13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001662906
Total reported value
$1.6B
$1.6B
9 檔
46.9%
According to the latest 13F quarterly dataset, Atalan Capital Partners, LP managed an equity portfolio of $1.6B at the end of Q3 2024, spanning 9 distinct U.S. exchange-listed positions.
In Q3 2024, Atalan Capital Partners, LP adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPGI | S&p Global Inc | Stock-Financials | 15.99% | — | -11.11% | |
| 2 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 15.08% | -2.10% | -9.52% | |
| 3 | TDG | Transdigm Group Inc | Stock-Industrials | 12.64% | -1.88% | -9.25% | |
| 4 | MRVL | Marvell Technology Inc | Stock-Tech | 11.19% | — | +11.08% | |
| 5 | TLN | Talen Energy CORP | Stock-Utilities | 10.83% | -6.76% | EXIT | |
| 6 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 10.59% | — | -6.31% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 9.52% | — | -5.29% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 7.82% | -5.34% | +21.30% | |
| 9 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 6.33% | — | -24.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLN | Talen Energy CORP | +10.8% | NEW | New buy |
| 2 | MRVL | Marvell Technology Inc | +0.6% | +11.08% | Add |
| 3 | APH | Amphenol Corp-cl A | +0.6% | +21.30% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | -0.2% | -5.29% | Trim |
| 5 | IQV | Iqvia Holdings Inc | -0.4% | -6.31% | Trim |
| 6 | USFD | US Foods Holding CORP | -0.5% | -9.52% | Trim |
| 7 | SPGI | S&p Global Inc | -0.9% | -11.11% | Trim |
| 8 | TDG | Transdigm Group Inc | -0.9% | -9.25% | Trim |
| 9 | WTW | Willis Towers Watson Public Limited Company | -1.7% | -24.24% | Trim |
| 10 | MBLY | Mobileye Global Inc-a | -7.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Atalan Capital Partners, LP reported a total U.S. public equity portfolio value of $1.6B across 9 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPGI, USFD, TDG) accounted for 46.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLN
市值: $126.0M
Top Position Liquidated / Trimmed
MBLY
前期市值: $80.7M
During Q3 2024, Atalan Capital Partners, LP's top holdings by market value included SPGI (16.0%)、USFD (15.1%)、TDG (12.6%). The largest single position, SPGI, represented 16.0% of total portfolio value.
In Q3 2024, Atalan Capital Partners, LP made 10 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.