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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 % |
Nitorum Capital, L.P. Top Holdings of 2025-03-31
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| 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
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| 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)
Nitorum Capital, L.P.'s Asset Allocation
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
Nitorum Capital, L.P. News
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