Nitorum Capital

Nitorum Capital as of March 31, 2025

Portfolio Holdings for Nitorum Capital

Nitorum Capital holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Primo Brands Corporation Class A Com Shs (PRMB) 10.4 $74M 2.1M 35.49
Churchill Downs (CHDN) 7.4 $53M 473k 111.07
Martin Marietta Materials (MLM) 6.7 $48M 100k 478.13
Mannkind Corp Com New (MNKD) 5.5 $39M 7.8M 5.03
Fiserv (FI) 5.3 $38M 172k 220.83
Six Flags Entertainment Corp (FUN) 5.2 $37M 1.0M 35.67
Rb Global (RBA) 4.6 $33M 328k 100.30
Cannae Holdings (CNNE) 4.1 $30M 1.6M 18.33
Fidelity National Information Services (FIS) 4.1 $29M 388k 74.68
Boyd Gaming Corporation (BYD) 3.8 $27M 408k 65.83
ICU Medical, Incorporated (ICUI) 3.4 $24M 175k 138.86
United Therapeutics Corporation (UTHR) 3.4 $24M 78k 308.27
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 3.3 $23M 238k 97.60
Generac Holdings (GNRC) 3.2 $23M 180k 126.65
PriceSmart (PSMT) 3.0 $21M 243k 87.85
Dell Technologies CL C (DELL) 2.9 $20M 223k 91.15
Webster Financial Corporation (WBS) 2.6 $18M 354k 51.55
Mastercard Incorporated Cl A (MA) 2.4 $17M 31k 548.12
FTI Consulting (FCN) 2.3 $17M 102k 164.08
Laureate Education Common Stock (LAUR) 2.3 $16M 794k 20.45
Copart (CPRT) 2.3 $16M 284k 56.59
eBay (EBAY) 2.3 $16M 237k 67.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $16M 30k 532.58
Valmont Industries (VMI) 2.2 $16M 56k 285.37
Gentex Corporation (GNTX) 1.6 $12M 501k 23.30
Onespaworld Holdings Ltd onespaworld hold (OSW) 1.5 $11M 656k 16.79
Evercore Class A (EVR) 1.4 $9.8M 49k 199.72
Qiagen Nv Com Shs 0.6 $4.4M 110k 40.15