EdgeMarket › What Dendur Capital Lp reported owning
What Dendur Capital Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
22Quarter
2026-03-31Shown below
21largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DIS Walt Disney Co | 211.3M | 15.5% | 2.2M | 107.78 | -7.9% |
| ATI ATI INC | 186.6M | 13.7% | 1.3M | 207.01 | +190.2% |
| FWONK Liberty Media Corp | 102.3M | 7.5% | 1.2M | 104.94 | +3.2% |
| VSEC VSE CORP | 88.3M | 6.5% | 479.0K | 217.58 | +36.2% |
| FUN Six Flags Entertainment Corporation/NEW | 87.9M | 6.4% | 5.0M | 16.73 | -36.0% |
| MSGE Madison Square Garden Entertainment Corp. | 71.9M | 5.3% | 1.2M | 79.89 | +112.7% |
| COF CAPITAL ONE FINANCIAL CORP | 65.0M | 4.8% | 356.5K | 217.91 | +1.5% |
| TTMI TTM TECHNOLOGIES INC | 63.8M | 4.7% | 655.0K | 110.54 | +175.9% |
| LYV Live Nation Entertainment, Inc. | 63.4M | 4.6% | 416.0K | 181.82 | +12.3% |
| MKSI MKS INC | 49.3M | 3.6% | 214.5K | 279.11 | +180.9% |
| GDS GDS Holdings Ltd | 46.3M | 3.4% | 1.1M | 32.85 | -3.1% |
| UNP UNION PACIFIC CORP | 45.1M | 3.3% | 186.0K | 308.05 | +36.5% |
| CNM Core & Main, Inc. | 44.4M | 3.3% | 898.0K | 44.88 | -29.8% |
| AER AerCap Holdings N.V. | 42.9M | 3.1% | 313.0K | 146.29 | +26.4% |
| HUT Hut 8 Corp. | 40.8M | 3.0% | 869.4K | 80.86 | +262.4% |
| TLN Talen Energy Corp | 39.6M | 2.9% | 124.0K | 314.46 | -12.7% |
| WBD Warner Bros. Discovery, Inc. | 36.5M | 2.7% | 1.3M | 28.55 | +147.4% |
| TDS TELEPHONE & DATA SYSTEMS INC /DE/ | 33.8M | 2.5% | 802.0K | 33.60 | -14.0% |
| VSECU VSE CORP | 19.1M | 1.4% | 380.0K | 55.63 | — |
| FLUT Flutter Entertainment plc | 11.4M | 0.8% | 112.0K | 102.61 | -65.2% |
| CORZ Core Scientific, Inc./tx | 10.0M | 0.7% | 670.0K | 17.81 | +26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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