Atalan Capital Partners, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Atalan Capital Partners, LP disclosed 9 US equity positions worth $1.2bn in its Q3 2024 13F filing. The largest position was SPGI at 16.0% of the reported book, followed by USFD and TDG.
What did Atalan Capital Partners, LP own in Q3 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SPGI S&P GLOBAL INC | Financial Services | 16.0% | $186.0m | 360,000 | – | |
| 2 | USFD US FOODS HLDG CORP | Consumer Defensive | 15.1% | $175.4m | 2,852,698 | – | |
| 3 | TDG TRANSDIGM GROUP INC | Industrials | 12.6% | $147.0m | 103,000 | – | |
| 4 | MRVL MARVELL TECHNOLOGY INC | Technology | 11.2% | $130.2m | 1,805,000 | – | |
| 5 | TLN TALEN ENERGY CORP | Utilities | 10.8% | $126.0m | 707,000 | – | |
| 6 | IQV IQVIA HLDGS INC | Healthcare | 10.6% | $123.2m | 520,000 | – | |
| 7 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 9.5% | $110.7m | 179,000 | – | |
| 8 | APH AMPHENOL CORP NEW | Technology | 7.8% | $90.9m | 1,395,000 | – | |
| 9 | WTW WILLIS TOWERS WATSON PLC LTD | Financial Services | 6.3% | $73.6m | 250,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.