Filer Name: NITORUM CAPITAL, L.P.
CIK: 1630243
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 26
Portfolio Value: $0.87B

Nitorum Capital, L.P. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
PRMB US PRIMO BRANDS CORP-A 2,688,500 $83M 9.51% 100.0% -
CHDN US CHURCHILL DOWNS INC 566,022 $76M 8.69% -11.9% -
MLM US MARTIN MARIETTA MATERIALS 110,689 $57M 6.57% -5.9% -
MNKD US MANNKIND CORP 8,747,316 $56M 6.47% -4.5% -
FUN US SIX FLAGS ENTERTAINMENT CORP 1,072,355 $52M 5.94% -6.1% -
FI US FISERV INC 219,193 $45M 5.18% -27.7% -
BYD US BOYD GAMING CORP 492,448 $36M 4.11% -8.3% -
RBA US RB GLOBAL INC 374,229 $34M 3.88% 1.7% -
UTHR US UNITED THERAPEUTICS CORP 95,420 $34M 3.87% -15.8% -
CNNE US CANNAE HOLDINGS INC 1,662,388 $33M 3.80% -11.0% -
FIS US FIDELITY NATIONAL INFO SERV 405,062 $33M 3.76% -17.6% -
ICUI US ICU MEDICAL INC 200,045 $31M 3.57% -7.6% -
GNRC US GENERAC HOLDINGS INC 199,689 $31M 3.56% 31.3% -
MA US MASTERCARD INC - A 48,731 $26M 2.95% -24.5% -
DELL US DELL TECHNOLOGIES -C 210,020 $24M 2.78% 5.2% -
PSMT US PRICESMART INC 258,617 $24M 2.74% 2.4% -
WBS US WEBSTER FINANCIAL CORP 414,615 $23M 2.63% -5.0% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 50,201 $23M 2.62% -30.4% -
FCN US FTI CONSULTING INC 112,968 $22M 2.48% -7.8% -
EBAY US EBAY INC 344,929 $21M 2.46% -5.7% -
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