DENDUR CAPITAL LP
DENDUR CAPITAL LP reported 24 positions worth $1.90B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DIS (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DIS | SH | $211.0M | 11.08% | 2,192,000 | — | — | |
| ▸ 2 | ATI | SH | $198.9M | 10.44% | 1,009,000 | — | — | |
| ▸ 3 | IWM | PUT | $195.3M | 10.25% | 650,000 | — | — | |
| ▸ 4 | VSEC | SH | $187.7M | 9.86% | 821,400 | — | — | |
| ▸ 5 | FWONK | SH | $135.5M | 7.11% | 1,424,000 | — | — | |
| ▸ 6 | FUN | SH | $105.5M | 5.54% | 4,953,500 | — | — | |
| ▸ 7 | TTMI | SH | $89.6M | 4.70% | 479,000 | — | — | |
| ▸ 8 | LYV | SH | $80.0M | 4.20% | 437,000 | — | — | |
| ▸ 9 | GFL | SH | $72.7M | 3.82% | 1,975,000 | — | — | |
| ▸ 10 | MSGE | SH | $70.1M | 3.68% | 866,000 | — | — |
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Frequently Asked Questions
What stocks does DENDUR CAPITAL LP hold as of Q2 2026?
DENDUR CAPITAL LP reported 24 positions worth $1.90B in its Q2 2026 13F filing. Largest positions: DIS (11.1%), ATI (10.4%), IWM (10.3%), VSEC (9.9%) and FWONK (7.1%).
What did DENDUR CAPITAL LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DENDUR CAPITAL LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.