Atalan Capital Partners, LP — WESTERN DIGITAL CORP WDC: Quarterly 13F Position History
Atalan Capital Partners, LP has reported WESTERN DIGITAL CORP (WDC) on 6 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2024. As of Q1 2026, the position is sized at 134,550 shares ($36.4M market value, 3.35% of the equity book). Quarter-over-quarter share count change: 570,850 (-80.9%) .
- 134,550Shares Held (Latest Filing)
- $36.4MReported Market Value (Latest Filing)
- 3.35%Portfolio Weight (% of 13F Equity Book)
- 570,850Quarter-over-Quarter Share Change
- -$85.1MQuarter-over-Quarter Value Change
- 1,610,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 134,550 | 570,850 | -80.9% | $36.4M | 3.35% | $270.49 |
| Q4 2025 | 705,400 | 405,388 | -36.5% | $121.5M | 8.65% | $172.27 |
| Q3 2025 | 1,110,788 | +26,000 | +2.4% | $133.4M | 9.31% | $120.06 |
| Q2 2025 | 1,084,788 | 525,212 | -32.6% | $69.4M | 5.33% | $63.99 |
| Q1 2025 | 1,610,000 | +560,000 | +53.3% | $65.1M | 6.19% | $40.43 |
| Q4 2024 | 1,050,000 | — | — | $62.6M | 6.23% | $59.63 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Atalan Capital Partners, LP first disclose a WDC position in 13F-HR filings?
Atalan Capital Partners, LP first reported WESTERN DIGITAL CORP (WDC) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Atalan Capital Partners, LP's most recent quarter-over-quarter share-count change in WDC?
Between Q4 2025 and Q1 2026, Atalan Capital Partners, LP reduced its WDC position by 570,850 shares (-80.9%), leaving 134,550 shares at a market value of $36.4M.
Does the implied price-per-share represent Atalan Capital Partners, LP's cost basis in WDC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.