Nitorum Capital as of Dec. 31, 2025
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 10.4 | $47M | 414k | 113.78 | |
| Martin Marietta Materials (MLM) | 10.1 | $46M | 73k | 622.66 | |
| Mannkind Corp Com New (MNKD) | 6.7 | $30M | 5.3M | 5.67 | |
| Rb Global (RBA) | 6.3 | $28M | 276k | 102.87 | |
| Dell Technologies CL C (DELL) | 6.0 | $27M | 217k | 125.88 | |
| Boyd Gaming Corporation (BYD) | 4.9 | $22M | 261k | 85.24 | |
| ICU Medical, Incorporated (ICUI) | 4.8 | $22M | 154k | 142.67 | |
| Valmont Industries (VMI) | 4.8 | $22M | 54k | 402.32 | |
| Laureate Education Common Stock (LAUR) | 4.8 | $22M | 641k | 33.67 | |
| PriceSmart (PSMT) | 4.4 | $20M | 161k | 122.67 | |
| United Therapeutics Corporation (UTHR) | 4.0 | $18M | 37k | 487.25 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.7 | $17M | 801k | 20.74 | |
| Generac Holdings (GNRC) | 3.5 | $16M | 117k | 136.37 | |
| FTI Consulting (FCN) | 3.1 | $14M | 82k | 170.83 | |
| Qiagen Nv Com Shs | 2.4 | $11M | 245k | 44.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $11M | 21k | 502.65 | |
| AZZ Incorporated (AZZ) | 2.1 | $9.5M | 89k | 107.18 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $9.4M | 17k | 570.88 | |
| Webster Financial Corporation (WBS) | 2.0 | $9.3M | 147k | 62.94 | |
| Gentex Corporation (GNTX) | 2.0 | $9.2M | 395k | 23.27 | |
| Evercore Class A (EVR) | 2.0 | $9.1M | 27k | 340.25 | |
| Cannae Holdings (CNNE) | 2.0 | $8.9M | 569k | 15.73 | |
| Fidelity National Information Services (FIS) | 1.9 | $8.6M | 130k | 66.46 | |
| eBay (EBAY) | 1.8 | $8.2M | 94k | 87.10 | |
| Copart (CPRT) | 1.8 | $8.0M | 205k | 39.15 |
