Nitorum Capital, L.P. Top Holdings and 13F Report (2025) About Nitorum Capital, L.P.Investment ActivityNitorum Capital, L.P. has $869.58 million in total holdings as of December 31, 2024.Nitorum Capital, L.P. owns shares of 26 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 10.63% of the portfolio was purchased this quarter.About 27.51% of the portfolio was sold this quarter.This quarter, Nitorum Capital, L.P. has purchased 28 new stocks and bought additional shares in 4 stocks.Nitorum Capital, L.P. sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings PRIMO BRANDS CORPORATION $82,725,145Churchill Downs $75,586,578Martin Marietta Materials $57,170,869MannKind $56,245,242SIX FLAGS ENTERTAINMENT CORP $51,676,787 Largest New Holdings this Quarter PRIMO BRANDS CORPORATION $82,725,145 Holding Largest Purchases this Quarter PRIMO BRANDS CORPORATION 2,688,500 shares (about $82.73M)Generac 47,589 shares (about $7.38M)Dell Technologies 10,451 shares (about $1.20M)RB Global 6,132 shares (about $553.17K)PriceSmart 5,954 shares (about $548.78K) Largest Sales this Quarter Fiserv 84,039 shares (about $17.26M)Churchill Downs 76,815 shares (about $10.26M)Berkshire Hathaway 21,916 shares (about $9.93M)Mastercard 15,813 shares (about $8.33M)Fidelity National Information Services 86,294 shares (about $6.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNitorum Capital, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRIMO BRANDS CORPORATION$82,725,145$82,725,145 ▲New Holding2,688,5009.5%CLASS A COM SHSCHDNChurchill Downs$75,586,578$10,257,875 ▼-11.9%566,0228.7%Consumer DiscretionaryMLMMartin Marietta Materials$57,170,869$3,557,652 ▼-5.9%110,6896.6%ConstructionMNKDMannKind$56,245,242$2,637,528 ▼-4.5%8,747,3166.5%MedicalSIX FLAGS ENTERTAINMENT CORP$51,676,787$3,345,253 ▼-6.1%1,072,3555.9%COMFIFiserv$45,026,626$17,263,291 ▼-27.7%219,1935.2%Business ServicesBYDBoyd Gaming$35,722,178$3,212,361 ▼-8.3%492,4484.1%Consumer DiscretionaryRBARB Global$33,759,198$553,168 ▲1.7%374,2293.9%Business ServicesUTHRUnited Therapeutics$33,667,993$6,318,659 ▼-15.8%95,4203.9%MedicalCNNECannae$33,015,026$4,094,636 ▼-11.0%1,662,3883.8%FinanceFISFidelity National Information Services$32,716,858$6,969,966 ▼-17.6%405,0623.8%Business ServicesICUIICU Medical$31,040,983$2,546,029 ▼-7.6%200,0453.6%MedicalGNRCGenerac$30,961,779$7,378,674 ▲31.3%199,6893.6%Industrial ProductsMAMastercard$25,660,283$8,326,652 ▼-24.5%48,7313.0%Business ServicesDELLDell Technologies$24,202,705$1,204,373 ▲5.2%210,0202.8%Computer and TechnologyPSMTPriceSmart$23,836,729$548,780 ▲2.4%258,6172.7%Retail/WholesaleWBSWebster Financial$22,895,040$1,206,226 ▼-5.0%414,6152.6%FinanceBRK.BBerkshire Hathaway$22,755,109$9,934,084 ▼-30.4%50,2012.6%FinanceFCNFTI Consulting$21,591,574$1,836,568 ▼-7.8%112,9682.5%Business ServicesEBAYeBay$21,368,352$1,301,755 ▼-5.7%344,9292.5%Retail/WholesaleLAURLaureate Education$20,636,241$5,057,167 ▼-19.7%1,128,2802.4%Consumer DiscretionaryGNTXGentex$19,470,292$884,482 ▼-4.3%677,6992.2%Auto/Tires/TrucksCPRTCopart$19,422,268$6,280,934 ▼-24.4%338,4262.2%Business ServicesEVREvercore$17,100,128$3,570,207 ▼-17.3%61,6912.0%FinanceVMIValmont Industries$16,716,582$4,148,018 ▼-19.9%54,5101.9%Industrial ProductsVRSNVeriSign$14,605,995$4,774,567 ▼-24.6%70,5741.7%Computer and TechnologyPRMWPrimo Water$0$80,492,733 ▼-100.0%00.0%UtilitiesACHCAcadia Healthcare$0$33,797,023 ▼-100.0%00.0%MedicalCNCCentene$0$17,403,833 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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