Holders — by stockHoldings — by fund
Atalan Capital Partners, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001662906
$1.63B
disclosed book value
9
positions
33.9%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | STXSEAGATE TECHNOLOGY HLDNGS PL | 573,000 | $552.9M | 33.9% |
| 2 | MAMASTERCARD INCORPORATED | 426,650 | $219.1M | 13.4% |
| 3 | TTMITTM TECHNOLOGIES INC | 1.0M | $189.2M | 11.6% |
| 4 | GLWCORNING INC | 597,300 | $152.6M | 9.4% |
| 5 | TDGTRANSDIGM GROUP INC | 87,530 | $116.6M | 7.2% |
| 6 | USFDUS FOODS HLDG CORP | 1.1M | $111.3M | 6.8% |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 239,500 | $110.0M | 6.7% |
| 8 | APHAMPHENOL CORP | 543,150 | $95.8M | 5.9% |
| 9 | HQYHEALTHEQUITY INC | 915,270 | $82.7M | 5.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.