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Bryan Schrubbe

Atalan Capital Partners, Lp

Assets Managed
$1.085B
Holdings
10
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-22.79%(2Q avg: -12.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atalan Capital Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Atalan Capital Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.085B in assets, with a quarterly growth rate of -22.79% and a 2-quarter average growth rate of -12.34%. The portfolio is managed by Bryan Schrubbe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STX
Seagate Technology Holdings
Recent Activity
Decreased -3.72%
25.96%
$281.597M
718,800 shares@ $391.76 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -30.23%
11.21%
$121.606M
962,450 shares@ $126.36 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 1.48%
10.81%
$117.245M
234,650 shares@ $499.66 avg price
SPOT
Spotify Technology Sa
Recent Activity
Increased 43.98%
10.26%
$111.311M
229,550 shares@ $484.92 avg price
TDG
Transdigm Group Inc
Recent Activity
Decreased -3.59%
9.03%
$97.932M
84,500 shares@ $1158.96 avg price
USFD
Us Foods Holding Corp
Recent Activity
Decreased -11.68%
8.94%
$96.913M
1.051M shares@ $92.21 avg price
TTMI
Ttm Technologies
Recent Activity
New Position
6.9%
$74.847M
768,290 shares@ $97.43 avg price
HQY
Healthequity Inc
Recent Activity
Decreased -3.43%
6.81%
$73.848M
883,670 shares@ $83.58 avg price
TLN
Talen Energy Corp
Recent Activity
Decreased -17.79%
6.76%
$73.295M
229,600 shares@ $319.23 avg price
WDC
Western Digital Corp
Recent Activity
Decreased -80.92%
3.36%
$36.394M
134,550 shares@ $270.5 avg price

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