Atalan Capital Partners, LP: STX position timeline

Atalan Capital Partners, LP held 573,000 STX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 573,000 shares

   Change vs previous 13F -145,800 shares

   33.92% of the 13F portfolio, value $552,945,000.

   13F-HR 0001662906-26-000003 filed by Atalan Capital Partners, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 718,800 shares

   Change vs previous 13F -27,800 shares

   25.95% of the 13F portfolio, value $281,597,088.

   13F-HR 0001662906-26-000002 filed by Atalan Capital Partners, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 746,600 shares

   Change vs previous 13F 0 shares

   14.63% of the 13F portfolio, value $205,606,174.

   13F-HR 0001662906-26-000001 filed by Atalan Capital Partners, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 746,600 shares

   Change vs previous 13F +246,600 shares

   12.3% of the 13F portfolio, value $176,242,396.

   13F-HR 0001662906-25-000006 filed by Atalan Capital Partners, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 500,000 shares

   Change vs previous 13F not available

   5.54% of the 13F portfolio, value $72,165,000.

   13F-HR 0000919574-25-004856 filed by Atalan Capital Partners, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).