The Analysis of Nitorum Capital, L.P.'s Holdings


Currently, Nitorum Capital, L.P. holds 27 types of securities in its portfolio with a total value $569.3M. In the most recent quarter, they have increased their positions in CHDN (+24.2K shares, valued at $2.3M), ICUI (+14.8K shares, valued at $1.8M), DELL (+5.1K shares, valued at $720.8K); decreased their positions in UTHR (-24.1K shares, valued at $10.1M), BYD (-112.9K shares, valued at $9.8M), GNRC (-57.7K shares, valued at $9.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MLM MARTIN MARIETTA MATLS INC79.5K shares-12.40%2025-09-302025-11-14history
CHDN CHURCHILL DOWNS INC467.8K shares5.44%2025-09-302025-11-14history
MNKD MANNKIND CORP6.6M shares-6.42%2025-09-302025-11-14history
DELL DELL TECHNOLOGIES INC235.5K shares2.21%2025-09-302025-11-14history
RBA RB GLOBAL INC292.9K shares-3.70%2025-09-302025-11-14history
FI FISERV INC196.2K shares-3.70%2025-09-302025-11-14history
CNNE CANNAE HLDGS INC1.4M shares-24.56%2025-09-302025-11-14history
BYD BOYD GAMING CORP277.0K shares-28.96%2025-09-302025-11-14history
Sponsored
LAUR LAUREATE EDUCATION INC696.5K shares-8.95%2025-09-302025-11-14history
ICUI ICU MED INC183.1K shares8.78%2025-09-302025-11-14history
PSMT PRICESMART INC174.9K shares-18.39%2025-09-302025-11-14history
GNRC GENERAC HLDGS INC116.5K shares-33.15%2025-09-302025-11-14history
VMI VALMONT INDS INC49.5K shares-1.29%2025-09-302025-11-14history
FUN SIX FLAGS ENTERTAINMENT CORP821.8K shares-21.42%2025-09-302025-11-14history
UTHR UNITED THERAPEUTICS CORP DEL43.4K shares-35.68%2025-09-302025-11-14history
FIS FIDELITY NATL INFORMATION SV274.5K shares-26.65%2025-09-302025-11-14history
Sponsored
OSW ONESPAWORLD HOLDINGS LIMITED850.1K shares-1.60%2025-09-302025-11-14history
PRMB PRIMO BRANDS CORPORATION807.5K shares-34.25%2025-09-302025-11-14history
FCN FTI CONSULTING INC94.1K shares-3.70%2025-09-302025-11-14history
WBS WEBSTER FINL CORP240.6K shares-29.37%2025-09-302025-11-14history
GNTX GENTEX CORP464.8K shares-3.70%2025-09-302025-11-14history
QGEN QIAGEN NV259.6K shares-15.75%2025-09-302025-11-14history
BRK.B BERKSHIRE HATHAWAY INC DEL22.7K shares-20.50%2025-09-302025-11-14history
CPRT COPART INC237.4K shares-3.70%2025-09-302025-11-14history
Sponsored
MA MASTERCARD INCORPORATED17.5K shares-3.70%2025-09-302025-11-14history
EVR EVERCORE INC28.2K shares-31.08%2025-09-302025-11-14history
EBAY EBAY INC.99.1K shares-51.13%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available