Dendur Capital LP
- SEC CIK
- 0001782124
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 17, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 11
- −2 vs. Q1 2022
- Portfolio value
- $434.5M
- −$129.0M (−22.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BLDRBuilders FirstSource, Inc. | Stock | 2,249,675 | $120.8M | 27.8% | −41,000−1.8% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 3,368,829 | $66.1M | 15.2% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 983,840 | $47.7M | 11.0% | +30,000+3.1% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 1,373,333 | $44.5M | 10.2% | 00.0% | Unchanged | History |
| USFDUS Foods Holding Corp. | COM | 1,444,605 | $44.3M | 10.2% | +60,000+4.3% | Added | History |
| CRTOCriteo S.A. | SPONS ADS | 1,401,820 | $34.2M | 7.9% | +34,820+2.5% | Added | History |
| CZRCaesars Entertainment, Inc. | COM | 759,077 | $29.1M | 6.7% | +189,127+33.2% | Added | History |
| LENLennar Corp | CL A | 382,500 | $27.0M | 6.2% | 00.0% | Unchanged | History |
| Beyond Meat, Inc.08862EAB5 | NOTE 3/1 | – | $11.6M | 2.7% | – | – | – |
| GBTGGlobal Business Travel Group, Inc. | COM CL A | 1,138,900 | $7.19M | 1.7% | +1,138,900 | New | History |
| PRTYParty City Holdco Inc. | COM | 1,528,268 | $2.02M | 0.5% | +200,000+15.1% | Added | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.