Atalan Capital Partners, LP reported 9 holdings worth US$1.63B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Atalan Capital Partners, LP reported 9 holdings worth US$1.63B as of Jun 30, 2026. Largest: Mastercard Incorporated, Ttm Technologies, Inc. and Corning Incorporated. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 9
- Value as reported
- US$1.63B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastercard Incorporated | 427K | US$219M | 13.4% |
| Ttm Technologies, Inc. | 1.01M | US$189M | 11.6% |
| Corning Incorporated | 597K | US$153M | 9.4% |
| Transdigm Group Inc. | 87,530 | US$117M | 7.2% |
| Us Foods Holding Corp. | 1.09M | US$111M | 6.8% |
| Amphenol Corporation | 543K | US$95.8M | 5.9% |
| Healthequity, Inc. | 915K | US$82.7M | 5.1% |
| Talen Energy Corporation | 0 | US$0 | 0.00% |
| Western Digital Corporation | 0 | US$0 | 0.00% |