Dendur Capital as of Dec. 31, 2019
Portfolio Holdings for Dendur Capital
Dendur Capital holds 14 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Inc cl a (ATUS) | 12.9 | $37M | 1.4M | 27.34 | |
| Lyon William Homes cl a | 11.1 | $32M | 1.6M | 19.98 | |
| Blackstone Group Inc Com Cl A (BX) | 9.8 | $28M | 500k | 55.94 | |
| Willscot Corp | 9.4 | $27M | 1.5M | 18.49 | |
| Vici Pptys (VICI) | 8.3 | $24M | 936k | 25.55 | |
| Zendesk | 8.2 | $23M | 306k | 76.63 | |
| Playa Hotels & Resorts Nv (PLYA) | 8.1 | $23M | 2.8M | 8.40 | |
| Crown Holdings (CCK) | 6.6 | $19M | 260k | 72.59 | |
| Laureate Education Inc cl a (LAUR) | 5.3 | $15M | 865k | 17.61 | |
| Lennar Corporation (LEN) | 4.5 | $13M | 232k | 55.79 | |
| Post Holdings Inc Common (POST) | 4.3 | $12M | 113k | 109.10 | |
| Red Rock Resorts Inc Cl A (RRR) | 4.0 | $12M | 479k | 23.95 | |
| Goldman Sachs (GS) | 4.0 | $11M | 50k | 229.94 | |
| Bausch Health Companies (BHC) | 3.4 | $9.6M | 321k | 29.92 |
