DENDUR CAPITAL LP
NEW YORK NY · SEC CIK 0001782124
$19.04亿2026Q2 申报市值
24持仓数
70.7%前十大占比 · 第一大 11.1%
9 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VSEC 加仓+$7,823.84万
GFL 新建仓+$7,266.02万
COMP 新建仓+$6,671.53万
SHC 新建仓+$4,916.75万
DPC 新建仓+$3,695.77万
2026Q2 卖出最多 按季末市值估算
COF 清仓-$6,503.63万
ATI 减仓-$5,402.57万
CNM 清仓-$4,436.12万
AER 清仓-$4,293.73万
MKSI 减仓-$4,025.44万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $2.11亿 | 11.08% | 2,192,000 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1.99亿 | 10.44% | 1,009,000 | -274,103 | -21.4% | -$5,402.57万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $1.95亿 | 10.25% | 650,000 | 650,000 | — | $1.95亿 | 新建仓 |
| VSEC | VSE CORP | $1.88亿 | 9.86% | 821,400 | 342,400 | 71.5% | $7,823.84万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.35亿 | 7.11% | 1,424,000 | 221,000 | 18.4% | $2,102.59万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1.06亿 | 5.54% | 4,953,500 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $8,958.26万 | 4.70% | 479,000 | -176,000 | -26.9% | -$3,291.55万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $8,001.91万 | 4.20% | 437,000 | 21,000 | 5.0% | $384.53万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $7,266.02万 | 3.82% | 1,975,000 | 1,975,000 | — | $7,266.02万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $7,005.07万 | 3.68% | 866,000 | -354,000 | -29.0% | -$2,863.51万 | 减仓 |
| COMP | COMPASS INC | $6,671.53万 | 3.50% | 5,410,810 | 5,410,810 | — | $6,671.53万 | 新建仓 |
| HUT | HUT 8 CORP | $6,603.45万 | 3.47% | 572,000 | -297,420 | -34.2% | -$3,433.57万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $5,945.18万 | 3.12% | 2,230,000 | 900,000 | 67.7% | $2,399.40万 | 加仓 |
| MKSI | MKS INC. | $5,515.52万 | 2.90% | 124,000 | -90,500 | -42.2% | -$4,025.44万 | 减仓 |
| UNP | UNION PAC CORP | $5,059.20万 | 2.66% | 186,000 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $4,916.75万 | 2.58% | 2,770,000 | 2,770,000 | — | $4,916.75万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $4,764.82万 | 2.50% | 124,000 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $4,246.24万 | 2.23% | 1,414,000 | 266,000 | 23.2% | $798.80万 | 加仓 |
| DPC | DPC HOLDINGS PLC | $3,695.77万 | 1.94% | 753,316 | 753,316 | — | $3,695.77万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $2,796.53万 | 1.47% | 75,000 | 75,000 | — | $2,796.53万 | 新建仓 |
| — | VSE CORP | $1,918.45万 | 1.01% | 330,000 | -50,000 | -13.2% | -$290.67万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $1,676.37万 | 0.88% | 323,000 | 323,000 | — | $1,676.37万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,412.43万 | 0.74% | 890,000 | 890,000 | — | $1,412.43万 | 新建仓 |
| WOLF | WOLFSPEED INC | $610.36万 | 0.32% | 126,500 | 126,500 | — | $610.36万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -356,500 | -100.0% | -$6,503.63万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -898,000 | -100.0% | -$4,436.12万 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | -313,000 | -100.0% | -$4,293.73万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -802,000 | -100.0% | -$3,376.42万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -112,000 | -100.0% | -$1,141.84万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -670,000 | -100.0% | -$1,002.32万 | 清仓 |
| CNM | CORE & MAIN INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$494.00万 | 清仓 |