13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001630243-23-000009
Total Value
$914.6M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHURCHILL DOWNS INC | CHDN | 585,368 | $67.9M | 7.43% |
| 2 | VALMONT INDS INC | 920253101 | 229,154 | $55.0M | 6.02% |
| 3 | BIO RAD LABS INC | 090572207 | 152,433 | $54.6M | 5.97% |
| 4 | MARTIN MARIETTA MATLS INC | 573284106 | 130,688 | $53.6M | 5.87% |
| 5 | MSC INDL DIRECT INC | 553530106 | 507,180 | $49.8M | 5.44% |
| 6 | CANNAE HLDGS INC | CNNE | 2,570,667 | $47.9M | 5.24% |
| 7 | MASTERCARD INCORPORATED | MA | 111,504 | $44.1M | 4.83% |
| 8 | MANNKIND CORP | MNKD | 10,470,769 | $43.2M | 4.73% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 726,377 | $40.1M | 4.39% |
| 10 | PRIMO WATER CORPORATION | 74167P108 | 2,898,165 | $40.0M | 4.37% |
| 11 | FTI CONSULTING INC | FCN | 222,711 | $39.7M | 4.34% |
| 12 | FISERV INC | FISV | 338,945 | $38.3M | 4.19% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 108,145 | $37.9M | 4.14% |
| 14 | GENTEX CORP | GNTX | 899,020 | $29.3M | 3.20% |
| 15 | EBAY INC. | EBAY | 654,626 | $28.9M | 3.16% |
| 16 | PRICESMART INC | PSMT | 374,142 | $27.8M | 3.04% |
| 17 | RB GLOBAL INC | RBA | 445,166 | $27.8M | 3.04% |
| 18 | UNITED THERAPEUTICS CORP DEL | UTHR | 111,700 | $25.2M | 2.76% |
| 19 | WEBSTER FINL CORP | 947890109 | 597,940 | $24.1M | 2.64% |
| 20 | EVERCORE INC | EVR | 173,479 | $23.9M | 2.62% |
| 21 | LAUREATE EDUCATION INC | LAUR | 1,690,617 | $23.8M | 2.61% |
| 22 | COPART INC | CPRT | 536,710 | $23.1M | 2.53% |
| 23 | BOYD GAMING CORP | BYD | 354,590 | $21.6M | 2.36% |
| 24 | ICU MED INC | ICUI | 143,944 | $17.1M | 1.87% |
| 25 | PAYPAL HLDGS INC | PYPL | 248,222 | $14.5M | 1.59% |
| 26 | HERSHEY CO | HSY | 72,200 | $14.4M | 1.58% |
| 27 | IHS HOLDING LIMITED | IHS | 94,252 | $523,099 | 0.06% |