Dendur Capital LP
- SEC CIK
- 0001782124
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 12
- −1 vs. Q1 2024
- Portfolio value
- $539.3M
- −$145.8M (−21.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 227,500 | $85.0M | 15.8% | +4,500+2.0% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 826,000 | $77.4M | 14.4% | +398,000+93.0% | Added | History |
| USFDUS Foods Holding Corp. | COM | 1,350,000 | $71.5M | 13.3% | +155,400+13.0% | Added | History |
| CZRCaesars Entertainment, Inc. | COM | 1,470,000 | $58.4M | 10.8% | 00.0% | Unchanged | History |
| NWSANews Corp | CL A | 2,111,000 | $58.2M | 10.8% | +196,200+10.2% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 1,118,792 | $42.1M | 7.8% | 00.0% | Unchanged | History |
| HHHHoward Hughes Holdings Inc. | COM | 552,500 | $35.8M | 6.6% | +552,500 | New | History |
| BLDRBuilders FirstSource, Inc. | Stock | 247,000 | $34.2M | 6.3% | −544,000−68.8% | Reduced | History |
| UALUnited Airlines Holdings, Inc. | COM | 535,000 | $26.0M | 4.8% | +535,000 | New | History |
| GBTGGlobal Business Travel Group, Inc. | COM CL A | 3,792,491 | $25.0M | 4.6% | +18,105+0.5% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 131,500 | $24.7M | 4.6% | 00.0% | Unchanged | History |
| UHGUnited Homes Group, Inc. | CL A | 139,610 | $794.4K | 0.1% | 00.0% | Unchanged | History |
Options (3)
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 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.