Investor

DENDUR CAPITAL LP

Portfolio Total Value

$854,881,000.00

Number of Stocks

16

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
ATI $196,327,000.0 25.54%
Added 601.65%
3,567,000 $55.04 $201.34
Added 265.81%
$38.04 $68.92
$133,076,000.0 17.31%
Added 5.95%
2,761,500 $48.19 $nan
Reduced nan%
$nan $nan
NWSA $66,178,000.0 8.61%
Added 13.83%
2,403,000 $27.54 $25.28
Reduced 8.21%
$22.65 $30.04
WSC $64,224,000.0 8.36%
Added 142.12%
1,920,000 $33.45 $28.84
Reduced 13.78%
$32.57 $52.16
LYV $61,383,000.0 7.99%
Reduced 42.62%
474,000 $129.5 $171.24
Added 32.23%
$86.67 $141.18
ADSK $35,233,000.0 6.64%
No Change
127,900 $275.48 $193.82
Reduced 29.64%
$195.32 $326.62
CZR $50,280,000.0 6.54%
Reduced 15.38%
1,504,500 $33.42 $29.22
Reduced 12.57%
$30.78 $46.69
ACI $49,100,000.0 6.39%
No Change
2,500,000 $19.64 $13.45
Reduced 31.52%
$17.0 $21.92
USFD $33,517,000.0 6.32%
No Change
545,000 $61.5 $91.91
Added 49.45%
$44.82 $72.84
UAL $36,315,000.0 4.72%
Reduced 20.76%
374,000 $97.1 $118.32
Added 21.85%
$37.02 $110.92
MSGS $29,676,000.0 3.86%
No Change
131,500 $225.68 $370.1
Added 63.99%
$178.35 $237.99
WDC $29,457,000.0 3.83%
No Change
494,000 $59.63 $746.23
Added 1151.43%
$52.77 $81.55
LW $17,479,000.0 3.3%
No Change
270,000 $64.74 $45.06
Reduced 30.4%
$52.99 $109.41
CVS $24,240,000.0 3.15%
No Change
540,000 $44.89 $98.32
Added 119.02%
$43.56 $80.75
RPD $19,189,000.0 2.5%
No Change
477,000 $40.23 $6.73
Reduced 83.27%
$32.95 $61.88
ASPN $9,207,000.0 1.2%
No Change
775,000 $11.88 $6.32
Reduced 46.8%
$10.75 $33.15