Nitorum Capital as of Sept. 30, 2023
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 7.4 | $68M | 585k | 116.04 | |
| Valmont Industries (VMI) | 6.0 | $55M | 229k | 240.21 | |
| Bio Rad Labs Cl A (BIO) | 6.0 | $55M | 152k | 358.45 | |
| Martin Marietta Materials (MLM) | 5.9 | $54M | 131k | 410.48 | |
| Msc Indl Direct Cl A (MSM) | 5.4 | $50M | 507k | 98.15 | |
| Cannae Holdings (CNNE) | 5.2 | $48M | 2.6M | 18.64 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $44M | 112k | 395.91 | |
| Mannkind Corp Com New (MNKD) | 4.7 | $43M | 11M | 4.13 | |
| Fidelity National Information Services (FIS) | 4.4 | $40M | 726k | 55.27 | |
| Primo Water (PRMW) | 4.4 | $40M | 2.9M | 13.80 | |
| FTI Consulting (FCN) | 4.3 | $40M | 223k | 178.41 | |
| Fiserv (FI) | 4.2 | $38M | 339k | 112.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $38M | 108k | 350.30 | |
| Gentex Corporation (GNTX) | 3.2 | $29M | 899k | 32.54 | |
| eBay (EBAY) | 3.2 | $29M | 655k | 44.09 | |
| PriceSmart (PSMT) | 3.0 | $28M | 374k | 74.43 | |
| Rb Global (RBA) | 3.0 | $28M | 445k | 62.50 | |
| United Therapeutics Corporation (UTHR) | 2.8 | $25M | 112k | 225.87 | |
| Webster Financial Corporation (WBS) | 2.6 | $24M | 598k | 40.31 | |
| Evercore Class A (EVR) | 2.6 | $24M | 174k | 137.88 | |
| Laureate Education Common Stock (LAUR) | 2.6 | $24M | 1.7M | 14.10 | |
| Copart (CPRT) | 2.5 | $23M | 537k | 43.09 | |
| Boyd Gaming Corporation (BYD) | 2.4 | $22M | 355k | 60.83 | |
| ICU Medical, Incorporated (ICUI) | 1.9 | $17M | 144k | 119.01 | |
| Paypal Holdings (PYPL) | 1.6 | $15M | 248k | 58.46 | |
| Hershey Company (HSY) | 1.6 | $14M | 72k | 200.08 | |
| Ihs Holding Ord Shs (IHS) | 0.1 | $523k | 94k | 5.55 |
