Arkolith/Funds/Atalan Capital Partners, LP

Atalan Capital Partners, LP

CIK 1662906
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Atalan Capital Partners, LP holds a concentrated book of 10 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened TTM TECHNOLOGIES INC and trimmed SEAGATE TECHNOLOGY HLDNGS PL. Their largest long position is SEAGATE TECHNOLOGY HLDNGS PL at 26% of the equity book.

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Use Arkolith to show Atalan Capital Partners, LP's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
2
existing
Trimmed
7
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
67%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Financials
11%
Industrials
9%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • TTM TECHNOLOGIES INC
    ▲New$74.8M
  • SPOTIFY TECHNOLOGY S A
    ▲+44%$34.0M
  • MASTERCARD INC - AMA
    ▲+1.5%$1.7M
Trimmed / exited
  • WESTERN DIGITAL CORP
    ▼−81%$154.4M
  • AMPHENOL CORP
    ▼−30%$52.7M
  • TALEN ENERGY CORP
    ▼−18%$15.9M
  • US FOODS HOLDING CORPUSFD
    ▼−12%$12.8M
  • SEAGATE TECHNOLOGY HLDNGS PL
    ▼−3.7%$10.9M
  • TRANSDIGM GROUP INC
    ▼−3.6%$3.7M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

10 positions
#SecurityValueShares% PortLast moveHistory
1Seagate Technology HLDNGS PL
ORD SHS
$281.6M718.8K
26.0%
▼−3.7%
Reduced · −28K sh
2Amphenol Corp
CL A
$121.6M962.5K
11.2%
▼−30%
Reduced · −417K sh
3Mastercard Incorporated
CL A
$117.2M234.7K
10.8%
▲+1.5%
Added · +3K sh
4Spotify Technology S A
SHS
$111.3M229.6K
10.3%
▲+44%
Added · +70K sh
5Transdigm Group Inc
COM
$97.9M84.5K
9.0%
▼−3.6%
Reduced · −3K sh
6US Foods Hldg Corp
COM
$96.9M1.05M
8.9%
▼−12%
Reduced · −139K sh
7TTM Technologies Inc
COM
$74.8M768.3K
6.9%
▲New
New position
8Healthequity Inc
COM
$73.8M883.7K
6.8%
▼−3.4%
Reduced · −31K sh
9Talen Energy Corp
COM
$73.3M229.6K
6.8%
▼−18%
Reduced · −50K sh
10Western Digital Corp
COM
$36.4M134.6K
3.4%
▼−81%
Reduced · −571K sh
Showing all 10 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202610$1.1B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202611$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202510$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202511$1.3B13F-HR
Q1 2025Mar 31, 2025May 15, 202510$1.1B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20259$1.0B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20249$1.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20249$1.1B13F-HR
Q1 2024Mar 31, 2024May 15, 202410$1.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202410$1.1B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202311$1.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202315$1.3B13F-HR
Q1 2023Mar 31, 2023May 15, 202314$1.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202312$1.1B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202211$909.1M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202212$1.0B13F-HR
Q1 2022Mar 31, 2022May 16, 202214$1.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202213$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202115$1.6B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202116$1.6B13F-HR
Q1 2021Mar 31, 2021May 17, 202118$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202113$1.1B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202013$1.1B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202015$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.