13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001630243-23-000005
Total Value
$943.8M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHURCHILL DOWNS INC | CHDN | 322,130 | $82.8M | 8.77% |
| 2 | BIO RAD LABS INC | 090572207 | 154,236 | $73.9M | 7.83% |
| 3 | MSC INDL DIRECT INC | 553530106 | 780,568 | $65.6M | 6.95% |
| 4 | MARTIN MARIETTA MATLS INC | 573284106 | 171,288 | $60.8M | 6.44% |
| 5 | FTI CONSULTING INC | FCN | 288,311 | $56.9M | 6.03% |
| 6 | CANNAE HLDGS INC | CNNE | 2,586,588 | $52.2M | 5.53% |
| 7 | COPART INC | CPRT | 677,217 | $50.9M | 5.40% |
| 8 | VALMONT INDS INC | 920253101 | 154,712 | $49.4M | 5.23% |
| 9 | FISERV INC | FISV | 435,945 | $49.3M | 5.22% |
| 10 | PRIMO WATER CORPORATION | 74167P108 | 2,898,165 | $44.5M | 4.71% |
| 11 | MASTERCARD INCORPORATED | MA | 113,221 | $41.1M | 4.36% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 106,155 | $32.8M | 3.47% |
| 13 | BOYD GAMING CORP | BYD | 475,090 | $30.5M | 3.23% |
| 14 | VERISK ANALYTICS INC | VRSK | 153,319 | $29.4M | 3.12% |
| 15 | EBAY INC. | EBAY | 654,626 | $29.0M | 3.08% |
| 16 | PRICESMART INC | PSMT | 379,905 | $27.2M | 2.88% |
| 17 | GENTEX CORP | GNTX | 899,020 | $25.2M | 2.67% |
| 18 | FIDELITY NATL INFORMATION SV | 31620M106 | 426,800 | $23.2M | 2.46% |
| 19 | EVERCORE INC | EVR | 199,843 | $23.1M | 2.44% |
| 20 | ICU MED INC | ICUI | 133,620 | $22.0M | 2.34% |
| 21 | DELL TECHNOLOGIES INC | DELL | 481,990 | $19.4M | 2.05% |
| 22 | WEBSTER FINL CORP | 947890109 | 465,400 | $18.3M | 1.94% |
| 23 | SEALED AIR CORP NEW | SE | 361,440 | $16.6M | 1.76% |
| 24 | PAYPAL HLDGS INC | PYPL | 212,022 | $16.1M | 1.71% |
| 25 | BLACK KNIGHT INC | 09215C105 | 49,543 | $2.9M | 0.30% |
| 26 | IHS HOLDING LIMITED | IHS | 94,252 | $825,648 | 0.09% |