Atalan Capital Partners, LP Portfolio Holdings by Sector

Atalan Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$179,290 20.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$160,554 17.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$148,052 16.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$130,529 14.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$96,882 10.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$62,611 7.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$58,538 6.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$57,225 6.4% of portfolio	-	1	-	-	0 Calls 0 Puts

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