

Atalan Capital Partners, LP reported $1,084,988,538 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001662906-26-000002

Period
2026-03-31
Reported value
$1.08B
Holdings
10
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TTMInew+768,290$74.8M
SPOTadded+70,110$34M
MAadded+3,400$1.7M

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
SPGIexited-310,200-$162M
WDCreduced-570,850-$154M
WTWexited-336,000-$110M
APHreduced-417,050-$52.7M
TLNreduced-49,715-$15.9M

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, Q1 2026

Share positions as resolved from 13F-HR 0001662906-26-000002, largest first. % of portfolio is the value over $1,084,988,538, 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; 2024Q2: restricted; 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 718,800$282M25.95%-27,800Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,379,500 shares; 2026Q1: 962,450 shares 962,450$122M11.21%-417,050Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 234,650$117M10.81%+3,400Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,440 shares; 2026Q1: 229,550 shares 229,550$111M10.26%+70,110Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 84,500$97.9M9.03%-3,150Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,190,000 shares; 2026Q1: 1,051,000 shares 1,051,000$96.9M8.93%-139,000Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768,290 shares 768,290$74.8M6.9%newTimeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 883,670$73.8M6.81%-31,480Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707,000 shares; 2024Q4: 550,000 shares; 2025Q1: 578,373 shares; 2025Q2: 510,000 shares; 2025Q3: 319,000 shares; 2025Q4: 279,315 shares; 2026Q1: 229,600 shares 229,600$73.3M6.76%-49,715Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 705,400 shares; 2026Q1: 134,550 shares 134,550$36.4M3.35%-570,850Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPGIS&P GLOBAL INC310,200$162Mshares
WTWWILLIS TOWERS WATSON PLC LTD336,000$110Mshares

How Q1 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 0001662906-26-000002 base2026-05-15acceptance time not in the bulk data set