Atalan Capital Partners, LP Portfolio Holdings

Atalan Capital Partners, LP

  • $1.15 Billion
  • Q2 2025

Atalan Capital Partners, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: S&P Global Inc. with a value of $158M, Amphenol Corp with a value of $158M, Us Foods Holding Corp. with a value of $156M, Willis Towers Watson PLC with a value of $153M, and Trans Digm Group Inc with a value of $137M.

Examining the 13F form we can see an increase of $241M in the current position value, from $912M to 1.15B.

Atalan Capital Partners, LP is based out at New York, NY

Below you can find more details about Atalan Capital Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.15 Billion
Financial Services: $443 Million
Technology: $300 Million
Consumer Defensive: $156 Million
Industrials: $137 Million
Healthcare: $118 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$158 Million 13.71% of portfolio
300,000
Q2 2025 Reduced 16.67%
$66.5B
$158 Million 13.69% of portfolio
1,600,000
Q2 2025 Added 14.7%
$17.7B
$156 Million 13.52% of portfolio
2,025,000
Q2 2025 Reduced 7.11%
$36.2B
$153 Million 13.28% of portfolio
500,000
Q2 2025 Added 5.26%
$76.5B
$137 Million 11.86% of portfolio
90,000
Q1 2025 Reduced 12.62%
$548B
$132 Million 11.45% of portfolio
235,000
Q2 2025 Added 42.42%
$7.83B
$73.3 Million 6.36% of portfolio
700,000
Q2 2025 New
$32.1B
$72.2 Million 6.25% of portfolio
500,000
Q2 2025 New
$24.1B
$69.4 Million 6.02% of portfolio
1,084,788
Q2 2025 Reduced 32.62%
$187B
$44.6 Million 3.87% of portfolio
110,000
Q4 2024 Reduced 38.55%
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.82%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $1.15 Billion
  • Prior Value $912 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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