Dendur Capital Lp Top Holdings and 13F Report (2025) About Dendur Capital LpInvestment ActivityDendur Capital Lp has $1.11 billion in total holdings as of June 30, 2025.Dendur Capital Lp owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 26.60% of the portfolio was purchased this quarter.About 18.77% of the portfolio was sold this quarter.This quarter, Dendur Capital Lp has purchased 19 new stocks and bought additional shares in 4 stocks.Dendur Capital Lp sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings ATI $274,129,500SIX FLAGS ENTERTAINMENT CORP $134,911,405Live Nation Entertainment $85,321,920News $66,810,560Kenvue $61,638,850 Largest New Holdings this Quarter 49177J102 - Kenvue $61,638,850 Holding14040H105 - Capital One Financial $42,977,520 HoldingN4732M103 - JBS N.V. $28,051,200 Holding12008R107 - Builders FirstSource $20,420,750 Holding047726302 - Atlanta Braves $20,111,100 Holding Largest Purchases this Quarter Kenvue 2,945,000 shares (about $61.64M)Capital One Financial 202,000 shares (about $42.98M)SIX FLAGS ENTERTAINMENT CORP 1,292,500 shares (about $39.33M)FLUTTER ENTMT PLC 105,000 shares (about $30.00M)JBS N.V. 1,920,000 shares (about $28.05M) Largest Sales this Quarter Western Digital 880,000 shares (about $56.31M)ATI 392,000 shares (about $33.85M)Tempur Sealy International 136,318 shares (about $9.28M)News 240,000 shares (about $7.13M)WillScot 241,178 shares (about $6.61M) 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$274,129,500$33,845,280 ▼-11.0%3,175,00024.6%Basic MaterialsSIX FLAGS ENTERTAINMENT CORP$134,911,405$39,330,775 ▲41.1%4,433,50012.1%COMLYVLive Nation Entertainment$85,321,9200.0%564,0007.7%Consumer DiscretionaryNWSANews$66,810,560$7,132,800 ▼-9.6%2,248,0006.0%Consumer DiscretionaryKVUEKenvue$61,638,850$61,638,850 ▲New Holding2,945,0005.5%Consumer StaplesFLUTTER ENTMT PLC$61,438,400$30,004,800 ▲95.5%215,0005.5%SHSMTHMeritage Homes$58,665,720$20,928,125 ▲55.5%876,0005.3%ConstructionWSCWillScot$54,630,723$6,608,277 ▼-10.8%1,993,8224.9%FinanceACIAlbertsons Companies$45,171,0000.0%2,100,0004.1%Consumer StaplesCOFCapital One Financial$42,977,520$42,977,520 ▲New Holding202,0003.9%FinanceCZRCaesars Entertainment$42,712,7550.0%1,504,5003.8%Consumer DiscretionaryMSGEMadison Square Garden Entertainment$36,992,235$13,889,575 ▲60.1%925,5003.3%Consumer DiscretionaryJBS N.V.$28,051,200$28,051,200 ▲New Holding1,920,0002.5%CL A SHSTPXTempur Sealy International$25,565,160$9,276,440 ▼-26.6%375,6822.3%Retail/WholesaleBLDRBuilders FirstSource$20,420,750$20,420,750 ▲New Holding175,0001.8%Retail/WholesaleBATRKAtlanta Braves$20,111,100$20,111,100 ▲New Holding430,0001.8%Consumer DiscretionaryWDCWestern Digital$19,836,900$56,311,200 ▼-73.9%310,0001.8%Computer and TechnologyCHWYChewy$8,524,000$8,524,000 ▲New Holding200,0000.8%Retail/WholesaleHUT 8 CORP$8,500,2000.0%457,0000.8%COMWBDWarner Bros. Discovery$6,876,000$6,876,000 ▲New Holding600,0000.6%Consumer DiscretionaryRIOTRiot Platforms$6,215,0000.0%550,0000.6%FinanceCOREWEAVE INC$3,261,200$3,261,200 ▲New Holding20,0000.3%COM CL AMMM3M$0$46,774,763 ▼-100.0%00.0%Multi-Sector ConglomeratesHOWARD HUGHES HOLDINGS INC$0$25,374,178 ▼-100.0%00.0%COMMSGSMadison Square Garden$0$16,140,925 ▼-100.0%00.0%Consumer DiscretionaryASPNAspen Aerogels$0$4,115,448 ▼-100.0%00.0%ConstructionUHGUnited Homes Group$0$3,335,094 ▼-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. 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