Universe · entity
DENDUR CAPITAL LP
Institutional manager (13F) · CIK 1782124
13F holdings · as of 2026-03-31 · top 21 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DISNEY WALT CO | $211M | 2,192,000 |
| 2 | ATI INC | $187M | 1,283,103 |
| 3 | LIBERTY MEDIA CORP DEL | $102M | 1,203,000 |
| 4 | VSE CORP | $88M | 479,000 |
| 5 | SIX FLAGS ENTERTAINMENT CORP | $88M | 4,953,500 |
| 6 | MADISON SQUARE GARDEN ENTMT | $72M | 1,220,000 |
| 7 | CAPITAL ONE FINL CORP | $65M | 356,500 |
| 8 | TTM TECHNOLOGIES INC | $64M | 655,000 |
| 9 | LIVE NATION ENTERTAINMENT IN | $63M | 416,000 |
| 10 | MKS INC. | $49M | 214,500 |
| 11 | GDS HLDGS LTD | $46M | 1,148,000 |
| 12 | UNION PAC CORP | $45M | 186,000 |
| 13 | CORE & MAIN INC | $44M | 898,000 |
| 14 | AERCAP HOLDINGS NV | $43M | 313,000 |
| 15 | HUT 8 CORP | $41M | 869,420 |
| 16 | TALEN ENERGY CORP | $40M | 124,000 |
| 17 | WARNER BROS DISCOVERY INC | $37M | 1,330,000 |
| 18 | TELEPHONE & DATA SYS INC | $34M | 802,000 |
| 19 | VSE CORP | $19M | 380,000 |
| 20 | FLUTTER ENTMT PLC | $11M | 112,000 |
| 21 | CORE SCIENTIFIC INC NEW | $10M | 670,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.