13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001630243-24-000010
Total Value
$917.3M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHURCHILL DOWNS INC | CHDN | 642,837 | $89.7M | 9.78% |
| 2 | MARTIN MARIETTA MATLS INC | 573284106 | 114,344 | $62.0M | 6.75% |
| 3 | PRIMO WATER CORPORATION | 74167P108 | 2,464,519 | $53.9M | 5.87% |
| 4 | MANNKIND CORP | MNKD | 10,079,558 | $52.6M | 5.74% |
| 5 | FISERV INC | FISV | 313,228 | $46.7M | 5.09% |
| 6 | UNITED THERAPEUTICS CORP DEL | UTHR | 140,822 | $44.9M | 4.89% |
| 7 | FIDELITY NATL INFORMATION SV | 31620M106 | 554,809 | $41.8M | 4.56% |
| 8 | ACADIA HEALTHCARE COMPANY IN | ACHC | 585,872 | $39.6M | 4.31% |
| 9 | BOYD GAMING CORP | BYD | 699,751 | $38.6M | 4.20% |
| 10 | CANNAE HLDGS INC | CNNE | 2,116,231 | $38.4M | 4.19% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 93,533 | $38.0M | 4.15% |
| 12 | MASTERCARD INCORPORATED | MA | 76,315 | $33.7M | 3.67% |
| 13 | ICU MED INC | ICUI | 247,967 | $29.4M | 3.21% |
| 14 | RB GLOBAL INC | RBA | 366,878 | $28.0M | 3.05% |
| 15 | GENTEX CORP | GNTX | 814,582 | $27.5M | 2.99% |
| 16 | FTI CONSULTING INC | FCN | 126,618 | $27.3M | 2.98% |
| 17 | COPART INC | CPRT | 462,633 | $25.1M | 2.73% |
| 18 | OREILLY AUTOMOTIVE INC | 67103H107 | 22,594 | $23.9M | 2.60% |
| 19 | EBAY INC. | EBAY | 413,437 | $22.2M | 2.42% |
| 20 | WEBSTER FINL CORP | 947890109 | 497,848 | $21.7M | 2.37% |
| 21 | LAUREATE EDUCATION INC | LAUR | 1,451,089 | $21.7M | 2.36% |
| 22 | VALMONT INDS INC | 920253101 | 70,280 | $19.3M | 2.10% |
| 23 | PRICESMART INC | PSMT | 235,376 | $19.1M | 2.08% |
| 24 | BIO RAD LABS INC | 090572207 | 69,626 | $19.0M | 2.07% |
| 25 | EVERCORE INC | EVR | 88,495 | $18.4M | 2.01% |
| 26 | CENTENE CORP DEL | CNC | 267,247 | $17.7M | 1.93% |
| 27 | VERISIGN INC | VRSN | 96,731 | $17.2M | 1.88% |