Investor
DENDUR CAPITAL LP
CIK 0001782124 · filed 2026-05-15 · SEC filing
13F book
$1.36B
Positions
21
9 new · 2 sold
Largest name
15.5%
Disney Walt Co
Est. mark
$11.5M
Price effect on 12 names still held. Flow $386.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Disney Walt Co | — | 2.19M | $211.3M | 15.5% | −$17.9M | Added$93.9M |
| Ati Inc | ATI | 1.28M | $186.6M | 13.7% | $39.4M | Cut−$47.4M |
| Liberty Media Corp Del | — | 1.2M | $102.3M | 7.5% | −$2.33M | Added$85.3M |
| Vse Corp | — | 479K | $88.3M | 6.5% | $2.93M | Added$44.8M |
| Six Flags Entertainment Corp | — | 4.95M | $87.9M | 6.4% | $11.9M | Held |
| Madison Square Garden Entmt | — | 1.22M | $71.9M | 5.3% | $6.12M | Held |
| Capital One Finl Corp | — | 356.5K | $65M | 4.8% | −$20.4M | Added−$17.4M |
| Ttm Technologies Inc | TTMI | 655K | $63.8M | 4.7% | — | New |
| Live Nation Entertainment In | — | 416K | $63.4M | 4.6% | $4.16M | Held |
| Mks Inc | MKSI | 214.5K | $49.3M | 3.6% | — | New |
| Gds Hldgs Ltd | — | 1.15M | $46.3M | 3.4% | — | New |
| Union Pac Corp | — | 186K | $45.1M | 3.3% | $2.1M | Cut−$25.4M |
| Core & Main, Inc. | CNM | 898K | $44.4M | 3.3% | −$2.31M | Held |
| Aercap Holdings Nv | — | 313K | $42.9M | 3.1% | — | New |
| Hut 8 Corp. | HUT | 869.4K | $40.8M | 3.0% | $458.8K | Added$19.1M |
| Talen Energy Corp | TLN | 124K | $39.6M | 2.9% | — | New |
| Warner Bros. Discovery, Inc. | WBD | 1.33M | $36.5M | 2.7% | — | New |
| Telephone & Data Sys Inc | — | 802K | $33.8M | 2.5% | — | New |
| Vse Corp | — | 380K | $19.1M | 1.4% | — | New |
| Flutter Entmt Plc | — | 112K | $11.4M | 0.8% | −$12.7M | Cut−$70.7M |
| Core Scientific Inc New | — | 670K | $10M | 0.7% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.