Nitorum Capital as of Dec. 31, 2023
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 8.5 | $79M | 588k | 134.93 | |
| Martin Marietta Materials (MLM) | 7.1 | $66M | 133k | 498.91 | |
| Fidelity National Information Services (FIS) | 5.3 | $50M | 827k | 60.07 | |
| Cannae Holdings (CNNE) | 5.2 | $49M | 2.5M | 19.51 | |
| Mastercard Incorporated Cl A (MA) | 5.0 | $47M | 110k | 426.51 | |
| Fiserv (FI) | 4.9 | $46M | 346k | 132.84 | |
| Msc Indl Direct Cl A (MSM) | 4.9 | $46M | 450k | 101.26 | |
| Bio Rad Labs Cl A (BIO) | 4.7 | $44M | 135k | 322.89 | |
| Primo Water (PRMW) | 4.6 | $43M | 2.9M | 15.05 | |
| Mannkind Corp Com New (MNKD) | 4.2 | $39M | 11M | 3.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $39M | 110k | 356.66 | |
| FTI Consulting (FCN) | 3.3 | $31M | 153k | 199.15 | |
| Boyd Gaming Corporation (BYD) | 3.2 | $30M | 471k | 62.61 | |
| Gentex Corporation (GNTX) | 3.0 | $28M | 860k | 32.66 | |
| eBay (EBAY) | 2.9 | $27M | 629k | 43.62 | |
| Webster Financial Corporation (WBS) | 2.9 | $27M | 537k | 50.76 | |
| Rb Global (RBA) | 2.9 | $27M | 403k | 66.89 | |
| United Therapeutics Corporation (UTHR) | 2.9 | $27M | 122k | 219.89 | |
| Evercore Class A (EVR) | 2.8 | $27M | 155k | 171.05 | |
| Copart (CPRT) | 2.8 | $26M | 528k | 49.00 | |
| PriceSmart (PSMT) | 2.5 | $23M | 309k | 75.78 | |
| Laureate Education Common Stock (LAUR) | 2.4 | $23M | 1.7M | 13.71 | |
| Valmont Industries (VMI) | 2.3 | $22M | 94k | 233.51 | |
| Hershey Company (HSY) | 2.1 | $20M | 105k | 186.44 | |
| O'reilly Automotive (ORLY) | 1.6 | $15M | 16k | 950.08 | |
| Centene Corporation (CNC) | 1.5 | $14M | 188k | 74.21 | |
| Paypal Holdings (PYPL) | 1.4 | $13M | 210k | 61.41 | |
| ICU Medical, Incorporated (ICUI) | 0.9 | $8.5M | 85k | 99.74 |
