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 |
