Nitorum Capital as of June 30, 2023
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 8.4 | $83M | 594k | 139.17 | |
| Martin Marietta Materials (MLM) | 8.0 | $79M | 171k | 461.69 | |
| Bio Rad Labs Cl A (BIO) | 7.0 | $69M | 182k | 379.12 | |
| Msc Indl Direct Cl A (MSM) | 6.9 | $68M | 715k | 95.28 | |
| Fiserv (FI) | 5.6 | $55M | 436k | 126.15 | |
| Valmont Industries (VMI) | 5.3 | $53M | 181k | 291.05 | |
| Cannae Holdings (CNNE) | 5.3 | $52M | 2.6M | 20.21 | |
| Copart (CPRT) | 4.9 | $48M | 529k | 91.21 | |
| Mastercard Incorporated Cl A (MA) | 4.5 | $45M | 113k | 393.30 | |
| FTI Consulting (FCN) | 4.3 | $42M | 223k | 190.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $37M | 108k | 341.00 | |
| Primo Water (PRMW) | 3.7 | $36M | 2.9M | 12.54 | |
| Fidelity National Information Services (FIS) | 3.6 | $36M | 653k | 54.70 | |
| Boyd Gaming Corporation (BYD) | 3.5 | $34M | 495k | 69.37 | |
| eBay (EBAY) | 3.0 | $29M | 655k | 44.69 | |
| PriceSmart (PSMT) | 2.8 | $28M | 380k | 74.06 | |
| Gentex Corporation (GNTX) | 2.7 | $26M | 899k | 29.26 | |
| Dell Technologies CL C (DELL) | 2.6 | $26M | 482k | 54.11 | |
| Evercore Class A (EVR) | 2.5 | $25M | 200k | 123.59 | |
| Rb Global (RBA) | 2.5 | $25M | 408k | 60.00 | |
| ICU Medical, Incorporated (ICUI) | 2.2 | $22M | 124k | 178.19 | |
| Mannkind Corp Com New (MNKD) | 2.0 | $20M | 4.8M | 4.07 | |
| Webster Financial Corporation (WBS) | 1.8 | $18M | 465k | 37.75 | |
| Laureate Education Common Stock (LAUR) | 1.6 | $15M | 1.3M | 12.09 | |
| Paypal Holdings (PYPL) | 1.4 | $14M | 212k | 66.73 | |
| Black Knight | 0.3 | $3.0M | 50k | 59.73 | |
| Ihs Holding Ord Shs (IHS) | 0.1 | $922k | 94k | 9.78 |
