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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001782124
Total reported value
$1.9B
$1.9B
14 檔
18.4%
According to the latest 13F quarterly dataset, Dendur Capital LP managed an equity portfolio of $1.9B at the end of Q2 2024, spanning 14 distinct U.S. exchange-listed positions.
During Q2 2024, Dendur Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUM | Humana Inc | Stock-Healthcare | 14.65% | — | -31.68% | |
| 2 | LYV | Live Nation Entertainment In | Stock-Comm Services | 13.35% | -0.45% | +92.99% | |
| 3 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 12.33% | — | +13.01% | |
| 4 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 10.07% | — | — | |
| 5 | NWSA | News CORP - Class A | Stock-Comm Services | 10.03% | — | +10.25% | |
| 6 | WSC | Willscot Holdings CORP | Stock-Industrials | 9.85% | — | +35.75% | |
| 7 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 6.17% | — | — | |
| 8 | BLDR | Builders Firstsource Inc | Stock-Industrials | 5.89% | — | -68.77% | |
| 9 | UAL | United Airlines Holdings Inc | Stock-Industrials | 4.49% | — | — | |
| 10 | GBTG | Global Business Travel Group | Stock-Other | 4.31% | — | +0.48% | |
| 11 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 4.26% | — | — | |
| 12 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.31% | — | — | |
| 13 | AGNT | Agnt Inc | Stock-Other | 2.14% | — | — | |
| 14 | UHG | United Homes Group Inc | Stock-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Dendur Capital LP reported a total U.S. public equity portfolio value of $1.9B across 14 disclosed positions in Q2 2024.
During Q2 2024, Dendur Capital LP's top holdings by market value included HUM (14.7%)、LYV (13.3%)、USFD (12.3%). The largest single position, HUM, represented 14.7% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HUM, LYV, USFD) accounted for 18.4% of total reported equity market value during Q2 2024.
In Q2 2024, Dendur Capital LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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