Atalan Capital Partners, LP Portfolio Holdings by Sector

Atalan Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Diagnostics & Research \| Healthcare IQV TMO 2 stocks	$233,872 22.55% of portfolio	-	2	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$185,983 17.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$175,440 16.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$147,023 14.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$130,176 12.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$90,898 8.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$73,632 7.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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