13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001630243-25-000006
Total Value
$711.7M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PRIMO BRANDS CORPORATION | PRMB | 2,090,733 | $74.2M | 10.43% |
| 2 | CHURCHILL DOWNS INC | CHDN | 473,095 | $52.5M | 7.38% |
| 3 | MARTIN MARIETTA MATLS INC | 573284106 | 99,898 | $47.8M | 6.71% |
| 4 | MANNKIND CORP | MNKD | 7,785,702 | $39.2M | 5.50% |
| 5 | FISERV INC | FISV | 172,305 | $38.1M | 5.35% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 1,031,744 | $36.8M | 5.17% |
| 7 | RB GLOBAL INC | RBA | 328,173 | $32.9M | 4.62% |
| 8 | CANNAE HLDGS INC | CNNE | 1,610,069 | $29.5M | 4.15% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 387,763 | $29.0M | 4.07% |
| 10 | BOYD GAMING CORP | BYD | 408,310 | $26.9M | 3.78% |
| 11 | ICU MED INC | ICUI | 174,901 | $24.3M | 3.41% |
| 12 | UNITED THERAPEUTICS CORP DEL | UTHR | 78,047 | $24.1M | 3.38% |
| 13 | LANTHEUS HLDGS INC | LNTH | 238,326 | $23.3M | 3.27% |
| 14 | GENERAC HLDGS INC | GNRC | 180,181 | $22.8M | 3.21% |
| 15 | PRICESMART INC | PSMT | 242,651 | $21.3M | 3.00% |
| 16 | DELL TECHNOLOGIES INC | DELL | 222,896 | $20.3M | 2.85% |
| 17 | WEBSTER FINL CORP | 947890109 | 353,942 | $18.2M | 2.56% |
| 18 | MASTERCARD INCORPORATED | MA | 30,892 | $16.9M | 2.38% |
| 19 | FTI CONSULTING INC | FCN | 101,479 | $16.7M | 2.34% |
| 20 | LAUREATE EDUCATION INC | LAUR | 794,235 | $16.2M | 2.28% |
| 21 | COPART INC | CPRT | 284,375 | $16.1M | 2.26% |
| 22 | EBAY INC. | EBAY | 236,922 | $16.0M | 2.25% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,929 | $15.9M | 2.24% |
| 24 | VALMONT INDS INC | 920253101 | 55,576 | $15.9M | 2.23% |
| 25 | GENTEX CORP | GNTX | 501,389 | $11.7M | 1.64% |
| 26 | ONESPAWORLD HOLDINGS LIMITED | OSW | 655,600 | $11.0M | 1.55% |
| 27 | EVERCORE INC | EVR | 48,828 | $9.8M | 1.37% |
| 28 | QIAGEN NV | QGEN | 110,000 | $4.4M | 0.62% |