DENDUR CAPITAL LP 13F Holdings

CIK 0001782124 · NEW YORK, NY

As of Sep 30, 2025, DENDUR CAPITAL LP reported 16 positions worth $964.1M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
ATI INCATIIndustrials2,689,160$218.7M22.69%
SIX FLAGS ENTERTAINMENT CORPORATIONFUNConsumer Cyclical4,663,500 06.0M10.99%
LIVE NATION ENTERTAINMENT INCLYVCommunication Services564,000$92.2M9.56%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services370,000$78.7M8.16%
WALT DISNEY CODISCommunication Services635,000$72.7M7.54%
NEWS CORPNWSACommunication Services2,341,000$71.9M7.46%
MERITAGE HOMES CORPMTHConsumer Cyclical891,000$64.5M6.69%
MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGEConsumer Cyclical1,130,000$51.1M5.30%
CORE & MAIN INCCNMIndustrials898,000$48.3M5.01%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical178,000$45.2M4.69%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services1,757,500$33.3M3.45%
WESTERN DIGITAL CORPWDCTechnology162,000 9.4M2.02%
RALLIANT CORPRALTechnology390,000 7.1M1.77%
ASTRONICS CORPATROIndustrials362,000 6.5M1.71%
HUT 8 CORPHUTFinancial Services457,000 5.9M1.65%
ORACLE CORPORCLTechnology45,000 2.7M1.31%