Dendur Capital LP Portfolio Holdings by Sector

Dendur Capital LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Metal Fabrication \| Industrials ATI 1 stocks	$185,591 28.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV NWSA MSGS MSGS 4 stocks	$157,510 23.82% of portfolio	3	1	-	-	1 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC WSC 2 stocks	$62,133 9.39% of portfolio	1	1	-	-	1 Calls 0 Puts
Computer Hardware \| Technology WDC WDC 2 stocks	$48,111 7.27% of portfolio	2	-	1	-	1 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$46,774 7.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$46,179 6.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical MTH 1 stocks	$39,940 6.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$37,612 5.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$29,491 4.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials ASPN 1 stocks	$4,115 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology RIOT 1 stocks	$3,916 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts

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