Nitorum Capital as of June 30, 2024
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 9.8 | $90M | 643k | 139.60 | |
| Martin Marietta Materials (MLM) | 6.8 | $62M | 114k | 541.80 | |
| Primo Water (PRMW) | 5.9 | $54M | 2.5M | 21.86 | |
| Mannkind Corp Com New (MNKD) | 5.7 | $53M | 10M | 5.22 | |
| Fiserv (FI) | 5.1 | $47M | 313k | 149.04 | |
| United Therapeutics Corporation (UTHR) | 4.9 | $45M | 141k | 318.55 | |
| Fidelity National Information Services (FIS) | 4.6 | $42M | 555k | 75.36 | |
| Acadia Healthcare (ACHC) | 4.3 | $40M | 586k | 67.54 | |
| Boyd Gaming Corporation (BYD) | 4.2 | $39M | 700k | 55.10 | |
| Cannae Holdings (CNNE) | 4.2 | $38M | 2.1M | 18.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $38M | 94k | 406.80 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $34M | 76k | 441.16 | |
| ICU Medical, Incorporated (ICUI) | 3.2 | $29M | 248k | 118.75 | |
| Rb Global (RBA) | 3.1 | $28M | 367k | 76.36 | |
| Gentex Corporation (GNTX) | 3.0 | $28M | 815k | 33.71 | |
| FTI Consulting (FCN) | 3.0 | $27M | 127k | 215.53 | |
| Copart (CPRT) | 2.7 | $25M | 463k | 54.16 | |
| O'reilly Automotive (ORLY) | 2.6 | $24M | 23k | 1056.06 | |
| eBay (EBAY) | 2.4 | $22M | 413k | 53.72 | |
| Webster Financial Corporation (WBS) | 2.4 | $22M | 498k | 43.59 | |
| Laureate Education Common Stock (LAUR) | 2.4 | $22M | 1.5M | 14.94 | |
| Valmont Industries (VMI) | 2.1 | $19M | 70k | 274.45 | |
| PriceSmart (PSMT) | 2.1 | $19M | 235k | 81.20 | |
| Bio Rad Labs Cl A (BIO) | 2.1 | $19M | 70k | 273.11 | |
| Evercore Class A (EVR) | 2.0 | $18M | 89k | 208.43 | |
| Centene Corporation (CNC) | 1.9 | $18M | 267k | 66.30 | |
| Verisign (VRSN) | 1.9 | $17M | 97k | 177.80 |
