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

Atalan Capital Partners, LP

Q3 2025 · Filed 2025-11-14
Market Value
$1.4B
+10.0%
Holdings
11
-1
New Purchases
0
Added To
7
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STX 12.30% 5.54% +6.76% $176M
WDC 9.31% 5.33% +3.98% $133M
APH 12.85% 12.13% +0.72% $184M
WTW 12.43% 11.77% +0.66% $178M
HQY 6.03% 5.63% +0.40% $86M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TMO 0.00% 3.43% -3.43% $0
USFD 8.95% 11.98% -3.03% $128M
TDG 8.53% 10.51% -1.98% $122M
TLN 9.47% 11.39% -1.92% $136M
SPGI 10.51% 12.15% -1.64% $150M
MA 9.62% 10.14% -0.52% $138M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $138M 9.6%
Large Cap 9 $1.2B 84.4%
Mid Cap 1 $86M 6.0%

Portfolio Analytics

Avg Market Cap
$125.1B
Median Market Cap
$123.6B
Avg P/E
32.7
Median P/E
27.4
Avg Dividend Yield
0.01%
Avg Beta
1.12
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 APH 12.85% 1,488,000 $184M $123.75 $26M -112,000 -7.0%
2 WTW 12.43% 515,300 $178M $345.45 $25M +15,300 +3.1%
3 STX 12.30% 746,600 $176M $236.06 $104M +246,600 +49.3%
4 SPGI 10.51% 309,200 $150M $486.71 -$8M +9,200 +3.1%
5 MA 9.62% 242,200 $138M $568.81 $6M +7,200 +3.1%
6 TLN 9.47% 319,000 $136M $425.38 -$13M -191,000 -37.5%
7 WDC 9.31% 1,110,788 $133M $120.06 $64M +26,000 +2.4%
8 USFD 8.95% 1,673,000 $128M $76.62 -$28M -352,000 -17.4%
9 TDG 8.53% 92,750 $122M $1,318.02 -$15M +2,750 +3.1%
10 HQY 6.03% 911,600 $86M $94.77 $13M +211,600 +30.2%
11 TMO —% -$45M -110,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
TMO —%
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