Nitorum Capital as of June 30, 2025
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 28 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Martin Marietta Materials (MLM) | 7.4 | $50M | 91k | 548.96 | |
| Churchill Downs (CHDN) | 6.6 | $45M | 444k | 101.00 | |
| Cannae Holdings (CNNE) | 5.5 | $37M | 1.8M | 20.85 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 5.4 | $36M | 1.2M | 29.62 | |
| Fiserv (FI) | 5.2 | $35M | 204k | 172.41 | |
| Rb Global (RBA) | 4.8 | $32M | 304k | 106.19 | |
| Six Flags Entertainment Corp (FUN) | 4.7 | $32M | 1.0M | 30.43 | |
| Boyd Gaming Corporation (BYD) | 4.5 | $31M | 390k | 78.23 | |
| Fidelity National Information Services (FIS) | 4.5 | $31M | 374k | 81.41 | |
| Dell Technologies CL C (DELL) | 4.2 | $28M | 230k | 122.60 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 4.2 | $28M | 344k | 81.86 | |
| Mannkind Corp Com New (MNKD) | 3.9 | $26M | 7.0M | 3.74 | |
| Generac Holdings (GNRC) | 3.7 | $25M | 174k | 143.21 | |
| PriceSmart (PSMT) | 3.3 | $23M | 214k | 105.04 | |
| ICU Medical, Incorporated (ICUI) | 3.3 | $22M | 168k | 132.15 | |
| United Therapeutics Corporation (UTHR) | 2.9 | $19M | 68k | 287.35 | |
| Webster Financial Corporation (WBS) | 2.8 | $19M | 341k | 54.60 | |
| Laureate Education Common Stock (LAUR) | 2.7 | $18M | 765k | 23.38 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.6 | $18M | 864k | 20.39 | |
| Valmont Industries (VMI) | 2.4 | $16M | 50k | 326.57 | |
| FTI Consulting (FCN) | 2.3 | $16M | 98k | 161.50 | |
| eBay (EBAY) | 2.2 | $15M | 203k | 74.46 | |
| Qiagen Nv Com Shs (QGEN) | 2.2 | $15M | 308k | 48.06 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $14M | 29k | 485.77 | |
| Copart (CPRT) | 1.8 | $12M | 247k | 49.07 | |
| Evercore Class A (EVR) | 1.6 | $11M | 41k | 270.02 | |
| Gentex Corporation (GNTX) | 1.6 | $11M | 483k | 21.99 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $10M | 18k | 561.94 |
