Dendur Capital
$1.4B 13F equity value
23 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DIS | DISNEY WALT CO | 2,192,000 | $211M | 15.5% |
| ATI | ATI INC | 1,283,103 | $187M | 13.7% |
| FWONK | LIBERTY MEDIA CORP DEL | 1,203,000 | $102M | 7.5% |
| VSEC | VSE CORP | 479,000 | $88M | 6.5% |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 4,953,500 | $88M | 6.5% |
| MSGE | MADISON SQUARE GARDEN ENTMT | 1,220,000 | $72M | 5.3% |
| COF | CAPITAL ONE FINL CORP | 356,500 | $65M | 4.8% |
| TTMI | TTM TECHNOLOGIES INC | 655,000 | $64M | 4.7% |
| LYV | LIVE NATION ENTERTAINMENT IN | 416,000 | $63M | 4.7% |
| MKSI | MKS INC. | 214,500 | $49M | 3.6% |
Track Dendur Capital's 13F portfolio: $1.4B in reported holdings, 23 positions. Top holdings and quarterly changes on SentiSense.