Dendur Capital
$1.7B 13F equity value
29 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dendur Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DIS | DISNEY WALT CO | 2,192,000 | $211M | 12.3% |
| ATI | ATI INC | 1,009,000 | $199M | 11.6% |
| VSEC | VSE CORP | 821,400 | $188M | 11.0% |
| FWONK | LIBERTY MEDIA CORP DEL | 1,424,000 | $135M | 7.9% |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 4,953,500 | $106M | 6.2% |
| TTMI | TTM TECHNOLOGIES INC | 479,000 | $90M | 5.2% |
| LYV | LIVE NATION ENTERTAINMENT IN | 437,000 | $80M | 4.7% |
| GFL | GFL ENVIRONMENTAL INC | 1,975,000 | $73M | 4.3% |
| MSGE | MADISON SQUARE GARDEN ENTMT | 866,000 | $70M | 4.1% |
| COMP | COMPASS INC | 5,410,810 | $67M | 3.9% |
Track Dendur Capital's 13F portfolio: $1.7B in reported holdings, 29 positions. Top holdings and quarterly changes on SentiSense.
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