Institutional Fund
Dendur Capital LP
New York, NYCIK 17821245 filings on record
Portfolio Value
$1.36B
Q1 2026
Holdings
21
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+41.4%
from $961.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Disney Walt Co15.5%
- Ati Inc13.7%
- Liberty Media Corp Del7.5%
- Vse Corp6.5%
- Six Flags Entertainment Corp6.5%
- Madison Square Garden Entmt5.3%
- Other45.0%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Disney Walt Co | 2.19M | $211.26M | 15.5% | +1.16M | Added |
| 2 | Ati Inc | 1.28M | $186.64M | 13.7% | −756.2K | Reduced |
| 3 | Liberty Media Corp Del | 1.20M | $102.28M | 7.5% | +1.03M | Added |
| 4 | Vse Corp | 479.0K | $88.33M | 6.5% | +227.0K | Added |
| 5 | Six Flags Entertainment Corp | 4.95M | $87.92M | 6.5% | 0 | Held |
| 6 | Madison Square Garden Entmt | 1.22M | $71.87M | 5.3% | 0 | Held |
| 7 | Capital One Finl Corp | 356.5K | $65.04M | 4.8% | +16.5K | Added |
| 8 | Ttm Technologies Inc | 655.0K | $63.81M | 4.7% | +655.0K | New |
| 9 | Live Nation Entertainment In | 416.0K | $63.44M | 4.7% | 0 | Held |
| 10 | Mks Inc. | 214.5K | $49.29M | 3.6% | +214.5K | New |
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