NC

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:
Top Holdings: PRMB(10.43%)CHDN(7.38%)MLM(6.71%)MNKD(5.50%)FI(5.35%)
Summary Stock Picks Current Portfolio
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
-0.28%
+5.62%
12,093.8
Beverages - Non-Alcoholic
CHDN 		Churchill Downs Inc
473,095
52,546.7
-16.42%
7.380
-1.43%
0.650
-18.26%
-27.13%
7,028.9
Travel & Leisure
MLM 		Martin Marietta Materials Inc
99,898
47,764.2
-9.75%
6.710
-0.64%
0.170
+11.56%
+9.30%
33,978.1
Building Materials
MNKD 		MannKind Corp
7,785,702
39,162.1
-10.99%
5.500
-0.71%
2.560
-23.06%
-32.27%
1,323.6
Biotechnology
FI 		Fiserv Inc
172,305
38,050.1
-21.39%
5.350
-1.11%
0.030
-29.25%
-19.25%
91,963.9
Software
FUN 		Six Flags Entertainment Corp
1,031,744
36,802.3
-3.79%
5.170
-0.22%
1.020
-21.75%
-24.61%
3,673.0
Travel & Leisure
RBA 		RB Global Inc
328,173
32,915.8
-12.31%
4.620
-0.48%
0.180
+5.34%
+21.25%
20,136.6
Business Services
CNNE 		Cannae Holdings Inc
1,610,069
29,512.6
-3.15%
4.150
-0.12%
2.560
-6.08%
-7.78%
1,142.0
Restaurants
FIS 		Fidelity National Information Services Inc
387,763
28,958.1
-4.27%
4.070
-0.16%
0.070
+16.04%
+0.35%
42,346.8
Software
BYD 		Boyd Gaming Corp
408,310
26,879.0
-17.09%
3.780
-0.70%
0.500
-6.52%
+2.35%
6,027.9
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 Inc2025-03-31New Buy
+3.27%
●
78.23 ($93.52) 110.01
$76.83
-17.85%
New holding
238,326
238,326
PRMB 		Primo Brands Corp2025-03-31Reduce
-2.11%
●
29.89 ($32.66) 35.49
$32.40
-0.80%
Reduce -22.23%
2,090,733
-597,767
VRSN 		VeriSign Inc2025-03-31Sold Out
-1.68%
●
205.1 ($227.21) 254.74
$280.84
23.60%
Sold Out
0
-70,574
OSW 		OneSpaWorld Holdings Ltd2025-03-31New Buy
+1.55%
●
16.4 ($19.45) 22.98
$18.99
-2.37%
New holding
655,600
655,600
CHDN 		Churchill Downs Inc2025-03-31Reduce
-1.43%
●
106.5 ($119.5) 132.91
$97.31
-18.57%
Reduce -16.42%
473,095
-92,927
FI 		Fiserv Inc2025-03-31Reduce
-1.11%
●
200.51 ($218.93) 237.79
$165.87
-24.24%
Reduce -21.39%
172,305
-46,888
MA 		Mastercard Inc2025-03-31Reduce
-1.08%
●
504.67 ($544.39) 576.31
$581.11
6.75%
Reduce -36.61%
30,892
-17,839
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-1.06%
●
442.66 ($486.15) 534.52
$508.74
4.65%
Reduce -40.38%
29,929
-20,272
EBAY 		eBay Inc2025-03-31Reduce
-0.77%
●
61.61 ($66.65) 70.93
$72.59
8.91%
Reduce -31.31%
236,922
-108,007
MNKD 		MannKind Corp2025-03-31Reduce
-0.71%
●
4.92 ($5.6) 6.6
$4.36
-22.23%
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

Top Ranked Articles

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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

Size field:

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

Nitorum Capital, L.P. News

  • 1

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