Nitorum Capital

Nitorum Capital as of Sept. 30, 2024

Portfolio Holdings for Nitorum Capital

Nitorum Capital holds 28 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Churchill Downs (CHDN) 8.7 $87M 643k 135.21
Primo Water (PRMW) 8.1 $81M 3.2M 25.25
Martin Marietta Materials (MLM) 6.4 $63M 118k 538.25
Mannkind Corp Com New (MNKD) 5.8 $58M 9.2M 6.29
Fiserv (FI) 5.5 $55M 303k 179.65
Six Flags Entertainment Corp (FUN) 4.6 $46M 1.1M 40.31
Fidelity National Information Services (FIS) 4.1 $41M 491k 83.75
United Therapeutics Corporation (UTHR) 4.1 $41M 113k 358.35
ICU Medical, Incorporated (ICUI) 4.0 $39M 217k 182.22
Cannae Holdings (CNNE) 3.6 $36M 1.9M 19.06
Boyd Gaming Corporation (BYD) 3.5 $35M 537k 64.65
Acadia Healthcare (ACHC) 3.4 $34M 533k 63.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $33M 72k 460.26
Mastercard Incorporated Cl A (MA) 3.2 $32M 65k 493.80
Rb Global (RBA) 3.0 $30M 368k 80.49
FTI Consulting (FCN) 2.8 $28M 123k 227.56
Generac Holdings (GNRC) 2.4 $24M 152k 158.88
eBay (EBAY) 2.4 $24M 366k 65.11
Dell Technologies CL C (DELL) 2.4 $24M 200k 118.54
Copart (CPRT) 2.4 $24M 448k 52.40
Laureate Education Common Stock (LAUR) 2.3 $23M 1.4M 16.61
PriceSmart (PSMT) 2.3 $23M 253k 91.78
Gentex Corporation (GNTX) 2.1 $21M 709k 29.69
Webster Financial Corporation (WBS) 2.0 $20M 437k 46.61
Valmont Industries (VMI) 2.0 $20M 68k 289.95
Evercore Class A (EVR) 1.9 $19M 75k 253.34
Verisign (VRSN) 1.8 $18M 94k 189.96
Centene Corporation (CNC) 1.8 $17M 231k 75.28