Nitorum Capital as of Sept. 30, 2025
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Martin Marietta Materials (MLM) | 8.8 | $50M | 80k | 630.28 | |
| Churchill Downs (CHDN) | 8.0 | $45M | 468k | 97.01 | |
| Mannkind Corp Com New (MNKD) | 6.2 | $35M | 6.6M | 5.37 | |
| Dell Technologies CL C (DELL) | 5.9 | $33M | 236k | 141.77 | |
| Rb Global (RBA) | 5.6 | $32M | 293k | 108.36 | |
| Fiserv (FI) | 4.4 | $25M | 196k | 128.93 | |
| Cannae Holdings (CNNE) | 4.3 | $25M | 1.4M | 18.31 | |
| Boyd Gaming Corporation (BYD) | 4.2 | $24M | 277k | 86.45 | |
| Laureate Education Common Stock (LAUR) | 3.9 | $22M | 697k | 31.54 | |
| ICU Medical, Incorporated (ICUI) | 3.9 | $22M | 183k | 119.96 | |
| PriceSmart (PSMT) | 3.7 | $21M | 175k | 121.19 | |
| Generac Holdings (GNRC) | 3.4 | $20M | 117k | 167.40 | |
| Valmont Industries (VMI) | 3.4 | $19M | 50k | 387.73 | |
| Six Flags Entertainment Corp (FUN) | 3.3 | $19M | 822k | 22.72 | |
| United Therapeutics Corporation (UTHR) | 3.2 | $18M | 43k | 419.21 | |
| Fidelity National Information Services (FIS) | 3.2 | $18M | 275k | 65.94 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.2 | $18M | 850k | 21.14 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 3.1 | $18M | 808k | 22.10 | |
| FTI Consulting (FCN) | 2.7 | $15M | 94k | 161.65 | |
| Webster Financial Corporation (WBS) | 2.5 | $14M | 241k | 59.44 | |
| Gentex Corporation (GNTX) | 2.3 | $13M | 465k | 28.30 | |
| Qiagen Nv Com Shs (QGEN) | 2.0 | $12M | 260k | 44.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $11M | 23k | 502.74 | |
| Copart (CPRT) | 1.9 | $11M | 237k | 44.97 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $9.9M | 18k | 568.81 | |
| Evercore Class A (EVR) | 1.7 | $9.5M | 28k | 337.32 | |
| eBay (EBAY) | 1.6 | $9.0M | 99k | 90.95 |
