13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001630243-25-000009
Total Value
$674.3M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARTIN MARIETTA MATLS INC | 573284106 | 90,791 | $49.8M | 7.39% |
| 2 | CHURCHILL DOWNS INC | CHDN | 443,653 | $44.8M | 6.64% |
| 3 | CANNAE HLDGS INC | CNNE | 1,790,420 | $37.3M | 5.54% |
| 4 | PRIMO BRANDS CORPORATION | PRMB | 1,228,133 | $36.4M | 5.39% |
| 5 | FISERV INC | FISV | 203,756 | $35.1M | 5.21% |
| 6 | RB GLOBAL INC | RBA | 304,127 | $32.3M | 4.79% |
| 7 | SIX FLAGS ENTERTAINMENT CORP | FUN | 1,045,738 | $31.8M | 4.72% |
| 8 | BOYD GAMING CORP | BYD | 389,956 | $30.5M | 4.52% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 374,258 | $30.5M | 4.52% |
| 10 | DELL TECHNOLOGIES INC | DELL | 230,386 | $28.2M | 4.19% |
| 11 | LANTHEUS HLDGS INC | LNTH | 344,444 | $28.2M | 4.18% |
| 12 | MANNKIND CORP | MNKD | 7,011,515 | $26.2M | 3.89% |
| 13 | GENERAC HLDGS INC | GNRC | 174,193 | $24.9M | 3.70% |
| 14 | PRICESMART INC | PSMT | 214,366 | $22.5M | 3.34% |
| 15 | ICU MED INC | ICUI | 168,352 | $22.2M | 3.30% |
| 16 | UNITED THERAPEUTICS CORP DEL | UTHR | 67,530 | $19.4M | 2.88% |
| 17 | WEBSTER FINL CORP | 947890109 | 340,686 | $18.6M | 2.76% |
| 18 | LAUREATE EDUCATION INC | LAUR | 764,974 | $17.9M | 2.65% |
| 19 | ONESPAWORLD HOLDINGS LIMITED | OSW | 863,832 | $17.6M | 2.61% |
| 20 | VALMONT INDS INC | 920253101 | 50,137 | $16.4M | 2.43% |
| 21 | FTI CONSULTING INC | FCN | 97,679 | $15.8M | 2.34% |
| 22 | EBAY INC. | EBAY | 202,795 | $15.1M | 2.24% |
| 23 | QIAGEN NV | QGEN | 308,100 | $14.8M | 2.20% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 28,583 | $13.9M | 2.06% |
| 25 | COPART INC | CPRT | 246,528 | $12.1M | 1.79% |
| 26 | EVERCORE INC | EVR | 40,899 | $11.0M | 1.64% |
| 27 | GENTEX CORP | GNTX | 482,617 | $10.6M | 1.57% |
| 28 | MASTERCARD INCORPORATED | MA | 18,136 | $10.2M | 1.51% |