StockDriftsStockDriftsTop 21 Dendur Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | 15.54% | 2.19M | $211.3M | +112.40%(+1.16M) | $110.82(-7.31%) | 2026-03-31 | |
| ATI | ATI INC | 13.73% | 1.28M | $186.6M | -37.08%(-756.19K) | $61.00(+152.80%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 7.52% | 1.20M | $102.3M | +596.99%(+1.03M) | $89.31(+0.26%) | 2026-03-31 | |
| VSEC | VSE CORP | 6.5% | 479.0K | $88.3M | +90.08%(+227.00K) | $173.81(-2.36%) | 2026-03-31 | |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 6.47% | 4.95M | $87.9M | +0.00%(+0) | $40.44(-47.28%) | 2026-03-31 | |
| MSGE | MADISON SQUARE GARDEN ENTMT | 5.29% | 1.22M | $71.9M | +0.00%(+0) | $38.07(+79.47%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 4.78% | 356.5K | $65.0M | +4.85%(+16.50K) | $204.50(-8.47%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 4.69% | 655.0K | $63.8M | new | $83.21(+101.12%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 4.67% | 416.0K | $63.4M | +0.00%(+0) | $104.56(+61.51%) | 2026-03-31 | |
| MKSI | MKS INC. | 3.63% | 214.5K | $49.3M | new | $194.81(+55.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.91% | +76.75% |
| Top 20 Holdings Unweighted | +16.57% | +58.41% |
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