Fund Update: Atalan Capital Partners, LP Just Disclosed New Holdings

Atalan Capital Partners, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 225,000 shares of $WTW (~$75,156,500). This was a increase of ~90.00% from their previous position.
• A decrease of 1,275,000 shares of $MRVL (~$71,638,100). This was a increase of ~-70.64% from their previous position.
• A decrease of 157,000 shares of $TLN (~$15,207,180). This was a increase of ~-22.21% from their previous position.
• A decrease of 472,698 shares of $USFD (~$14,886,127). This was a increase of ~-16.57% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Atalan Capital Partners, LP for more details.