Atalan Capital Partners, LP
Net seller this quarter
$1.63B
9
-$76.8M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 STX | $553M | 33.92% | 0.26% | -20.3% | Q2 2025 |
 MA | $219M | 13.44% | 0.03% | +81.8% | Q1 2025 |
 TTMI | $189M | 11.61% | 0.96% | +31.7% | Q1 2026 |
 GLW | $153M | 9.36% | 0.07% | New | Q2 2026 |
 TDG | $117M | 7.15% | 0.16% | +3.6% | Q4 2015 |
 USFD | $111M | 6.83% | 0.50% | +3.6% | Q3 2022 |
 SPOT | $110M | 6.75% | 0.12% | +4.3% | Q4 2025 |
 APH | $95.8M | 5.87% | 0.04% | -43.6% | Q4 2023 |
 HQY | $82.7M | 5.07% | 1.09% | +3.6% | Q2 2025 |
| Q1 2026 | |||||
| STX | $282M | 25.95% | 0.33% | -3.7% | Q2 2025 |
| APH | $122M | 11.21% | 0.08% | -30.2% | Q4 2023 |
| MA | $117M | 10.81% | 0.02% | +1.5% | Q1 2025 |
| SPOT | $111M | 10.26% | 0.11% | +44.0% | Q4 2025 |
| TDG | $97.9M | 9.03% | 0.15% | -3.6% | Q4 2015 |
| USFD | $96.9M | 8.93% | 0.48% | -11.7% | Q3 2022 |
| TTMI | $74.8M | 6.90% | 0.74% | New | Q1 2026 |
| HQY | $73.8M | 6.81% | 1.05% | -3.4% | Q2 2025 |
 TLN | $73.3M | 6.76% | 0.51% | -17.8% | Q3 2024 |
 WDC | $36.4M | 3.35% | 0.04% | -80.9% | Q4 2024 |
| Q4 2025 | |||||
| STX | $206M | 14.63% | 0.35% | Not reported | Q2 2025 |
| APH | $186M | 13.26% | 0.11% | -7.3% | Q4 2023 |
 SPGI | $162M | 11.53% | 0.10% | +0.3% | Q2 2022 |
| MA | $132M | 9.39% | 0.02% | -4.5% | Q1 2025 |
| WDC | $122M | 8.65% | 0.21% | -36.5% | Q4 2024 |
| TDG | $117M | 8.29% | 0.16% | -5.5% | Q4 2015 |
 WTW | $110M | 7.86% | 0.35% | -34.8% | Q2 2016 |
| TLN | $105M | 7.45% | 0.61% | -12.4% | Q3 2024 |
| SPOT | $92.6M | 6.59% | 0.08% | New | Q4 2025 |
| USFD | $89.6M | 6.38% | 0.54% | -28.9% | Q3 2022 |
| HQY | $83.8M | 5.97% | 1.07% | +0.4% | Q2 2025 |
| Q3 2025 | |||||
| APH | $184M | 12.85% | 0.12% | -7.0% | Q4 2023 |
| WTW | $178M | 12.43% | 0.53% | +3.1% | Q2 2016 |
| STX | $176M | 12.30% | 0.35% | +49.3% | Q2 2025 |
| SPGI | $150M | 10.51% | 0.10% | +3.1% | Q2 2022 |
| MA | $138M | 9.62% | 0.02% | +3.1% | Q1 2025 |
| TLN | $136M | 9.47% | 0.70% | -37.5% | Q3 2024 |
| WDC | $133M | 9.31% | 0.32% | +2.4% | Q4 2024 |
| USFD | $128M | 8.95% | 0.74% | -17.4% | Q3 2022 |
| TDG | $122M | 8.53% | 0.16% | +3.1% | Q4 2015 |
| HQY | $86.4M | 6.03% | 1.06% | +30.2% | Q2 2025 |