News + Filings Transactions Holdings
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Atalan Capital Partners, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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TransDigm Group INC
| TDG | Common | 284,742 | -18,175 | 254,607,754,000 | 31,342,779,000 | 20.00 | 0.52 |
Hist
| 06/30/2023 |
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S&P Global Inc.
| SPGI | COM | 430,000 | 40,000 | 172,382,700,000 | 37,922,400,000 | 13.54 | 0.13 |
Hist
| 06/30/2023 |
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IQVIA HOLDINGS INC.
| IQV | COM | 756,000 | 0 | 169,926,120,000 | 19,565,280,000 | 13.35 | |
Hist
| 06/30/2023 |
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US Foods Holding Corp.
| USFD | Common | 3,675,400 | 0 | 161,717,600,000 | 25,948,324,000 | 12.70 | 1.58 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 630,000 | -235,000 | 149,612,400,000 | -45,410,500,000 | 11.75 | |
Hist
| 06/30/2023 |
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Marvell Technology, Inc.
| MRVL | COMMON STOCK | 1,975,000 | -1,200,000 | 118,065,500,000 | -19,412,000,000 | 9.28 | 0.23 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 310,000 | -30,000 | 79,208,100,000 | 11,296,500,000 | 6.22 | 0.10 |
Hist
| 06/30/2023 |
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Fortinet, Inc.
| FTNT | COM | 950,000 | -75,000 | 71,810,500,000 | 3,689,000,000 | 5.64 | 0.12 |
Hist
| 06/30/2023 |
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THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 75,000 | 75,000 | 39,131,250,000 | 39,131,250,000 | 3.07 | 0.02 |
Hist
| 06/30/2023 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 632,635 | 132,635 | 25,349,684,000 | 5,604,684,000 | 1.99 | 0.37 |
Hist
| 06/30/2023 |
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PureCycle Technologies, Inc.
| PCT | Common | 1,428,570 | 0 | 15,271,413,000 | 5,271,423,000 | 1.20 | 0.87 |
Hist
| 06/30/2023 |
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PureCycle Technologies, Inc.
| PCTTW | *W EXP 01/28/202 | 714,285 | 0 | 3,026,426,000 | 888,928,000 | 0.24 | 0.44 |
Hist
| 06/30/2023 |
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Alcoa Corp
| AA | COM | 30,000 | -800,000 | 1,017,900,000 | -34,306,900,000 | 0.08 | 0.02 |
Hist
| 06/30/2023 |
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