Atalan Capital Partners, LP Portfolio Holdings by Sector

Atalan Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Computer Hardware \| Technology STX WDC 2 stocks	$309,603 23.87% of portfolio	2	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$184,140 14.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$178,010 13.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$150,490 11.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$137,765 10.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$128,185 9.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$122,246 9.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$86,392 6.66% of portfolio	1	-	-	-	0 Calls 0 Puts

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