Dendur Capital LP Portfolio Holdings

Dendur Capital LP

  • $754 Million
  • Q2 2025

Dendur Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $754 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Allegheny Technologies Inc with a value of $274M, Live Nation Entertainment, Inc. with a value of $85.3M, News Corp with a value of $66.8M, Meritage Homes Corp with a value of $58.7M, and Will Scot Mobile Mini Holdings Corp. with a value of $54.6M.

Examining the 13F form we can see an increase of $92.6M in the current position value, from $661M to 754M.

Dendur Capital LP is based out at New York, NY

Below you can find more details about Dendur Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $754 Million
Industrials: $349 Million
Communication Services: $159 Million
Consumer Cyclical: $132 Million
Consumer Defensive: $45.2 Million
Financial Services: $43 Million
Technology: $26.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.81B
$274 Million 36.36% of portfolio
3,175,000
Q2 2025 Reduced 10.99%
$36.4B
$85.3 Million 11.32% of portfolio
564,000
Q1 2025 Added 18.99%
$11B
$66.8 Million 8.86% of portfolio
2,248,000
Q2 2025 Reduced 9.65%
$2.72B
$58.7 Million 7.78% of portfolio
876,000
Q2 2025 Added 55.46%
$5.28B
$54.6 Million 7.25% of portfolio
1,993,822
Q2 2025 Added 3.04%
$10.4B
$45.2 Million 5.99% of portfolio
2,100,000
Q1 2025 Reduced 16.0%
$83.2B
$43 Million 5.7% of portfolio
202,000
Q2 2025 New
$5.28B
$42.7 Million 5.67% of portfolio
1,504,500
Q4 2024 Reduced 15.38%
$9.92B
$21.6 Million 2.87% of portfolio
375,682
Q2 2025 Reduced 26.62%
$21.5B
$20.4 Million 2.71% of portfolio
175,000
Q2 2025 New
$24.1B
$19.8 Million 2.63% of portfolio
310,000
Q2 2025 Reduced 63.1%
$1.91B
$6.22 Million 0.82% of portfolio
550,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $754 Million
  • Prior Value $661 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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