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Dendur Capital Lp Buys Lennar Corp, XPO Logistics Inc, Caesars Entertainment Inc, Sells Centene Corp, eHealth Inc, WillScot Mobile Mini Holdings Corp

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Feb 16, 2022
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Investment company Dendur Capital Lp (Current Portfolio) buys Lennar Corp, XPO Logistics Inc, Caesars Entertainment Inc, Nu Holdings, US Foods Holding Corp, sells Centene Corp, eHealth Inc, WillScot Mobile Mini Holdings Corp, Analog Devices Inc, Hilton Grand Vacations Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Dendur Capital Lp. As of 2021Q4, Dendur Capital Lp owns 17 stocks with a total value of $703 million. These are the details of the buys and sells.

For the details of DENDUR CAPITAL LP's stock buys and sells, go to https://www.gurufocus.com/guru/dendur+capital+lp/current-portfolio/portfolio

These are the top 5 holdings of DENDUR CAPITAL LP
  1. Builders FirstSource Inc (BLDR) - 2,369,675 shares, 28.89% of the total portfolio. Shares reduced by 7.53%
  2. Elanco Animal Health Inc (ELAN) - 3,367,829 shares, 13.59% of the total portfolio.
  3. WillScot Mobile Mini Holdings Corp (WSC) - 1,570,296 shares, 9.12% of the total portfolio. Shares reduced by 24.31%
  4. US Foods Holding Corp (USFD) - 1,553,105 shares, 7.69% of the total portfolio. Shares added by 31.88%
  5. Apollo Global Management Inc (APO) - 703,716 shares, 7.25% of the total portfolio. Shares added by 0.39%
New Purchase: XPO Logistics Inc (XPO)

Dendur Capital Lp initiated holding in XPO Logistics Inc. The purchase prices were between $70.31 and $87, with an estimated average price of $78.13. The stock is now traded at around $71.410000. The impact to a portfolio due to this purchase was 3.05%. The holding were 276,804 shares as of 2021-12-31.

New Purchase: Nu Holdings Ltd (NU)

Dendur Capital Lp initiated holding in Nu Holdings Ltd. The purchase prices were between $8.94 and $11.85, with an estimated average price of $9.82. The stock is now traded at around $9.050000. The impact to a portfolio due to this purchase was 2.67%. The holding were 2,000,000 shares as of 2021-12-31.

New Purchase: Party City Holdco Inc (PRTY)

Dendur Capital Lp initiated holding in Party City Holdco Inc. The purchase prices were between $4.9 and $9.1, with an estimated average price of $6.58. The stock is now traded at around $5.050000. The impact to a portfolio due to this purchase was 0.79%. The holding were 995,100 shares as of 2021-12-31.

New Purchase: BrightSpire Capital Inc (BRSP)

Dendur Capital Lp initiated holding in BrightSpire Capital Inc. The purchase prices were between $9.25 and $10.26, with an estimated average price of $9.7. The stock is now traded at around $9.270000. The impact to a portfolio due to this purchase was 0.19%. The holding were 130,053 shares as of 2021-12-31.

Added: Lennar Corp (LEN)

Dendur Capital Lp added to a holding in Lennar Corp by 125.28%. The purchase prices were between $91.85 and $116.91, with an estimated average price of $105.94. The stock is now traded at around $92.020000. The impact to a portfolio due to this purchase was 3.73%. The holding were 405,500 shares as of 2021-12-31.

Added: Caesars Entertainment Inc (CZR)

Dendur Capital Lp added to a holding in Caesars Entertainment Inc by 102.00%. The purchase prices were between $83.07 and $118.11, with an estimated average price of $100.88. The stock is now traded at around $85.420000. The impact to a portfolio due to this purchase was 2.74%. The holding were 408,150 shares as of 2021-12-31.

Added: US Foods Holding Corp (USFD)

Dendur Capital Lp added to a holding in US Foods Holding Corp by 31.88%. The purchase prices were between $30.13 and $38.56, with an estimated average price of $34.78. The stock is now traded at around $39.280000. The impact to a portfolio due to this purchase was 1.86%. The holding were 1,553,105 shares as of 2021-12-31.

Sold Out: Centene Corp (CNC)

Dendur Capital Lp sold out a holding in Centene Corp. The sale prices were between $61.94 and $84.72, with an estimated average price of $73.64.

Sold Out: eHealth Inc (EHTH)

Dendur Capital Lp sold out a holding in eHealth Inc. The sale prices were between $21.13 and $46.56, with an estimated average price of $32.85.

Sold Out: Analog Devices Inc (ADI)

Dendur Capital Lp sold out a holding in Analog Devices Inc. The sale prices were between $164.02 and $188.8, with an estimated average price of $177.37.

Sold Out: Hilton Grand Vacations Inc (HGV)

Dendur Capital Lp sold out a holding in Hilton Grand Vacations Inc. The sale prices were between $45.35 and $55, with an estimated average price of $50.08.

Sold Out: GoHealth Inc (GOCO)

Dendur Capital Lp sold out a holding in GoHealth Inc. The sale prices were between $3.32 and $6.14, with an estimated average price of $4.42.

Sold Out: SomaLogic Inc (SLGC)

Dendur Capital Lp sold out a holding in SomaLogic Inc. The sale prices were between $10.49 and $14.28, with an estimated average price of $11.96.



Here is the complete portfolio of DENDUR CAPITAL LP. Also check out:

1. DENDUR CAPITAL LP's Undervalued Stocks
2. DENDUR CAPITAL LP's Top Growth Companies, and
3. DENDUR CAPITAL LP's High Yield stocks
4. Stocks that DENDUR CAPITAL LP keeps buying
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