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Nitorum Capital, L.P.

13F
Nitorum Capital, L.P.
Last update 2025-05-15 28 Stocks (3 new)
Value $712.00 Mil Turnover 6 %
Countries:
Nitorum Capital, L.P. Top Holdings of 2025-03-31 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
2,090,733
74,200.1
-22.23%
10.430
-2.11%
0.560
-13.22%
-5.09%
10,832.2
Beverages - Non-Alcoholic
CHDN
Churchill Downs Inc
473,095
52,546.7
-16.42%
7.380
-1.43%
0.650
+4.13%
-20.96%
7,624.1
Travel & Leisure
MLM
Martin Marietta Materials Inc
99,898
47,764.2
-9.75%
6.710
-0.64%
0.170
+14.49%
+9.73%
34,063.1
Building Materials
MNKD
MannKind Corp
7,785,702
39,162.1
-10.99%
5.500
-0.71%
2.560
-17.18%
-41.52%
1,142.8
Biotechnology
FI
Fiserv Inc
172,305
38,050.1
-21.39%
5.350
-1.11%
0.030
-20.57%
-19.32%
91,891.9
Software
FUN
Six Flags Entertainment Corp
1,031,744
36,802.3
-3.79%
5.170
-0.22%
1.020
-7.93%
-36.19%
3,108.9
Travel & Leisure
RBA
RB Global Inc
328,173
32,915.8
-12.31%
4.620
-0.48%
0.180
+13.30%
+22.68%
20,357.9
Business Services
CNNE
Cannae Holdings Inc
1,610,069
29,512.6
-3.15%
4.150
-0.12%
2.560
+25.26%
+9.99%
1,353.7
Restaurants
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
387,763
28,958.1
-4.27%
4.070
-0.16%
0.070
+8.24%
+0.51%
42,205.0
Software
BYD
Boyd Gaming Corp
408,310
26,879.0
-17.09%
3.780
-0.70%
0.500
+27.31%
+13.81%
6,686.4
Travel & Leisure

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
LNTH
Lantheus Holdings Inc
2025-03-31
New Buy
New Buy
+3.27%
78.23 ($93.52) 110.01
$70.18
-24.96%
New holding
238,326
238,326
PRMB
Primo Brands Corp
2025-03-31
Reduce
Reduce
-2.11%
29.89 ($32.66) 35.49
$29.02
-11.15%
Reduce -22.23%
2,090,733
-597,767
VRSN
VeriSign Inc
2025-03-31
Sold Out
Sold Out
-1.68%
205.1 ($227.21) 254.74
$283.43
24.74%
Sold Out
0
-70,574
OSW
OneSpaWorld Holdings Ltd
2025-03-31
New Buy
New Buy
+1.55%
16.4 ($19.45) 22.98
$21.47
10.39%
New holding
655,600
655,600
CHDN
Churchill Downs Inc
2025-03-31
Reduce
Reduce
-1.43%
106.5 ($119.5) 132.91
$105.55
-11.67%
Reduce -16.42%
473,095
-92,927
FI
Fiserv Inc
2025-03-31
Reduce
Reduce
-1.11%
200.51 ($218.93) 237.79
$165.74
-24.30%
Reduce -21.39%
172,305
-46,888
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-1.08%
504.67 ($544.39) 576.31
$552.66
1.52%
Reduce -36.61%
30,892
-17,839
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-1.06%
442.66 ($486.15) 534.52
$473.80
-2.54%
Reduce -40.38%
29,929
-20,272
EBAY
eBay Inc
2025-03-31
Reduce
Reduce
-0.77%
61.61 ($66.65) 70.93
$78.14
17.24%
Reduce -31.31%
236,922
-108,007
MNKD
MannKind Corp
2025-03-31
Reduce
Reduce
-0.71%
4.92 ($5.6) 6.6
$3.76
-32.86%
Reduce -10.99%
7,785,702
-961,614

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

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Nitorum Capital, L.P.'s Hypothetical Growth since 2025-03-31

Nitorum Capital, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

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

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

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