Nitorum Capital, L.p.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 28Value: $711.7MLatest: 2025Q1

Nitorum Capital, L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 28 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RBA.TO",
  "BYD",
  "EBAY",
  "FUN",
  "OSW",
  "MNKD",
  "MA",
  "EVR",
  "FIS",
  "ICUI",
  "UTHR",
  "PSMT",
  "PRMB",
  "LAUR",
  "FI",
  "GNRC",
  "VMI",
  "WBS",
  "GNTX",
  "FCN",
  "LNTH",
  "BRK-B",
  "CNNE",
  "CHDN",
  "CPRT",
  "DELL",
  "MLM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 28
Total Value: 711719865
Accession Number: 0001630243-25-000006
Form Type: 13F-HR
CIK: nitorum-capital-lp
Manager Name: Nitorum-Capital-Lp

Data Enrichment

96% identified

27 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $711.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Primo Brands Corp

PRMB|741623102

Shares:2.1M

Value:$74.2M

% of Portfolio:10.4% ($74.2M/$711.7M)

Churchill Downs Inc

CHDN|171484108

Shares:473.1K

Value:$52.5M

% of Portfolio:7.4% ($52.5M/$711.7M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:99.9K

Value:$47.8M

% of Portfolio:6.7% ($47.8M/$711.7M)

MANNKIND CORP

MNKD|56400P706

Shares:7.8M

Value:$39.2M

% of Portfolio:5.5% ($39.2M/$711.7M)

FISERV INC

FI|337738108

Shares:172.3K

Value:$38.1M

% of Portfolio:5.3% ($38.1M/$711.7M)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

Shares:1.0M

Value:$36.8M

% of Portfolio:5.2% ($36.8M/$711.7M)

RB GLOBAL INC.

RBA.TO|74935Q107

Shares:328.2K

Value:$32.9M

% of Portfolio:4.6% ($32.9M/$711.7M)

Cannae Holdings, Inc.

CNNE|13765N107

Shares:1.6M

Value:$29.5M

% of Portfolio:4.1% ($29.5M/$711.7M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:387.8K

Value:$29.0M

% of Portfolio:4.1% ($29.0M/$711.7M)

BOYD GAMING CORP

BYD|103304101

Shares:408.3K

Value:$26.9M

% of Portfolio:3.8% ($26.9M/$711.7M)

ICU MEDICAL INC/DE

ICUI|44930G107

Shares:174.9K

Value:$24.3M

% of Portfolio:3.4% ($24.3M/$711.7M)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:78.0K

Value:$24.1M

% of Portfolio:3.4% ($24.1M/$711.7M)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:238.3K

Value:$23.3M

% of Portfolio:3.3% ($23.3M/$711.7M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:180.2K

Value:$22.8M

% of Portfolio:3.2% ($22.8M/$711.7M)

PRICESMART INC

PSMT|741511109

Shares:242.7K

Value:$21.3M

% of Portfolio:3.0% ($21.3M/$711.7M)

Dell Technologies Inc.

DELL|24703L202

Shares:222.9K

Value:$20.3M

% of Portfolio:2.9% ($20.3M/$711.7M)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:353.9K

Value:$18.2M

% of Portfolio:2.6% ($18.2M/$711.7M)

Mastercard Inc

MA|57636Q104

Shares:30.9K

Value:$16.9M

% of Portfolio:2.4% ($16.9M/$711.7M)

FTI CONSULTING, INC

FCN|302941109

Shares:101.5K

Value:$16.7M

% of Portfolio:2.3% ($16.7M/$711.7M)

LAUREATE EDUCATION, INC.

