Dendur Capital Lp Top Holdings and 13F Report (2025) About Dendur Capital LpInvestment ActivityDendur Capital Lp has $968.86 million in total holdings as of December 31, 2024.Dendur Capital Lp owns shares of 21 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 49.08% of the portfolio was purchased this quarter.About 28.93% of the portfolio was sold this quarter.This quarter, Dendur Capital Lp has purchased 17 new stocks and bought additional shares in 7 stocks.Dendur Capital Lp sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings ATI $196,327,680SIX FLAGS ENTERTAINMENT CORP $133,076,685WillScot Mobile Mini $94,981,275News $66,178,620HOWARD HUGHES HOLDINGS INC $62,551,344 Largest New Holdings this Quarter CVS Health $58,051,748 HoldingAlbertsons Companies $49,100,000 HoldingWestern Digital $29,457,220 HoldingRapid7 $19,189,710 HoldingCharter Communications $13,470,861 Holding Largest Purchases this Quarter ATI 3,058,628 shares (about $168.35M)WillScot Mobile Mini 2,046,500 shares (about $68.46M)CVS Health 1,293,200 shares (about $58.05M)Albertsons Companies 2,500,000 shares (about $49.10M)Western Digital 494,000 shares (about $29.46M) Largest Sales this Quarter Live Nation Entertainment 352,000 shares (about $45.58M)FLUTTER ENTMT PLC 170,000 shares (about $43.94M)Caesars Entertainment 448,500 shares (about $14.99M)United Airlines 98,000 shares (about $9.52M) 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$196,327,680$168,346,885 ▲601.7%3,567,00020.3%Basic MaterialsSIX FLAGS ENTERTAINMENT CORP$133,076,685$7,469,450 ▲5.9%2,761,50013.7%COMWSCWillScot Mobile Mini$94,981,275$68,455,425 ▲258.1%2,839,5009.8%FinanceNWSANews$66,178,620$8,041,680 ▲13.8%2,403,0006.8%Consumer DiscretionaryHOWARD HUGHES HOLDINGS INC$62,551,344$11,553,384 ▲22.7%813,2006.5%COMLYVLive Nation Entertainment$61,383,000$45,584,000 ▼-42.6%474,0006.3%Consumer DiscretionaryCVSCVS Health$58,051,748$58,051,748 ▲New Holding1,293,2006.0%MedicalCZRCaesars Entertainment$50,280,390$14,988,870 ▼-23.0%1,504,5005.2%Consumer DiscretionaryACIAlbertsons Companies$49,100,000$49,100,000 ▲New Holding2,500,0005.1%Consumer StaplesUALUnited Airlines$36,315,400$9,515,800 ▼-20.8%374,0003.7%TransportationMSGSMadison Square Garden Sports$34,190,520$4,513,600 ▲15.2%151,5003.5%Consumer DiscretionaryWDCWestern Digital$29,457,220$29,457,220 ▲New Holding494,0003.0%Computer and TechnologyFLUTTER ENTMT PLC$25,845,000$43,936,500 ▼-63.0%100,0002.7%SHSRPDRapid7$19,189,710$19,189,710 ▲New Holding477,0002.0%Computer and TechnologyCHTRCharter Communications$13,470,861$13,470,861 ▲New Holding39,3001.4%Consumer DiscretionaryARKKARK Innovation ETF$10,218,600$10,218,600 ▲New Holding180,0001.1%ETFASPNAspen Aerogels$9,207,000$9,207,000 ▲New Holding775,0001.0%ConstructionHUT 8 CORP$5,362,233$5,362,233 ▲New Holding261,7000.6%COMMSGEMSG Entertainment$5,256,126$5,256,126 ▲New Holding147,6440.5%Consumer DiscretionaryUHGUnited Homes Group$5,075,530$4,484,980 ▲759.5%1,199,8890.5%FinanceEXPIeXp World$3,337,900$3,337,900 ▲New Holding290,0000.3%FinanceADSKAutodesk$0$35,233,892 ▼-100.0%00.0%Computer and TechnologyFWONKFormula One Group$0$34,843,500 ▼-100.0%00.0%Consumer DiscretionaryUSFDUS Foods$0$33,517,500 ▼-100.0%00.0%Consumer StaplesEBAYeBay$0$22,788,500 ▼-100.0%00.0%Retail/WholesaleGBTGGlobal Business Travel Group$0$22,422,264 ▼-100.0%00.0%TransportationLWLamb Weston$0$17,479,800 ▼-100.0%00.0%Consumer StaplesShowing 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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