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Size ($ in 1000's)
At 12/31/2023: $1,135,566
At 09/30/2023: $1,067,106
Atalan Capital Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atalan Capital Partners LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Atalan Capital Partners LP top holdings by largest position size, as per the latest 13f filing made by Atalan Capital Partners LP.
In the Atalan Capital Partners LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Atalan Capital Partners LP in that top holding, then the share count change between reporting periods, and finally the Atalan Capital Partners LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| TRANSDIGM GROUP INC |
200,000 |
-52,680 |
$202,320 | | TDG | 200,000 | -52,680 | $202,320 | | US FOODS HLDG CORP |
3,800,000 |
+25,000 |
$172,558 | | USFD | 3,800,000 | +25,000 | $172,558 | | IQVIA HLDGS INC |
670,000 |
+20,000 |
$155,025 | | IQV | 670,000 | +20,000 | $155,025 | | S&P GLOBAL INC |
350,000 |
-20,000 |
$154,182 | | SPGI | 350,000 | -20,000 | $154,182 | | MARVELL TECHNOLOGY INC |
1,900,000 |
-320,000 |
$114,589 | | MRVL | 1,900,000 | -320,000 | $114,589 | | THERMO FISHER SCIENTIFIC INC |
203,000 |
+33,000 |
$107,750 | | TMO | 203,000 | +33,000 | $107,750 | | WILLIS TOWERS WATSON PLC LTD |
390,000 |
+140,000 |
$94,068 | | WTW | 390,000 | +140,000 | $94,068 | | VISA INC |
330,000 |
-50,000 |
$85,916 | | V | 330,000 | -50,000 | $85,916 | | AMPHENOL CORP NEW |
450,000 |
+450,000 |
$44,608 | | APH | 450,000 | +450,000 | $44,608 |
See Full List: All Stocks Held By Atalan Capital Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Atalan Capital Partners LP
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