LAUR|518613203

Shares:794.2K

Value:$16.2M

% of Portfolio:2.3% ($16.2M/$711.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Primo Brands Corp(PRMBcusip741623102)	2.1M	QoQ -22.23% (-597.8K) YoY NEW(+2.1M)	All Managers (Combined)	$74.2M	10.4% ($74.2M/$711.7M)	QoQ -10.30% (-$8.5M) YoY NEW(+$74.2M)
Churchill Downs Inc(CHDNcusip171484108)	473.1K	QoQ -16.41% (-92.9K) YoY -30.43% (-206.9K)	All Managers (Combined)	$52.5M	7.4% ($52.5M/$711.7M)	QoQ -30.48% (-$23.0M) YoY -37.55% (-$31.6M)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	99.9K	QoQ -9.74% (-10.8K) YoY -16.47% (-19.7K)	All Managers (Combined)	$47.8M	6.7% ($47.8M/$711.7M)	QoQ -16.45% (-$9.4M) YoY -34.95% (-$25.7M)
MANNKIND CORP(MNKDcusip56400P706)	7.8M	QoQ -10.99% (-961.6K) YoY -22.75% (-2.3M)	All Managers (Combined)	$39.2M	5.5% ($39.2M/$711.7M)	QoQ -30.37% (-$17.1M) YoY -14.23% (-$6.5M)
FISERV INC(FIcusip337738108)	172.3K	QoQ -21.39% (-46.9K) YoY -46.94% (-152.4K)	All Managers (Combined)	$38.1M	5.3% ($38.1M/$711.7M)	QoQ -15.49% (-$7.0M) YoY -26.68% (-$13.9M)
Six Flags Entertainment Corporation/NEW(FUNcusip83001C108)	1.0M	QoQ -3.78% (-40.6K) YoY NEW(+1.0M)	All Managers (Combined)	$36.8M	5.2% ($36.8M/$711.7M)	QoQ -28.78% (-$14.9M) YoY NEW(+$36.8M)
RB GLOBAL INC.(RBA.TOcusip74935Q107)	328.2K	QoQ -12.30% (-46.1K) YoY -17.44% (-69.3K)	All Managers (Combined)	$32.9M	4.6% ($32.9M/$711.7M)	QoQ -2.49% (-$843.4K) YoY +8.70% (-$2.6M)
Cannae Holdings, Inc.(CNNEcusip13765N107)	1.6M	QoQ -3.14% (-52.3K) YoY -34.49% (-848.0K)	All Managers (Combined)	$29.5M	4.1% ($29.5M/$711.7M)	QoQ -10.60% (-$3.5M) YoY -46.01% (-$25.2M)
Fidelity National Information Services, Inc.(FIScusip31620M106)	387.8K	QoQ -4.27% (-17.3K) YoY -52.18% (-423.3K)	All Managers (Combined)	$29.0M	4.1% ($29.0M/$711.7M)	QoQ -11.48% (-$3.8M) YoY -51.86% (-$31.2M)
BOYD GAMING CORP(BYDcusip103304101)	408.3K	QoQ -17.08% (-84.1K) YoY -11.65% (-53.9K)	All Managers (Combined)	$26.9M	3.8% ($26.9M/$711.7M)	QoQ -24.75% (-$8.8M) YoY -13.60% (-$4.2M)
ICU MEDICAL INC/DE(ICUIcusip44930G107)	174.9K	QoQ -12.56% (-25.1K) YoY -9.58% (-18.5K)	All Managers (Combined)	$24.3M	3.4% ($24.3M/$711.7M)	QoQ -21.75% (-$6.8M) YoY +16.98% (-$3.5M)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	78.0K	QoQ -18.20% (-17.4K) YoY -46.14% (-66.9K)	All Managers (Combined)	$24.1M	3.4% ($24.1M/$711.7M)	QoQ -28.53% (-$9.6M) YoY -27.73% (-$9.2M)
Lantheus Holdings, Inc.(LNTHcusip516544103)	238.3K	QoQ NEW(+238.3K) YoY NEW(+238.3K)	All Managers (Combined)	$23.3M	3.3% ($23.3M/$711.7M)	QoQ NEW(+$23.3M) YoY NEW(+$23.3M)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	180.2K	QoQ -9.76% (-19.5K) YoY NEW(+180.2K)	All Managers (Combined)	$22.8M	3.2% ($22.8M/$711.7M)	QoQ -26.29% (-$8.1M) YoY NEW(+$22.8M)
PRICESMART INC(PSMTcusip741511109)	242.7K	QoQ -6.17% (-16.0K) YoY -17.13% (-50.2K)	All Managers (Combined)	$21.3M	3.0% ($21.3M/$711.7M)	QoQ -10.57% (-$2.5M) YoY -13.33% (-$3.3M)
Dell Technologies Inc.(DELLcusip24703L202)	222.9K	QoQ +6.13% (-12.9K) YoY NEW(+222.9K)	All Managers (Combined)	$20.3M	2.9% ($20.3M/$711.7M)	QoQ -16.05% (-$3.9M) YoY NEW(+$20.3M)
WEBSTER FINANCIAL CORP(WBScusip947890109)	353.9K	QoQ -14.63% (-60.7K) YoY -32.76% (-172.4K)	All Managers (Combined)	$18.2M	2.6% ($18.2M/$711.7M)	QoQ -20.30% (-$4.6M) YoY -31.72% (-$8.5M)
Mastercard Inc(MAcusip57636Q104)	30.9K	QoQ -36.60% (-17.8K) YoY -65.10% (-57.6K)	All Managers (Combined)	$16.9M	2.4% ($16.9M/$711.7M)	QoQ -34.01% (-$8.7M) YoY -60.27% (-$25.7M)
FTI CONSULTING, INC(FCNcusip302941109)	101.5K	QoQ -10.17% (-11.5K) YoY -30.00% (-43.5K)	All Managers (Combined)	$16.7M	2.3% ($16.7M/$711.7M)	QoQ -22.88% (-$4.9M) YoY -45.38% (-$13.8M)
LAUREATE EDUCATION, INC.(LAURcusip518613203)	794.2K	QoQ -29.60% (-334.0K) YoY -49.46% (-777.4K)	All Managers (Combined)	$16.2M	2.3% ($16.2M/$711.7M)	QoQ -21.29% (-$4.4M) YoY -29.06% (-$6.7M)