Dendur Capital as of Sept. 30, 2020
Portfolio Holdings for Dendur Capital
Dendur Capital holds 14 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 13.0 | $38M | 2.3M | 16.68 | |
| Metropcs Communications (TMUS) | 11.1 | $33M | 286k | 114.36 | |
| Charter Communications Inc N Cl A (CHTR) | 10.5 | $31M | 49k | 624.33 | |
| Taylor Morrison Hom (TMHC) | 9.6 | $28M | 1.1M | 24.59 | |
| Tivity Health | 9.6 | $28M | 2.0M | 14.02 | |
| Dropbox Cl A (DBX) | 6.6 | $19M | 1.0M | 19.26 | |
| Amazon (AMZN) | 5.7 | $17M | 5.3k | 3148.73 | |
| Microsoft Corporation (MSFT) | 5.4 | $16M | 76k | 210.33 | |
| Las Vegas Sands (LVS) | 5.4 | $16M | 338k | 46.66 | |
| Vici Pptys (VICI) | 5.1 | $15M | 645k | 23.37 | |
| Aramark Hldgs (ARMK) | 5.1 | $15M | 566k | 26.45 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.9 | $15M | 49k | 293.97 | |
| Nmi Hldgs Cl A (NMIH) | 4.4 | $13M | 728k | 17.80 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 3.5 | $10M | 2.5M | 4.19 |
