Atalan Capital Partners, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Atalan Capital Partners, LP disclosed 10 US equity positions worth $1.4bn in its Q3 2025 13F filing. The largest position was APH at 12.9% of the reported book, followed by WTW and STX. Against the Q2 2025 filing, it opened 0 new positions, added to 7 and reduced 3 among the top 10 holdings.
What did Atalan Capital Partners, LP own in Q3 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APH AMPHENOL CORP NEW | Technology | 12.9% | $184.1m | 1,488,000 | -7% | reduced |
| 2 | WTW WILLIS TOWERS WATSON PLC LTD | Financial Services | 12.4% | $178.0m | 515,300 | 3% | added |
| 3 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 12.3% | $176.2m | 746,600 | 49% | added |
| 4 | SPGI S&P GLOBAL INC | Financial Services | 10.5% | $150.5m | 309,200 | 3% | added |
| 5 | MA MASTERCARD INCORPORATED | Financial Services | 9.6% | $137.8m | 242,200 | 3% | added |
| 6 | TLN TALEN ENERGY CORP | Utilities | 9.5% | $135.7m | 319,000 | -37% | reduced |
| 7 | WDC WESTERN DIGITAL CORP | Technology | 9.3% | $133.4m | 1,110,788 | 2% | added |
| 8 | USFD US FOODS HLDG CORP | Consumer Defensive | 8.9% | $128.2m | 1,673,000 | -17% | reduced |
| 9 | TDG TRANSDIGM GROUP INC | Industrials | 8.5% | $122.2m | 92,750 | 3% | added |
| 10 | HQY HEALTHEQUITY INC | Healthcare | 6.0% | $86.4m | 911,600 | 30% | added |
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.