account_balance

Investment manager · 13F filer · SEC CIK 1662906

Atalan Capital Partners, LP

Reported value$1.63Bas of Jun 30, 2026
Positions9 1 new, 2 sold out
Top 10 weight100.0%STX alone is 34%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 9 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 9 as a list
STX Seagate Technology Holdings PLC 33.9% Trimmed −20%MA Mastercard Inc 13.4% Added +82%TTMI TTM Technologies Inc 11.6% Added +32%GLW Corning Inc 9.4% NewTDG TransDigm Group INC 7.2% Added +4%USFD US Foods Holding Corp. 6.8% Added +4%SPOT Spotify Technology S.A. 6.7% Added +4%APH Amphenol Corp 5.9% Trimmed −44%HQY HealthEquity, Inc. 5.1% Added +4%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast