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Atalan Capital Partners, LP

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13F filer, CIK 1662906, NEW YORK, NY

Atalan Capital Partners, LP reported $1,630,164,711 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