Dendur Capital LP Portfolio Holdings by Sector

Dendur Capital LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services LYV DIS NWSA 3 stocks	$236,756 34.03% of portfolio	2	-	1	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI 1 stocks	$218,736 31.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF COF 2 stocks	$78,654 11.31% of portfolio	2	-	1	-	1 Calls 0 Puts
Residential Construction \| Consumer Cyclical MTH 1 stocks	$64,535 9.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$48,339 6.95% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$19,449 2.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ATRO 1 stocks	$16,510 2.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$12,655 1.82% of portfolio	1	-	1	-	0 Calls 1 Puts

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