DC

DENDUR CAPITAL LP

13F
DENDUR CAPITAL LP
Last update 2025-02-16 24 Stocks (7 new)
Value $969.00 Mil Turnover 39 %
Countries:
Top Holdings: ATI(20.26%)FUN(13.74%)NWSA(6.83%)WSC(6.63%)HHH(6.46%)
Summary Stock Picks Current Portfolio
DENDUR CAPITAL LP Top Holdings of 2024-12-31 View Full List
Ticker
ATI
FUN
NWSA
WSC
HHH
LYV
CZR
ACI
UAL
CVS CALL
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ATI 		ATI Inc
3,567,000
196,327.7
+601.65%
20.260
+17.37%
2.500
-15.18%
-15.10%
6,591.8
Industrial Products
FUN 		Six Flags Entertainment Corp
2,761,500
133,076.7
+5.95%
13.740
+0.77%
2.760
-31.18%
-33.78%
3,202.7
Travel & Leisure
NWSA 		News Corp
2,403,000
66,178.6
+13.83%
6.830
+0.83%
0.420
-2.57%
-4.55%
15,600.1
Media - Diversified
WSC 		WillScot Holdings Corp
1,920,000
64,224.0
+142.12%
6.630
+3.89%
1.040
-29.27%
-26.02%
4,532.5
Business Services
HHH 		Howard Hughes Holdings Inc
813,200
62,551.3
+22.65%
6.460
+1.19%
1.620
-9.14%
-15.21%
3,287.4
Real Estate
LYV 		Live Nation Entertainment Inc
474,000
61,383.0
-42.62%
6.340
-5.25%
0.210
+0.85%
+0.08%
29,952.2
Media - Diversified
CZR 		Caesars Entertainment Inc
1,504,500
50,280.4
-15.38%
5.190
-1.56%
0.710
-19.41%
-24.21%
5,370.3
Travel & Leisure
ACI 		Albertsons Companies Inc
2,500,000
49,100.0
New Holding
5.070
+5.07%
0.430
+7.03%
+8.72%
12,277.0
Retail - Defensive
UAL 		United Airlines Holdings Inc
374,000
36,315.4
-20.76%
3.750
-0.76%
0.110
-38.75%
-32.44%
21,497.4
Transportation
CVS CALL 		CVS Health Corp
753,200
33,811.2
0%
3.490
0%
0.060
+46.62%
+56.81%
87,748.3
Healthcare Plans

DENDUR CAPITAL LP's Historical Top Holdings Breakdowns

DENDUR CAPITAL LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ATI 		ATI Inc2024-12-31Add
+17.37%
●
52.71 ($58.86) 65.59
$46.73
-20.61%
Add 601.65%
3,567,000
3,058,628
FLUT 		Flutter Entertainment PLC2024-12-31Reduce
-5.50%
●
219.5 ($252.72) 282.64
$231.76
-8.29%
Reduce -62.96%
100,000
-170,000
LYV 		Live Nation Entertainment Inc2024-12-31Reduce
-5.25%
●
109.06 ($126.14) 140.54
$129.60
2.74%
Reduce -42.62%
474,000
-352,000
ACI 		Albertsons Companies Inc2024-12-31New Buy
+5.07%
●
18.01 ($18.97) 19.92
$21.19
11.70%
New holding
2,500,000
2,500,000
ADSK 		Autodesk Inc2024-12-31Sold Out
-4.80%
●
267.23 ($295.87) 321.27
$258.45
-12.65%
Sold Out
0
-127,900
FWONK 		Liberty Formula One Group2024-12-31Sold Out
-4.75%
●
74.39 ($85.03) 95.49
$77.19
-9.22%
Sold Out
0
-450,000
USFD 		US Foods Holding Corp2024-12-31Sold Out
-4.57%
●
60.65 ($65.68) 72.33
$62.67
-4.58%
Sold Out
0
-545,000
WSC 		WillScot Holdings Corp2024-12-31Add
+3.89%
●
32.93 ($36.73) 39.8
$24.69
-32.78%
Add 142.12%
1,920,000
1,127,000
GBTG 		Global Business Travel Group Inc2024-12-31Sold Out
-3.06%
●
7.36 ($8.55) 9.56
$6.74
-21.17%
Sold Out
0
-2,915,769
WDC 		Western Digital Corp2024-12-31New Buy
+3.04%
●
59.62 ($66.5) 73.43
$34.40
-48.27%
New holding
494,000
494,000

DENDUR CAPITAL LP Total Holding History ($B)

To

DENDUR CAPITAL LP's Asset Allocation

To

DENDUR CAPITAL LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DENDUR CAPITAL LP's Hypothetical Growth since 2024-12-31

DENDUR CAPITAL LP's Yearly Returns

Year Portfolio % % Excess Gain %

DENDUR CAPITAL LP's Holdings Heat Map

Size field:

DENDUR CAPITAL LP's Holdings Bubble Chart

DENDUR CAPITAL LP News

  • 1

Discussions on DENDUR CAPITAL LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.