Dendur Capital Lp Top Holdings and 13F Report (2026) About Dendur Capital LpInvestment ActivityDendur Capital Lp has $1.36 billion in total holdings as of March 31, 2026.Dendur Capital Lp owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 44.63% of the portfolio was purchased this quarter.About 18.78% of the portfolio was sold this quarter.This quarter, Dendur Capital Lp has purchased 15 new stocks and bought additional shares in 6 stocks.Dendur Capital Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Walt Disney $211,264,960ATI $186,640,162Liberty Media Corporation - Liberty Formula One Series C $102,279,060VSE $88,327,600SIX FLAGS ENTERTAINMENT CORP $87,924,625 Largest New Holdings this Quarter 87305R109 - TTM Technologies $63,810,100 Holding55306N104 - MKS $49,294,245 Holding36165L108 - GDS $46,252,920 HoldingN00985106 - Aercap $42,937,340 Holding87422Q109 - TALEN ENERGY CORP $39,584,520 Holding Largest Purchases this Quarter Walt Disney 1,160,000 shares (about $111.80M)Liberty Media Corporation - Liberty Formula One Series C 1,030,400 shares (about $87.60M)TTM Technologies 655,000 shares (about $63.81M)MKS 214,500 shares (about $49.29M)GDS 1,148,000 shares (about $46.25M) Largest Sales this Quarter ATI 756,188 shares (about $110.00M)Union Pacific 119,000 shares (about $28.87M)FLUTTER ENTMT PLC 270,000 shares (about $27.53M) 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 PortfolioSectorDISWalt Disney$211,264,960$111,800,800 â–²112.4%2,192,00015.5%Consumer DiscretionaryATIATI$186,640,162$109,995,106 â–¼-37.1%1,283,10313.7%Basic MaterialsFWONKLiberty Media Corporation - Liberty Formula One Series C$102,279,060$87,604,608 â–²597.0%1,203,0007.5%Consumer DiscretionaryVSECVSE$88,327,600$41,858,800 â–²90.1%479,0006.5%ConstructionSIX FLAGS ENTERTAINMENT CORP$87,924,6250.0%4,953,5006.4%COMMSGEMadison Square Garden Entertainment$71,870,2000.0%1,220,0005.3%Consumer DiscretionaryCOFCapital One Financial$65,036,295$3,010,095 â–²4.9%356,5004.8%FinanceTTMITTM Technologies$63,810,100$63,810,100 â–²New Holding655,0004.7%Computer and TechnologyLYVLive Nation Entertainment$63,444,1600.0%416,0004.6%Consumer DiscretionaryCNMCore & Main$49,301,200$4,940,000 â–²11.1%998,0003.6%IndustrialsMKSIMKS$49,294,245$49,294,245 â–²New Holding214,5003.6%Computer and TechnologyGDSGDS$46,252,920$46,252,920 â–²New Holding1,148,0003.4%Business ServicesUNPUnion Pacific$45,127,320$28,871,780 â–¼-39.0%186,0003.3%TransportationAERAercap$42,937,340$42,937,340 â–²New Holding313,0003.1%TransportationHUT 8 CORP$40,784,492$18,596,062 â–²83.8%869,4203.0%COMTALEN ENERGY CORP$39,584,520$39,584,520 â–²New Holding124,0002.9%COMWBDWarner Bros. Discovery$36,521,800$36,521,800 â–²New Holding1,330,0002.7%Consumer DiscretionaryTDSTelephone and Data Systems$33,764,200$33,764,200 â–²New Holding802,0002.5%UtilitiesVSE CORP$19,114,000$19,114,000 â–²New Holding380,0001.4%UNIT 02/01/2029FLUTTER ENTMT PLC$11,418,400$27,526,500 â–¼-70.7%112,0000.8%SHSCORE SCIENTIFIC INC NEW$10,023,200$10,023,200 â–²New Holding670,0000.7%COMCMCSAComcast$0$44,835,000 â–¼-100.0%00.0%Consumer DiscretionaryREZIResideo Technologies$0$30,027,600 â–¼-100.0%00.0%IndustrialsMIDDMiddleby$0$15,090,005 â–¼-100.0%00.0%IndustrialsShowing 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. 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