Nitorum Capital as of March 31, 2024
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 8.6 | $84M | 680k | 123.75 | |
| Martin Marietta Materials (MLM) | 7.5 | $73M | 120k | 613.94 | |
| Fidelity National Information Services (FIS) | 6.1 | $60M | 811k | 74.18 | |
| Cannae Holdings (CNNE) | 5.6 | $55M | 2.5M | 22.24 | |
| Primo Water (PRMW) | 5.5 | $54M | 3.0M | 18.21 | |
| Fiserv (FI) | 5.3 | $52M | 325k | 159.82 | |
| Mannkind Corp Com New (MNKD) | 4.6 | $46M | 10M | 4.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $43M | 101k | 420.52 | |
| Mastercard Incorporated Cl A (MA) | 4.3 | $43M | 89k | 481.57 | |
| Bio Rad Labs Cl A (BIO) | 3.9 | $39M | 112k | 345.87 | |
| United Therapeutics Corporation (UTHR) | 3.4 | $33M | 145k | 229.72 | |
| Acadia Healthcare (ACHC) | 3.4 | $33M | 416k | 79.22 | |
| Boyd Gaming Corporation (BYD) | 3.2 | $31M | 462k | 67.32 | |
| Gentex Corporation (GNTX) | 3.1 | $31M | 848k | 36.12 | |
| FTI Consulting (FCN) | 3.1 | $31M | 145k | 210.29 | |
| Rb Global (RBA) | 3.1 | $30M | 398k | 76.17 | |
| Copart (CPRT) | 2.9 | $29M | 499k | 57.92 | |
| Webster Financial Corporation (WBS) | 2.7 | $27M | 526k | 50.77 | |
| PriceSmart (PSMT) | 2.5 | $25M | 293k | 84.00 | |
| Evercore Class A (EVR) | 2.4 | $23M | 120k | 192.59 | |
| Laureate Education Common Stock (LAUR) | 2.3 | $23M | 1.6M | 14.57 | |
| O'reilly Automotive (ORLY) | 2.3 | $23M | 20k | 1128.88 | |
| eBay (EBAY) | 2.2 | $22M | 417k | 52.78 | |
| ICU Medical, Incorporated (ICUI) | 2.1 | $21M | 193k | 107.32 | |
| Centene Corporation (CNC) | 2.1 | $21M | 263k | 78.48 | |
| Verisign (VRSN) | 1.7 | $17M | 89k | 189.51 | |
| Valmont Industries (VMI) | 1.7 | $16M | 71k | 228.28 | |
| Msc Indl Direct Cl A (MSM) | 0.0 | $351k | 3.6k | 97.04 |
