NC

Nitorum Capital, L.P.

13F
Nitorum Capital, L.P.
Last update 2025-02-16 26 Stocks (1 new)
Value $870.00 Mil Turnover 11 %
Countries:
Top Holdings: PRMB(9.51%)CHDN(8.69%)MLM(6.57%)MNKD(6.47%)FUN(5.94%)
Summary Stock Picks Current Portfolio
Nitorum Capital, L.P. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PRMB 		Primo Brands Corp
2,688,500
82,725.1
New Holding
9.510
+9.51%
0.710
-0.30%
+6.01%
12,231.3
Beverages - Non-Alcoholic
CHDN 		Churchill Downs Inc
566,022
75,586.6
-11.95%
8.690
-1.05%
0.770
-29.33%
-33.84%
6,381.7
Travel & Leisure
MLM 		Martin Marietta Materials Inc
110,689
57,170.9
-5.86%
6.570
-0.37%
0.180
-7.89%
-2.17%
30,569.2
Building Materials
MNKD 		MannKind Corp
8,747,316
56,245.2
-4.48%
6.470
-0.26%
3.170
-21.39%
-26.28%
1,440.3
Biotechnology
FUN 		Six Flags Entertainment Corp
1,072,355
51,676.8
-6.08%
5.940
-0.28%
1.070
-17.52%
-25.09%
3,623.2
Travel & Leisure
FI 		Fiserv Inc
219,193
45,026.6
-27.71%
5.180
-1.52%
0.040
-14.99%
-13.58%
97,923.6
Software
BYD 		Boyd Gaming Corp
492,448
35,722.2
-8.25%
4.110
-0.29%
0.560
-8.46%
-4.81%
5,682.7
Travel & Leisure
RBA 		RB Global Inc
374,229
33,759.2
+1.67%
3.880
+0.06%
0.200
+9.84%
+10.05%
18,309.5
Business Services
UTHR 		United Therapeutics Corp
95,420
33,668.0
-15.80%
3.870
-0.65%
0.210
-21.42%
-17.42%
13,086.5
Drug Manufacturers
CNNE 		Cannae Holdings Inc
1,662,388
33,015.0
-11.03%
3.800
-0.40%
2.650
-6.13%
-9.15%
1,124.6
Restaurants

Nitorum Capital, L.P.'s Historical Top Holdings Breakdowns

Nitorum Capital, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PRMB 		Primo Brands Corp2024-12-31New Buy
+9.51%
●
25.5 ($29.64) 31.74
$32.52
9.72%
New holding
2,688,500
2,688,500
PRMW 		Primo Water Corp2024-12-31Sold Out
-8.10%
●
24.21 ($26.23) 27.94
$24.21
-7.70%
Sold Out
0
-3,187,831
ACHC 		Acadia Healthcare Co Inc2024-12-31Sold Out
-3.40%
●
37.09 ($44.83) 59.32
$22.15
-50.59%
Sold Out
0
-532,992
CNC 		Centene Corp2024-12-31Sold Out
-1.75%
●
56.71 ($62.18) 72.9
$57.69
-7.22%
Sold Out
0
-231,188
FI 		Fiserv Inc2024-12-31Reduce
-1.52%
●
182.45 ($204.51) 222.45
$177.53
-13.19%
Reduce -27.71%
219,193
-84,039
CHDN 		Churchill Downs Inc2024-12-31Reduce
-1.05%
●
129.55 ($138.56) 147.45
$88.35
-36.24%
Reduce -11.95%
566,022
-76,815
BRK.B 		Berkshire Hathaway Inc2024-12-31Reduce
-1.02%
●
442.29 ($461.8) 483.08
$530.96
14.98%
Reduce -30.39%
50,201
-21,916
GNRC 		Generac Holdings Inc2024-12-31Add
+0.85%
●
154.28 ($172.96) 195.11
$112.89
-34.73%
Add 31.29%
199,689
47,589
MA 		Mastercard Inc2024-12-31Reduce
-0.79%
●
491.3 ($518.04) 536.15
$533.48
2.98%
Reduce -24.5%
48,731
-15,813
FIS 		Fidelity National Information Services Inc2024-12-31Reduce
-0.73%
●
80.14 ($86.15) 90.95
$79.26
-8.00%
Reduce -17.56%
405,062
-86,294

Nitorum Capital, L.P. Total Holding History ($B)

To

Nitorum Capital, L.P.'s Asset Allocation

To

Nitorum Capital, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Nitorum Capital, L.P.'s Hypothetical Growth since 2024-12-31

Nitorum Capital, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Nitorum Capital, L.P.'s Holdings Heat Map

Size field:

Nitorum Capital, L.P.'s Holdings Bubble Chart

Nitorum Capital, L.P. News

  • 1

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