Atalan Capital Partners, LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$1,630,165
Net value change ($000)
+545,176 (50.2%)
New positions
1
Sold out positions
2
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STX 271,348 96.4%
GLW 152,568 NEW
TTMI 114,387 152.8%
MA 101,882 86.9%
TDG 18,661 19.1%
USFD 14,386 14.8%
HQY 8,819 11.9%
Top Reduces (Value $000, Stocks/ETFs)
TLN -73,295 -100.0%
WDC -36,394 -100.0%
APH -25,838 -21.2%
SPOT -1,349 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type