Q4 2024 · 13F-HR
Nitorum Capital, L.P.holdings as filed
Filed 2025-02-14 · accession 0001630243-25-000003
$869.6M
Reported value
26
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $82.7M | 9.51% | 2,688,500 | Common | SOLE |
| 171484108 | CHDN | CHURCHILL DOWNS INC | $75.6M | 8.69% | 566,022 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $57.2M | 6.57% | 110,689 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $56.2M | 6.47% | 8,747,316 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $51.7M | 5.94% | 1,072,355 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $45.0M | 5.18% | 219,193 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $35.7M | 4.11% | 492,448 | Common | SOLE |
| 74935Q107 | RBA | RB GLOBAL INC | $33.8M | 3.88% | 374,229 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $33.7M | 3.87% | 95,420 | Common | SOLE |
| 13765N107 | CNNE | CANNAE HLDGS INC | $33.0M | 3.80% | 1,662,388 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $32.7M | 3.76% | 405,062 | Common | SOLE |
| 44930G107 | ICUI | ICU MED INC | $31.0M | 3.57% | 200,045 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $31.0M | 3.56% | 199,689 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $25.7M | 2.95% | 48,731 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $24.2M | 2.78% | 210,020 | Common | SOLE |
| 741511109 | PSMT | PRICESMART INC | $23.8M | 2.74% | 258,617 | Common | SOLE |
| 947890109 | WBS | WEBSTER FINL CORP | $22.9M | 2.63% | 414,615 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.8M | 2.62% | 50,201 | Common | SOLE |
| 302941109 | FCN | FTI CONSULTING INC | $21.6M | 2.48% | 112,968 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $21.4M | 2.46% | 344,929 | Common | SOLE |
| 518613203 | LAUR | LAUREATE EDUCATION INC | $20.6M | 2.37% | 1,128,280 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP | $19.5M | 2.24% | 677,699 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $19.4M | 2.23% | 338,426 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC | $17.1M | 1.97% | 61,691 | Common | SOLE |
| 920253101 | VMI | VALMONT INDS INC | $16.7M | 1.92% | 54,510 | Common | SOLE |
| 92343E102 | VRSN | VERISIGN INC | $14.6M | 1.68% | 70,574 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.