Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DENDUR CAPITAL LP (CIK 1782124) reported $1.36B across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DIS ($211.3M, 15.48%), ATI ($186.6M, 13.68%), FWONK ($102.3M, 7.49%), VSEC ($88.3M, 6.47%), FUN ($87.9M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DIS | DISNEY WALT CO | $211.3M | 15.48% | 2.2M | Added |
| 2 | ATI | ATI INC | $186.6M | 13.68% | 1.3M | Trimmed |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | $102.3M | 7.49% | 1.2M | Added |
| 4 | VSEC | VSE CORP | $88.3M | 6.47% | 479,000 | Added |
| 5 | FUN | SIX FLAGS ENTERTAINMENT CORP | $87.9M | 6.44% | 5.0M | Hold |
| 6 | MSGE | MADISON SQUARE GARDEN ENTMT | $71.9M | 5.27% | 1.2M | Hold |
| 7 | COF | CAPITAL ONE FINL CORP | $65.0M | 4.77% | 356,500 | Added |
| 8 | TTMI | TTM TECHNOLOGIES INC | $63.8M | 4.68% | 655,000 | New |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | $63.4M | 4.65% | 416,000 | Hold |
| 10 | CNM | CORE & MAIN INC | $49.3M | 3.61% | 998,000 | Added |
| 11 | MKSI | MKS INC. | $49.3M | 3.61% | 214,500 | New |
| 12 | GDS | GDS HLDGS LTD | $46.3M | 3.39% | 1.1M | New |
| 13 | UNP | UNION PAC CORP | $45.1M | 3.31% | 186,000 | Trimmed |
| 14 | AER | AERCAP HOLDINGS NV | $42.9M | 3.15% | 313,000 | New |
| 15 | HUT | HUT 8 CORP | $40.8M | 2.99% | 869,420 | Added |
| 16 | TLN | TALEN ENERGY CORP | $39.6M | 2.90% | 124,000 | New |
| 17 | WBD | WARNER BROS DISCOVERY INC | $36.5M | 2.68% | 1.3M | New |
| 18 | TDS | TELEPHONE & DATA SYS INC | $33.8M | 2.47% | 802,000 | New |
| 19 | VSEC | VSE CORP | $19.1M | 1.40% | 380,000 | New |
| 20 | FLUT | FLUTTER ENTMT PLC | $11.4M | 0.84% | 112,000 | Trimmed |
| 21 | CORZ | CORE SCIENTIFIC INC NEW | $10.0M | 0.73% | 670,000 | New |
| 22 | CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | Exited |
| 23 | MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | Exited |
| 24 | REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31