Equal-WT
WhaleScore 2.0
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Atalan Capital Partners is based out of New York. Atalan Capital Partners is a hedge fund with 3 clients and discretionary assets under management (AUM) of $2,417,604,412 (Form ADV from 2024-04-29). Their last reported 13F filing for Q4 2024 included $1,005,230,990 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Atalan Capital Partners's largest holding is S&P Global Inc with shares held of 360,000. Whalewisdom has at least 37 13F filings, 3 13G filings, and 2 Form 4 filings
Investment Strategy
Atalan's investment objective is to preserve and grow capital at superior rates of return over various market cycles while minimizing the risk of capital impairment. They aim to identify long and short investments primarily in equity and debt securities issued by U.S. and non-U.S. publicly-traded companies, as well as opportunistic investments in other liquid asset classes.
To achieve this, Atalan employs a research-intensive, fundamentally-oriented, value-driven strategy. They seek to build a highly liquid portfolio of investments with a concentrated approach to long and short investment selection, with broad discretion in making investments for the Funds, including equity securities, equity-related securities, debt securities, and other assets.
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| WTW Willis Towers Watson | 8.47% |
| WDC Western Digital Corp | 6.23% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IQV IQVIA Holdings Inc | 10.59% |
| MRVL Marvell Technology I | 5.37% |
| TMO Thermo Fisher Scient | 3.83% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| SPGI S&P Global Inc | 17.84% |
| USFD US Foods Holding Cor | 15.97% |
| WTW Willis Towers Watson | 14.8% |
| TDG Transdigm Group Inco | 12.99% |
| TLN Talen Energy Corp | 11.02% |
2024-12-31
13F Activity
| Market Value | $1.01b, Prior: $1.16b |
| Inflows (Outflows) as % of Total MV | (-21.2536)% |
| New Purchases | 1 stocks |
| Added To | 1 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 4 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 20% |
| Turnover Alt %[2] | 13.24% |
| Time Held Top 20 | 6.6667 quarters |
| Time Held Top 10 | 6.4444 quarters |
| Time Held All | 6.89 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31