StockDriftsStockDriftsTop 20 Sentinel Dome Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UNIT | Uniti Group Inc | 11.73% | 1.40M | $16.1M | +79.29%(+620.00K) | $7.99(+22.54%) | 2026-06-30 | |
| TDS | Telephone and Data Systems Inc | 3.1% | 115.0K | $4.3M | +0.00%(+0) | $40.12(-15.03%) | 2026-06-30 | |
| ORCLPRD | Oracle Corp | 2.72% | 82.5K | $3.7M | new | $61.66(-21.20%) | 2026-06-30 | |
| BX | Blackstone Inc | 2.37% | 27.6K | $3.2M | -9.80%(-3.00K) | $162.50(-8.11%) | 2026-06-30 | |
| MA | Mastercard Inc | 2.36% | 6.3K | $3.2M | +18.87%(+1.00K) | $559.36(+1.37%) | 2026-06-30 | |
| SATS | EchoStar Corp | 2.33% | 31.5K | $3.2M | -36.36%(-18.00K) | $93.15(-0.69%) | 2026-06-30 | |
| HD | Home Depot Inc | 2.33% | 9.1K | $3.2M | +42.52%(+2.70K) | $363.74(-6.06%) | 2026-06-30 | |
| HLT | Hilton Worldwide Holdings Inc | 2.3% | 9.6K | $3.2M | +31.72%(+2.30K) | $282.94(+13.39%) | 2026-06-30 | |
| NFLX | NETFLIX | 1.93% | 37.0K | $2.6M | -8.64%(-3.50K) | $94.96(-17.60%) | 2026-06-30 | |
| LUMN | Lumen Technologies Inc | 1.86% | 332.8K | $2.6M | +9.91%(+30.00K) | $7.22(-13.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.51% |
| Top 20 Holdings Unweighted | — | — | — | — | -6.53% |
Sentinel Dome Partners LLC reports $137.09M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are UNIT (11.7%), TDS (3.1%) and ORCLPRD (2.7%). The top 20 holdings account for 42.87% of reported assets. Its disclosed equity book has returned +14.51% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sentinel Dome Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2114194). View Sentinel Dome Partners LLC’s 13F filings on SEC