account_balance
Investment manager · 13F filer · SEC CIK 1782124
Dendur Capital LP
Reported value$1.71Bas of Jun 30, 2026
Positions23 8 new, 6 sold out
Top 10 weight71.2%DIS alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DISDisney Walt Co
12.3%
ATIAti Inc
11.6%Trimmed −21%
VSECVse Corp
11.0%Added +71%
FWONKLiberty Media Corp
7.9%Added +18%
FUNSix Flags Entertainment Corp
6.2%
TTMITTM Technologies Inc
5.2%Trimmed −27%
LYVLive Nation Entertainment In
4.7%Added +5%
GFLGFL Environmental Inc
4.3%New
MSGEMadison Square Garden Entmt
4.1%Trimmed −29%
COMPCompass Inc
3.9%New
HUTHut 8 Corp
3.9%Trimmed −34%
WBDWarner Bros Discovery Inc
3.5%Added +68%
DISDisney Walt Co
12.3%
ATIAti Inc
11.6%Trimmed −21%
VSEC11.0%FWONK7.9%FUN6.2%TTMI5.2%LYV4.7%GFL4.3%MSGE4.1%COMP3.9%HUT3.9%WBD3.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DIS Disney Walt Co 12.3% HeldATI Ati Inc 11.6% Trimmed −21%VSEC Vse Corp 11.0% Added +71%FWONK Liberty Media Corp 7.9% Added +18%FUN Six Flags Entertainment Corp 6.2% HeldTTMI TTM Technologies Inc 5.2% Trimmed −27%LYV Live Nation Entertainment In 4.7% Added +5%GFL GFL Environmental Inc 4.3% NewMSGE Madison Square Garden Entmt 4.1% Trimmed −29%COMP Compass Inc 3.9% NewHUT Hut 8 Corp 3.9% Trimmed −34%
WBD Warner Bros Discovery Inc 3.5% Added +68%
What changed