13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001630243-25-000003
Total Value
$869.6M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PRIMO BRANDS CORPORATION | PRMB | 2,688,500 | $82.7M | 9.51% |
| 2 | CHURCHILL DOWNS INC | CHDN | 566,022 | $75.6M | 8.69% |
| 3 | MARTIN MARIETTA MATLS INC | 573284106 | 110,689 | $57.2M | 6.57% |
| 4 | MANNKIND CORP | MNKD | 8,747,316 | $56.2M | 6.47% |
| 5 | SIX FLAGS ENTERTAINMENT CORP | FUN | 1,072,355 | $51.7M | 5.94% |
| 6 | FISERV INC | FISV | 219,193 | $45.0M | 5.18% |
| 7 | BOYD GAMING CORP | BYD | 492,448 | $35.7M | 4.11% |
| 8 | RB GLOBAL INC | RBA | 374,229 | $33.8M | 3.88% |
| 9 | UNITED THERAPEUTICS CORP DEL | UTHR | 95,420 | $33.7M | 3.87% |
| 10 | CANNAE HLDGS INC | CNNE | 1,662,388 | $33.0M | 3.80% |
| 11 | FIDELITY NATL INFORMATION SV | 31620M106 | 405,062 | $32.7M | 3.76% |
| 12 | ICU MED INC | ICUI | 200,045 | $31.0M | 3.57% |
| 13 | GENERAC HLDGS INC | GNRC | 199,689 | $31.0M | 3.56% |
| 14 | MASTERCARD INCORPORATED | MA | 48,731 | $25.7M | 2.95% |
| 15 | DELL TECHNOLOGIES INC | DELL | 210,020 | $24.2M | 2.78% |
| 16 | PRICESMART INC | PSMT | 258,617 | $23.8M | 2.74% |
| 17 | WEBSTER FINL CORP | 947890109 | 414,615 | $22.9M | 2.63% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 50,201 | $22.8M | 2.62% |
| 19 | FTI CONSULTING INC | FCN | 112,968 | $21.6M | 2.48% |
| 20 | EBAY INC. | EBAY | 344,929 | $21.4M | 2.46% |
| 21 | LAUREATE EDUCATION INC | LAUR | 1,128,280 | $20.6M | 2.37% |
| 22 | GENTEX CORP | GNTX | 677,699 | $19.5M | 2.24% |
| 23 | COPART INC | CPRT | 338,426 | $19.4M | 2.23% |
| 24 | EVERCORE INC | EVR | 61,691 | $17.1M | 1.97% |
| 25 | VALMONT INDS INC | 920253101 | 54,510 | $16.7M | 1.92% |
| 26 | VERISIGN INC | VRSN | 70,574 | $14.6M | 1.68% |