— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Atalan Capital Partners, LP

Q2 2025 · Filed 2025-08-14
Market Value
$1.3B
+23.7%
Holdings
12
+1
New Purchases
2
Added To
3
Closed
1
Reduced
4
Top 10 Concentration
96.6%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HQY 5.63% 0.00% +5.63% $73M
STX 5.54% 0.00% +5.54% $72M
APH 12.13% 8.70% +3.44% $158M
MA 10.14% 8.59% +1.55% $132M
TLN 11.39% 10.97% +0.41% $148M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPGI 12.15% 17.38% -5.23% $158M
WTW 11.77% 15.26% -3.49% $153M
SNDK 0.00% 2.32% -2.32% $0
TMO 3.43% 5.20% -1.78% $45M
USFD 11.98% 13.56% -1.59% $156M
TDG 10.51% 11.83% -1.32% $137M
WDC 5.33% 6.19% -0.85% $69M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $132M 10.1%
Large Cap 9 $1.1B 84.2%
Mid Cap 1 $73M 5.6%

Portfolio Analytics

Avg Market Cap
$133.0B
Median Market Cap
$143.0B
Avg P/E
34.2
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
1.43
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPGI 12.15% 300,000 $158M $527.29 -$25M -60,000 -16.7%
2 APH 12.13% 1,600,000 $158M $98.75 $67M +205,000 +14.7%
3 USFD 11.98% 2,025,000 $156M $77.01 $13M -155,000 -7.1%
4 WTW 11.77% 500,000 $153M $306.50 -$7M +25,000 +5.3%
5 TLN 11.39% 510,000 $148M $290.77 $33M -68,373 -11.8%
6 TDG 10.51% 90,000 $137M $1,520.64 $12M
7 MA 10.14% 235,000 $132M $561.94 $42M +70,000 +42.4%
8 HQY 5.63% 700,000 $73M $104.76 +700,000 NEW
9 STX 5.54% 500,000 $72M $144.33 +500,000 NEW
10 WDC 5.33% 1,084,788 $69M $63.99 $4M -525,212 -32.6%
11 TMO 3.43% 110,000 $45M $405.46 -$10M
12 SNDK —% -$24M -511,664 -100.0% SOLD

New Positions

SymbolValue% Port
HQY $73M 5.63%
STX $72M 5.54%

Sold Out Positions

SymbolValue% Port
SNDK —%
View SEC EDGAR Filings for Atalan Capital Partners, LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms