DENDUR CAPITAL LP
•CIK: 1782124•Filing: Q4 2025
**DENDUR CAPITAL LP** manages $1.0B across a concentrated portfolio of 15 positions. The fund exhibits significant conviction in specific names, with ATD representing the largest holding at $234.0M. Further top-tier allocations include DIS ($117.4M) and COF ($82.4M), indicating a focused, high-conviction approach. This structure suggests an active, bottom-up strategy targeting outsized returns within select sectors.
Total AUM
$961.6M
+ $44.8M in options
QoQ Performance
+14.5%
Positions
14
+ 1 option
Top 10 Concentration
87.3%
Latest Filing
Q4 2025
Top Holdings Allocation
ATD
DIS
COF
FLUT
FUN
UNP
MSGE
LYV
ATD23.3%
DIS11.7%
COF8.2%
FLUT8.2%
FUN7.6%
UNP7.0%
MSGE6.5%
LYV5.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.0%
Communication17.8%
Financial8.2%
Industrial7.0%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW6 new positions
↑6 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023