Q1 2025 · 13F-HR
Nitorum Capital, L.P.holdings as filed
Filed 2025-05-15 · accession 0001630243-25-000006
$711.7M
Reported value
28
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $74.2M | 10.4% | 2,090,733 | Common | SOLE |
| 171484108 | CHDN | CHURCHILL DOWNS INC | $52.5M | 7.38% | 473,095 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $47.8M | 6.71% | 99,898 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $39.2M | 5.50% | 7,785,702 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $38.1M | 5.35% | 172,305 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $36.8M | 5.17% | 1,031,744 | Common | SOLE |
| 74935Q107 | RBA | RB GLOBAL INC | $32.9M | 4.62% | 328,173 | Common | SOLE |
| 13765N107 | CNNE | CANNAE HLDGS INC | $29.5M | 4.15% | 1,610,069 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $29.0M | 4.07% | 387,763 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $26.9M | 3.78% | 408,310 | Common | SOLE |
| 44930G107 | ICUI | ICU MED INC | $24.3M | 3.41% | 174,901 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $24.1M | 3.38% | 78,047 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $23.3M | 3.27% | 238,326 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $22.8M | 3.21% | 180,181 | Common | SOLE |
| 741511109 | PSMT | PRICESMART INC | $21.3M | 3.00% | 242,651 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $20.3M | 2.85% | 222,896 | Common | SOLE |
| 947890109 | WBS | WEBSTER FINL CORP | $18.2M | 2.56% | 353,942 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $16.9M | 2.38% | 30,892 | Common | SOLE |
| 302941109 | FCN | FTI CONSULTING INC | $16.7M | 2.34% | 101,479 | Common | SOLE |
| 518613203 | LAUR | LAUREATE EDUCATION INC | $16.2M | 2.28% | 794,235 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $16.1M | 2.26% | 284,375 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $16.0M | 2.25% | 236,922 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.9M | 2.24% | 29,929 | Common | SOLE |
| 920253101 | VMI | VALMONT INDS INC | $15.9M | 2.23% | 55,576 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP | $11.7M | 1.64% | 501,389 | Common | SOLE |
| P73684113 | OSW | ONESPAWORLD HOLDINGS LIMITED | $11.0M | 1.55% | 655,600 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC | $9.8M | 1.37% | 48,828 | Common | SOLE |
| N72482206 | QGEN | QIAGEN NV | $4.4M | 0.62% | 110,000 | 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.