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 |