SEC 13F Intelligence

Managers / Q3 2023 · view latest →

DENDUR CAPITAL LP

CIK 0001782124 · 250 W 55TH ST., 16TH FLOOR, NEW YORK, NY, 10019 · 212-624-2680

Reported Value
$788M
Q3 2023
Positions
14
Filings on Record
27
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Dendur Capital Lp reported $788M in U.S.-listed holdings across 14 positions for Q3 2023.

The portfolio is heavily concentrated: Crh alone accounts for 21.0% of reported value.

Compared with Q2 2023, the fund opened 4 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $286MQ4 ’19Q1 ’20: $157MQ2 ’20: $264MQ3 ’20: $293MQ4 ’20: $420MQ4 ’20Q1 ’21: $504MQ2 ’21: $602MQ3 ’21: $668MQ4 ’21: $703MQ4 ’21Q1 ’22: $583MQ2 ’22: $480MQ3 ’22: $501MQ4 ’22: $560.7BQ4 ’22Q1 ’23: $579MQ2 ’23: $624MQ3 ’23: $788MQ4 ’23: $722MQ4 ’23Q1 ’24: $736MQ2 ’24: $580MQ3 ’24: $734MQ4 ’24: $969MQ4 ’24Q1 ’25: $852MQ2 ’25: $1.1BQ3 ’25: $964MQ4 ’25: $1.0BQ4 ’25Q1 ’26: $1.4Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.4B22May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B15Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$964M17Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B23Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$852M22May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$969M24Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$734M18Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$580M15Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$736M15May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$722M16Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$788M14Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$624M13Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$579M12May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$560.7B16Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$501M14Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$480M15Aug 17, 2022RESTATEMENTchanges · EDGAR ↗
Q1 2022$583M15May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$703M17Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$668M18Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$602M23Aug 17, 202113F-HRchanges · EDGAR ↗
Q1 2021$504M24May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$420M16Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$293M14Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$264M16Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$157M17May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$286M15Feb 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.