Dendur Capital Lp Top Holdings and 13F Report (2025) About Dendur Capital LpInvestment ActivityDendur Capital Lp has $851.90 million in total holdings as of March 31, 2025.Dendur Capital Lp owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 22.96% of the portfolio was purchased this quarter.About 25.27% of the portfolio was sold this quarter.This quarter, Dendur Capital Lp has purchased 21 new stocks and bought additional shares in 7 stocks.Dendur Capital Lp sold shares of 6 stocks and completely divested from 6 stocks this quarter.Largest Holdings ATI $185,591,010SIX FLAGS ENTERTAINMENT CORP $112,039,470Live Nation Entertainment $73,647,120News $67,723,360WillScot Mobile Mini $62,133,000 Largest New Holdings this Quarter 88579Y101 - 3M $46,774,763 Holding59001A102 - Meritage Homes $39,940,880 Holding88023U101 - Tempur Sealy International $30,658,560 Holding767292105 - Riot Platforms $3,916,000 Holding Largest Purchases this Quarter 3M 318,499 shares (about $46.77M)Meritage Homes 563,500 shares (about $39.94M)Tempur Sealy International 512,000 shares (about $30.66M)Western Digital 696,000 shares (about $28.14M)MSG Entertainment 430,356 shares (about $14.09M) Largest Sales this Quarter HOWARD HUGHES HOLDINGS INC 470,676 shares (about $34.87M)WillScot Mobile Mini 604,500 shares (about $16.81M)Madison Square Garden Sports 68,607 shares (about $13.36M)Albertsons Companies 400,000 shares (about $8.80M)Aspen Aerogels 130,955 shares (about $836.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDendur Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorATIATI$185,591,0100.0%3,567,00021.8%Basic MaterialsSIX FLAGS ENTERTAINMENT CORP$112,039,470$13,536,765 ▲13.7%3,141,00013.2%COMLYVLive Nation Entertainment$73,647,120$11,752,200 ▲19.0%564,0008.6%Consumer DiscretionaryNWSANews$67,723,360$2,313,700 ▲3.5%2,488,0007.9%Consumer DiscretionaryWSCWillScot Mobile Mini$62,133,000$16,805,100 ▼-21.3%2,235,0007.3%FinanceWDCWestern Digital$48,111,700$28,139,280 ▲140.9%1,190,0005.6%Computer and TechnologyMMM3M$46,774,763$46,774,763 ▲New Holding318,4995.5%Multi-Sector ConglomeratesACIAlbertsons Companies$46,179,000$8,796,000 ▼-16.0%2,100,0005.4%Consumer StaplesMTHMeritage Homes$39,940,880$39,940,880 ▲New Holding563,5004.7%ConstructionCZRCaesars Entertainment$37,612,5000.0%1,504,5004.4%Consumer DiscretionaryTPXTempur Sealy International$30,658,560$30,658,560 ▲New Holding512,0003.6%Retail/WholesaleHOWARD HUGHES HOLDINGS INC$25,374,178$34,867,678 ▼-57.9%342,5243.0%COMFLUTTER ENTMT PLC$24,370,500$2,215,500 ▲10.0%110,0002.9%SHSMSGEMSG Entertainment$18,923,720$14,089,855 ▲291.5%578,0002.2%Consumer DiscretionaryMSGSMadison Square Garden Sports$16,140,925$13,359,155 ▼-45.3%82,8931.9%Consumer DiscretionaryHUT 8 CORP$5,310,340$2,269,386 ▲74.6%457,0000.6%COMASPNAspen Aerogels$4,115,448$836,803 ▼-16.9%644,0450.5%ConstructionRIOTRiot Platforms$3,916,000$3,916,000 ▲New Holding550,0000.5%Business ServicesUHGUnited Homes Group$3,335,094$24,595 ▼-0.7%1,191,1050.4%FinanceCVSCVS Health$0$58,051,748 ▼-100.0%00.0%MedicalUALUnited Airlines$0$36,315,400 ▼-100.0%00.0%TransportationRPDRapid7$0$19,189,710 ▼-100.0%00.0%Computer and TechnologyCHTRCharter Communications$0$13,470,861 ▼-100.0%00.0%Consumer DiscretionaryARKKARK Innovation ETF$0$10,218,600 ▼-100.0%00.0%ETFEXPIeXp World$0$3,337,900 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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