13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001630243-25-000016
Total Value
$569.3M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARTIN MARIETTA MATLS INC | 573284106 | 79,535 | $50.1M | 8.81% |
| 2 | CHURCHILL DOWNS INC | CHDN | 467,808 | $45.4M | 7.97% |
| 3 | MANNKIND CORP | MNKD | 6,561,465 | $35.2M | 6.19% |
| 4 | DELL TECHNOLOGIES INC | DELL | 235,470 | $33.4M | 5.86% |
| 5 | RB GLOBAL INC | RBA | 292,885 | $31.7M | 5.57% |
| 6 | FISERV INC | FISV | 196,224 | $25.3M | 4.44% |
| 7 | CANNAE HLDGS INC | CNNE | 1,350,675 | $24.7M | 4.34% |
| 8 | BOYD GAMING CORP | BYD | 277,041 | $24.0M | 4.21% |
| 9 | LAUREATE EDUCATION INC | LAUR | 696,522 | $22.0M | 3.86% |
| 10 | ICU MED INC | ICUI | 183,129 | $22.0M | 3.86% |
| 11 | PRICESMART INC | PSMT | 174,942 | $21.2M | 3.72% |
| 12 | GENERAC HLDGS INC | GNRC | 116,454 | $19.5M | 3.42% |
| 13 | VALMONT INDS INC | 920253101 | 49,490 | $19.2M | 3.37% |
| 14 | SIX FLAGS ENTERTAINMENT CORP | FUN | 821,782 | $18.7M | 3.28% |
| 15 | UNITED THERAPEUTICS CORP DEL | UTHR | 43,433 | $18.2M | 3.20% |
| 16 | FIDELITY NATL INFORMATION SV | 31620M106 | 274,535 | $18.1M | 3.18% |
| 17 | ONESPAWORLD HOLDINGS LIMITED | OSW | 850,053 | $18.0M | 3.16% |
| 18 | PRIMO BRANDS CORPORATION | PRMB | 807,547 | $17.8M | 3.13% |
| 19 | FTI CONSULTING INC | FCN | 94,069 | $15.2M | 2.67% |
| 20 | WEBSTER FINL CORP | 947890109 | 240,621 | $14.3M | 2.51% |
| 21 | GENTEX CORP | GNTX | 464,777 | $13.2M | 2.31% |
| 22 | QIAGEN NV | QGEN | 259,586 | $11.6M | 2.04% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22,724 | $11.4M | 2.01% |
| 24 | COPART INC | CPRT | 237,415 | $10.7M | 1.88% |
| 25 | MASTERCARD INCORPORATED | MA | 17,465 | $9.9M | 1.75% |
| 26 | EVERCORE INC | EVR | 28,188 | $9.5M | 1.67% |
| 27 | EBAY INC. | EBAY | 99,099 | $9.0M | 1.58% |