Nitorum Capital as of Dec. 31, 2024
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Primo Brands Corporation Class A Com Shs (PRMB) | 9.5 | $83M | 2.7M | 30.77 | |
| Churchill Downs (CHDN) | 8.7 | $76M | 566k | 133.54 | |
| Martin Marietta Materials (MLM) | 6.6 | $57M | 111k | 516.50 | |
| Mannkind Corp Com New (MNKD) | 6.5 | $56M | 8.7M | 6.43 | |
| Six Flags Entertainment Corp (FUN) | 5.9 | $52M | 1.1M | 48.19 | |
| Fiserv (FI) | 5.2 | $45M | 219k | 205.42 | |
| Boyd Gaming Corporation (BYD) | 4.1 | $36M | 492k | 72.54 | |
| Rb Global (RBA) | 3.9 | $34M | 374k | 90.21 | |
| United Therapeutics Corporation (UTHR) | 3.9 | $34M | 95k | 352.84 | |
| Cannae Holdings (CNNE) | 3.8 | $33M | 1.7M | 19.86 | |
| Fidelity National Information Services (FIS) | 3.8 | $33M | 405k | 80.77 | |
| ICU Medical, Incorporated (ICUI) | 3.6 | $31M | 200k | 155.17 | |
| Generac Holdings (GNRC) | 3.6 | $31M | 200k | 155.05 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $26M | 49k | 526.57 | |
| Dell Technologies CL C (DELL) | 2.8 | $24M | 210k | 115.24 | |
| PriceSmart (PSMT) | 2.7 | $24M | 259k | 92.17 | |
| Webster Financial Corporation (WBS) | 2.6 | $23M | 415k | 55.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $23M | 50k | 453.28 | |
| FTI Consulting (FCN) | 2.5 | $22M | 113k | 191.13 | |
| eBay (EBAY) | 2.5 | $21M | 345k | 61.95 | |
| Laureate Education Common Stock (LAUR) | 2.4 | $21M | 1.1M | 18.29 | |
| Gentex Corporation (GNTX) | 2.2 | $20M | 678k | 28.73 | |
| Copart (CPRT) | 2.2 | $19M | 338k | 57.39 | |
| Evercore Class A (EVR) | 2.0 | $17M | 62k | 277.19 | |
| Valmont Industries (VMI) | 1.9 | $17M | 55k | 306.67 | |
| Verisign (VRSN) | 1.7 | $15M | 71k | 206.96 |
