Atalan Capital Partners, LP
CIK 1662906
13F filing for Q2 2026・No. 1,894
- Holdings
- US$1.63B
- Quarter change
- +US$545.18M
- Entries
- 9
- Net bought (estimate)
- −US$12.3M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 2
- Cut 2
- Added 6
- Corporate actions 0
- Unchanged 0
Largest holdings
9 stocks worth US$1.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Cut | 573,000 | US$552.95M | 33.92% |
| MAMASTERCARD INCORPORATEDCL A | Added | 426,650 | US$219.13M | 13.44% |
| TTMITTM TECHNOLOGIES INCCOM | Added | 1,011,840 | US$189.23M | 11.61% |
| GLWCORNING INCCOM | New | 597,300 | US$152.57M | 9.36% |
| TDGTRANSDIGM GROUP INCCOM | Added | 87,530 | US$116.59M | 7.15% |
| USFDUS FOODS HLDG CORPCOM | Added | 1,088,500 | US$111.3M | 6.83% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Added | 239,500 | US$109.96M | 6.75% |
| APHAMPHENOL CORPCL A | Cut | 543,150 | US$95.77M | 5.87% |
| HQYHEALTHEQUITY INCCOM | Added | 915,270 | US$82.67M | 5.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.