DENDUR CAPITAL LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FUN | 4.95M | $87.92M |
 | DIS | 2.19M | $211.26M |
 | WBD | 1.33M | $36.52M |
 | ATI | 1.28M | $186.64M |
 | MSGE | 1.22M | $71.87M |
 | FWONK | 1.20M | $102.28M |
 | GDS | 1.15M | $46.25M |
 | CNM | 898K | $44.36M |
 | HUT | 869K | $40.78M |
 | TDS | 802K | $33.76M |
 | CORZ | 670K | $10.02M |
 | TTMI | 655K | $63.81M |
 | VSEC | 479K | $88.33M |
 | LYV | 416K | $63.44M |
 | COF | 357K | $65.04M |
 | AER | 313K | $42.94M |
 | MKSI | 215K | $49.29M |
 | UNP | 186K | $45.13M |
 | TLN | 124K | $39.58M |
 | FLUT | 112K | $11.42M |
Six Flags Entertainment Corporation
FUN
Shares Held
4.95M
Value
$87.92M
The Walt Disney Company
DIS
Shares Held
2.19M
Value
$211.26M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.33M
Value
$36.52M
ATI Inc.
ATI
Shares Held
1.28M
Value
$186.64M
Madison Square Garden Entertainment Corp.
MSGE
Shares Held
1.22M
Value
$71.87M
Liberty Media Corporation
FWONK
Shares Held
1.20M
Value
$102.28M
GDS Holdings Limited
GDS
Shares Held
1.15M
Value
$46.25M
Core & Main, Inc.
CNM
Shares Held
898K
Value
$44.36M
Hut 8 Corp.
HUT
Shares Held
869K
Value
$40.78M
Telephone and Data Systems, Inc.
TDS
Shares Held
802K
Value
$33.76M
Core Scientific, Inc.
CORZ
Shares Held
670K
Value
$10.02M
TTM Technologies, Inc.
TTMI
Shares Held
655K
Value
$63.81M
VSE Corporation
VSEC
Shares Held
479K
Value
$88.33M
Live Nation Entertainment, Inc.
LYV
Shares Held
416K
Value
$63.44M
Capital One Financial Corporation
COF
Shares Held
357K
Value
$65.04M
AerCap Holdings N.V.
AER
Shares Held
313K
Value
$42.94M
MKS Inc.
MKSI
Shares Held
215K
Value
$49.29M
Union Pacific Corporation
UNP
Shares Held
186K
Value
$45.13M
Talen Energy Corporation
TLN
Shares Held
124K
Value
$39.58M
Flutter Entertainment plc
FLUT
Shares Held
112K
Value
$11.42M